SCHQ SCHWAB STRATEGIC TR
LONG TERM US
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 118 | 10,930,530 | $3.42亿 | 23 | 32 | 49 | 28 | -$1.50亿 |
| 2026Q1 | 121 | 15,500,628 | $4.87亿 | 18 | 39 | 49 | 18 | -$1.24亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Tidal Investments LLC | 加仓 | $2,238.38万 |
| AllGen Financial Advisors, Inc. | 新建仓 | $694.03万 |
| SFMG, LLC | 加仓 | $253.52万 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 加仓 | $171.62万 |
| Fermata Advisors, LLC | 加仓 | $143.57万 |
| Bank of New York Mellon Corp | 加仓 | $107.76万 |
| Sigma Planning Corp | 新建仓 | $85.36万 |
| IFP Advisors, Inc | 加仓 | $75.38万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $73.81万 |
| Summit Financial, LLC | 加仓 | $57.36万 |
| Savant Capital, LLC | 新建仓 | $49.32万 |
| Carolina Wealth Advisors, LLC | 加仓 | $47.82万 |
| RITHOLTZ WEALTH MANAGEMENT | 加仓 | $47.62万 |
| CITADEL ADVISORS LLC | 新建仓 | $47.15万 |
| Keystone Global Partners, LLC | 加仓 | $46.64万 |
| Vise Technologies, Inc. | 新建仓 | $43.31万 |
| WT Wealth Management | 加仓 | $39.77万 |
| Pathstone Holdings, LLC | 新建仓 | $34.79万 |
| Attessa Capital LLC | 加仓 | $28.59万 |
| Professional Financial Management, Inc. | 加仓 | $28.55万 |
2026Q2 卖出最多
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$8,148.02万 |
| LPL Financial LLC | 减仓 | -$2,374.17万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$1,801.58万 |
| JPMORGAN CHASE & CO | 减仓 | -$984.17万 |
| Mirae Asset Global Investments Co., Ltd. | 减仓 | -$734.50万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$643.17万 |
| PARK AVENUE SECURITIES LLC | 减仓 | -$547.86万 |
| L2 Asset Management, LLC | 减仓 | -$498.54万 |
| Quadrature Capital Ltd | 重新持有 | -$488.94万 |
| MORGAN STANLEY | 减仓 | -$479.17万 |
| Cetera Investment Advisers | 减仓 | -$425.42万 |
| GTS SECURITIES LLC | 减仓 | -$196.74万 |
| WBH ADVISORY INC | 减仓 | -$186.70万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$167.21万 |
| Sequoia Financial Advisors, LLC | 减仓 | -$160.87万 |
| Tower Research Capital LLC (TRC) | 清仓 | -$156.65万 |
| Principia Wealth Advisory, LLC | 减仓 | -$154.50万 |
| Sanctuary Advisors, LLC | 减仓 | -$140.03万 |
| Waverly Advisors, LLC | 减仓 | -$115.56万 |
| NorthRock Partners, LLC | 减仓 | -$102.86万 |
2026Q2 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| Tidal Investments LLC | 1,394,729 | $4,344.64万 | 0.08% | 718,572 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,385,488 | $4,336.58万 | 0.01% | -2,603,202 | 减仓 |
| Mirae Asset Global Investments Co., Ltd. | 742,964 | $2,325.48万 | 0.03% | -234,663 | 减仓 |
| SFMG, LLC | 621,809 | $1,946.26万 | 1.17% | 80,997 | 加仓 |
| LPL Financial LLC | 601,655 | $1,883.18万 | 0.00% | -758,520 | 减仓 |
| Carolina Wealth Advisors, LLC | 579,543 | $1,813.97万 | 7.11% | 15,277 | 加仓 |
| Werba Rubin Papier Wealth Management | 465,471 | $1,456.93万 | 1.77% | -13,221 | 减仓 |
| MML INVESTORS SERVICES, LLC | 400,837 | $1,254.62万 | 0.03% | -575,585 | 减仓 |
| Bank of New York Mellon Corp | 320,135 | $1,002.02万 | 0.00% | 34,428 | 加仓 |
| WELLS FARGO & COMPANY/MN | 263,799 | $825.69万 | 0.00% | -205,487 | 减仓 |
