SCHR SCHWAB STRATEGIC TR
INT-TRM U.S TRES
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 | 504 | 445,995,239 | $109.99亿 | 38 | 233 | 144 | 52 | $7.22亿 |
| 2026Q1 | 513 | 417,289,242 | $103.94亿 | 55 | 234 | 137 | 30 | $4.81亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 加仓 | $2.81亿 |
| Empowered Funds, LLC | 重新持有 | $3,245.56万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $3,062.32万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $2,533.03万 |
| JPMORGAN CHASE & CO | 加仓 | $1,928.72万 |
| Waverly Advisors, LLC | 加仓 | $1,835.48万 |
| Perigon Wealth Management, LLC | 加仓 | $1,266.74万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 加仓 | $1,120.36万 |
| Scarborough Advisors, LLC | 新建仓 | $968.49万 |
| STIFEL FINANCIAL CORP | 加仓 | $926.61万 |
| Bulwark Capital Corp | 加仓 | $875.24万 |
| Hidden Cove Wealth Management, LLC | 加仓 | $824.95万 |
| Pacific Sage Partners, LLC | 加仓 | $762.51万 |
| Summit Financial, LLC | 加仓 | $757.05万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $696.76万 |
| INTEGRITY ALLIANCE, LLC. | 新建仓 | $662.16万 |
| ROYAL BANK OF CANADA | 加仓 | $631.15万 |
| CreativeOne Wealth, LLC | 加仓 | $600.66万 |
| Moisand Fitzgerald Tamayo, LLC | 加仓 | $600.19万 |
| Cetera Investment Advisers | 加仓 | $587.35万 |
2026Q1 卖出最多
| AlphaQuest LLC | 清仓 | -$4,818.74万 |
| Bouchey Financial Group, Ltd. | 清仓 | -$3,553.80万 |
| Cerity Partners LLC | 减仓 | -$1,349.38万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$1,175.90万 |
| Midwest Trust Co | 减仓 | -$1,147.53万 |
| Archer Investment Management, LLC | 减仓 | -$987.00万 |
| Madison Asset Management, LLC | 减仓 | -$877.17万 |
| MassMutual Private Wealth & Trust, FSB | 减仓 | -$671.23万 |
| BLVD Private Wealth, LLC | 减仓 | -$557.52万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$438.10万 |
| BNP PARIBAS FINANCIAL MARKETS | 清仓 | -$426.36万 |
| Creative Planning | 减仓 | -$410.14万 |
| Stratos Wealth Advisors, LLC | 减仓 | -$366.07万 |
| Tower Research Capital LLC (TRC) | 清仓 | -$355.53万 |
| BlackRock, Inc. | 减仓 | -$340.70万 |
| Intelligence Driven Advisers, LLC | 减仓 | -$319.48万 |
| Stokes Family Office, LLC | 减仓 | -$311.96万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$238.99万 |
| Spectrum Asset Management, Inc. (NB/CA) | 减仓 | -$213.48万 |
| HighTower Advisors, LLC | 减仓 | -$209.86万 |
2026Q1 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 249,546,261 | $62.16亿 | 0.95% | 11,286,601 | 加仓 |
| ROYAL BANK OF CANADA | 17,334,539 | $4.32亿 | 0.08% | 253,371 | 加仓 |
| AMERIPRISE FINANCIAL INC | 13,376,054 | $3.33亿 | 0.08% | -471,948 | 减仓 |
| STIFEL FINANCIAL CORP | 7,622,548 | $1.90亿 | 0.17% | 371,982 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 6,189,094 | $1.54亿 | 0.01% | 1,016,874 | 加仓 |
| JPMORGAN CHASE & CO | 5,976,383 | $1.49亿 | 0.01% | 775,831 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 4,647,990 | $1.16亿 | 0.03% | 1,229,355 | 加仓 |
| EXCHANGE TRADED CONCEPTS, LLC | 4,217,002 | $1.05亿 | 0.74% | 187,368 | 加仓 |
| Cornerstone Wealth Advisors, Inc. | 3,993,213 | $9,947.09万 | 22.90% | 230,217 | 加仓 |
| Moisand Fitzgerald Tamayo, LLC | 3,897,100 | $9,707.68万 | 10.43% | 240,942 | 加仓 |
| Pacific Sage Partners, LLC | 3,480,010 | $8,668.71万 | 13.64% | 306,106 | 加仓 |
| Resonant Capital Advisors, LLC | 3,001,765 | $7,477.40万 | 3.93% | 134,150 | 加仓 |
| STATE STREET CORP | 2,900,000 | $7,223.90万 | 0.00% | 0 | 不变 |
| Crane Advisory, LLC | 2,791,682 | $6,954.08万 | 10.41% | 8,465 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,584,356 | $6,422.13万 | 0.13% | -96,175 | 减仓 |
| Avidian Wealth Enterprises, LLC | 2,381,002 | $5,931.08万 | 1.88% | 206,991 | 加仓 |
| LPL Financial LLC | 2,122,593 | $5,287.38万 | 0.01% | 222,928 | 加仓 |
| Clearstead Advisors, LLC | 1,954,043 | $4,867.52万 | 0.44% | 184,444 | 加仓 |
| Cerity Partners LLC | 1,928,715 | $4,804.43万 | 0.07% | -541,703 | 减仓 |
| Empowered Funds, LLC | 1,933,622 | $4,802.23万 | 0.31% | 1,306,828 | 重新持有 |
| MORGAN STANLEY | 1,810,702 | $4,510.46万 | 0.00% | 63,314 | 加仓 |
| Intelligence Driven Advisers, LLC | 1,640,713 | $4,087.02万 | 7.13% | -128,253 | 减仓 |
| FLC Capital Advisors | 1,624,915 | $4,047.66万 | 7.23% | 79,670 | 加仓 |
| Advisory Alpha, LLC | 1,531,355 | $3,814.64万 | 1.04% | -58,827 | 减仓 |
| DAVENPORT & Co LLC | 1,504,342 | $3,747.32万 | 0.20% | 161,328 | 加仓 |
| Baird Financial Group, Inc. | 1,445,430 | $3,600.57万 | 0.06% | 90,010 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,431,580 | $3,566.07万 | 0.01% | 279,709 | 加仓 |
| Beacon Wealthcare LLC | 1,409,411 | $3,510.84万 | 12.38% | 63,766 | 加仓 |
| Hapanowicz & Associates Financial Services, Inc | 1,397,138 | $3,480.27万 | 13.84% | 61,016 | 加仓 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1,283,662 | $3,179.63万 | 0.55% | 452,305 | 加仓 |
| High Probability Advisors, LLC | 1,272,625 | $3,170.11万 | 4.06% | 73,938 | 加仓 |
| First National Trust Co | 1,247,877 | $3,108.46万 | 1.06% | 26,521 | 加仓 |
| WestHill Financial Advisors, Inc. | 1,234,746 | $3,075.75万 | 5.88% | 95,937 | 加仓 |
| Cetera Investment Advisers | 1,151,786 | $2,869.10万 | 0.03% | 235,790 | 加仓 |
| FOSTER & MOTLEY INC | 1,141,716 | $2,844.00万 | 1.47% | 19,401 | 加仓 |
| Galvin, Gaustad & Stein, LLC | 1,075,376 | $2,678.76万 | 2.14% | 10,710 | 加仓 |
| Your Advocates Ltd., LLP | 1,002,894 | $2,498.21万 | 7.62% | 131,664 | 加仓 |
| Stokes Family Office, LLC | 997,155 | $2,483.91万 | 2.56% | -125,235 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 924,447 | $2,288.98万 | 0.01% | 206,930 | 加仓 |
| Summit Financial, LLC | 916,786 | $2,283.72万 | 0.29% | 303,912 | 加仓 |
| Creative Planning | 910,129 | $2,267.13万 | 0.02% | -164,650 | 减仓 |
| Tradition Wealth Management, LLC | 909,935 | $2,266.65万 | 1.61% | -41,694 | 减仓 |
| HC Advisors, LLC | 899,471 | $2,240.58万 | 15.00% | 41,801 | 加仓 |
| Allworth Financial LP | 889,163 | $2,214.91万 | 0.09% | -45,776 | 减仓 |
| Waverly Advisors, LLC | 794,905 | $1,980.11万 | 0.15% | 736,844 | 加仓 |
| Madison Asset Management, LLC | 779,954 | $1,942.87万 | 0.24% | -352,134 | 减仓 |
| SWS Partners | 718,928 | $1,790.85万 | 4.17% | 72,623 | 加仓 |
| Morton Brown Family Wealth, LLC | 701,706 | $1,747.95万 | 4.62% | 26,372 | 加仓 |
| One Degree Advisors Inc | 699,480 | $1,742.40万 | 4.57% | 49,324 | 加仓 |
| Downshift Financial, LLC | 678,481 | $1,686.70万 | 8.51% | 133,657 | 加仓 |
内部人交易（Form 4）
SCHR 董事、高管和大股东的最新买卖申报。专业版可看 🔒