| Cetera Investment Advisers | 236,728 | $740.96万 | 0.01% | -135,916 | 减仓 |
| AllGen Financial Advisors, Inc. | 221,736 | $694.03万 | 1.52% | 221,736 | 新建仓 |
| Summit Financial, LLC | 207,404 | $649.17万 | 0.07% | 18,326 | 加仓 |
| Beacon Bridge Wealth Partners, LLC | 169,913 | $531.83万 | 1.52% | -6,943 | 减仓 |
| AMERIPRISE FINANCIAL INC | 167,188 | $523.39万 | 0.00% | 6,378 | 加仓 |
| L2 Asset Management, LLC | 165,654 | $518.50万 | 0.54% | -159,279 | 减仓 |
| Centric Wealth Management | 164,686 | $508.39万 | 0.79% | 0 | 不变 |
| MORGAN STANLEY | 159,441 | $499.05万 | 0.00% | -153,088 | 减仓 |
| ROYAL BANK OF CANADA | 144,191 | $451.30万 | 0.00% | -6,125 | 减仓 |
| Attessa Capital LLC | 132,650 | $415.19万 | 1.86% | 9,134 | 加仓 |
| Professional Financial Management, Inc. | 111,214 | $348.10万 | 3.53% | 9,121 | 加仓 |
| JPMORGAN CHASE & CO | 108,731 | $344.03万 | 0.00% | -311,051 | 减仓 |
| WT Wealth Management | 103,757 | $324.76万 | 0.90% | 12,705 | 加仓 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 99,761 | $312.25万 | 0.01% | 54,831 | 加仓 |
| Fermata Advisors, LLC | 98,434 | $308.10万 | 0.62% | 45,869 | 加仓 |
| Charles Schwab Trust Co | 89,892 | $281.36万 | 0.16% | 4,577 | 加仓 |
| GOLDMAN SACHS GROUP INC | 88,477 | $276.93万 | 0.00% | -30,250 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 83,067 | $260.00万 | 0.00% | 5,559 | 加仓 |
| Principia Wealth Advisory, LLC | 82,622 | $258.77万 | 0.55% | -49,330 | 减仓 |
| MFG WEALTH MANAGEMENT, INC. | 78,530 | $245.80万 | 1.76% | 5,198 | 加仓 |
| PARK AVENUE SECURITIES LLC | 74,473 | $233.10万 | 0.01% | -175,035 | 减仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 71,265 | $223.06万 | 0.00% | 23,582 | 加仓 |
| BANK OF NOVA SCOTIA | 68,200 | $213.47万 | 0.00% | 0 | 不变 |
| COLLECTIVE FAMILY OFFICE LLC | 56,305 | $176.23万 | 0.36% | -23,011 | 减仓 |
| IFP Advisors, Inc | 55,172 | $172.69万 | 0.03% | 24,084 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 53,140 | $166.33万 | 0.00% | -605 | 减仓 |
| Quadrature Capital Ltd | 51,569 | $161.41万 | 0.01% | -156,212 | 重新持有 |
| Foundations Investment Advisors, LLC | 51,095 | $159.93万 | 0.02% | 3,342 | 加仓 |
| Mutual Advisors, LLC | 50,883 | $159.26万 | 0.03% | -2,515 | 减仓 |
| Galvin, Gaustad & Stein, LLC | 50,726 | $158.77万 | 0.12% | 2,681 | 加仓 |
| COMPASS FINANCIAL MANAGEMENT LLC | 50,314 | $157.48万 | 0.19% | — | — |
| Barden Capital Management, Inc. | 43,414 | $135.89万 | 1.25% | -751 | 减仓 |
| Envestnet Portfolio Solutions, Inc. | 37,103 | $116.13万 | 0.01% | -53,421 | 减仓 |
| Smart Money Group LLC | 36,926 | $115.58万 | 0.30% | 1,989 | 加仓 |
| Faithward Advisors, LLC | 35,714 | $111.78万 | 0.14% | -831 | 减仓 |
| WBH ADVISORY INC | 35,637 | $111.54万 | 0.07% | -59,648 | 减仓 |
| Seek First Inc. | 34,831 | $109.02万 | 0.69% | -2,376 | 减仓 |
| Frisch Financial Group, Inc. | 29,607 | $92.67万 | 0.16% | -2,213 | 减仓 |
| Antonelli Financial Advisors, LLC | 27,301 | $85.50万 | 0.59% | -5,000 | 减仓 |
| Sigma Planning Corp | 27,271 | $85.36万 | 0.02% | 27,271 | 新建仓 |
内部人交易（Form 4）
SCHQ 董事、高管和大股东的最新买卖申报。专业版可看 🔒