SCHV SCHWAB STRATEGIC TR
US LCAP VA ETF
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 | 991 | 334,112,950 | $115.84亿 | 71 | 372 | 332 | 49 | -$9.84亿 |
| 2026Q1 | 970 | 363,952,589 | $111.10亿 | 69 | 338 | 344 | 34 | $1.48亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Beacon Pointe Advisors, LLC | 加仓 | $8,279.48万 |
| Financial Management Professionals, Inc. | 新建仓 | $5,264.84万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $5,105.87万 |
| NICOLET BANKSHARES INC | 新建仓 | $3,639.44万 |
| TSG Advice Partners, LLC | 新建仓 | $3,087.09万 |
| World Investment Advisors | 加仓 | $3,039.09万 |
| CHOREO, LLC | 加仓 | $1,678.55万 |
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $1,373.92万 |
| FSA WEALTH PARTNERS, INC. | 新建仓 | $1,234.31万 |
| Avior Wealth Management, LLC | 加仓 | $1,135.69万 |
| JPMORGAN CHASE & CO | 加仓 | $1,100.86万 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 加仓 | $1,049.67万 |
| TUDOR INVESTMENT CORP ET AL | 新建仓 | $937.04万 |
| MORGAN STANLEY | 加仓 | $819.99万 |
| Northern Capital Management, Inc. | 加仓 | $782.19万 |
| UBS Group AG | 加仓 | $756.03万 |
| MATHER GROUP, LLC. | 加仓 | $648.38万 |
| BlueSky Wealth Advisors, LLC | 新建仓 | $629.29万 |
| Kestra Advisory Services, LLC | 加仓 | $621.93万 |
| PRINCIPAL FINANCIAL GROUP INC | 新建仓 | $566.65万 |
2026Q1 卖出最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$7,854.92万 |
| Financial Engines Advisors L.L.C. | 减仓 | -$7,125.73万 |
| Creative Planning | 减仓 | -$3,386.63万 |
| SEI INVESTMENTS CO | 减仓 | -$3,094.60万 |
| CX Institutional | 减仓 | -$2,419.51万 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 减仓 | -$1,408.34万 |
| Investor's Fiduciary Advisor Network, LLC | 清仓 | -$1,263.90万 |
| OneDigital Investment Advisors LLC | 减仓 | -$1,054.34万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$980.93万 |
| SteelPeak Wealth, LLC | 清仓 | -$816.18万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$795.25万 |
| Gemmer Asset Management LLC | 减仓 | -$764.24万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$546.73万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$546.36万 |
| Denver PWM, LLC | 减仓 | -$457.35万 |
| Bank of New York Mellon Corp | 减仓 | -$450.51万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$442.05万 |
| Sanctuary Advisors, LLC | 减仓 | -$423.12万 |
| Compound Planning, Inc. | 减仓 | -$362.34万 |
| Betterment LLC | 减仓 | -$355.99万 |
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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 48,427,803 | $14.77亿 | 2.86% | -2,336,304 | 减仓 |
| SEI INVESTMENTS CO | 44,768,506 | $13.65亿 | 1.26% | -1,014,616 | 减仓 |
| MATHER GROUP, LLC. | 35,341,359 | $10.78亿 | 10.75% | 212,582 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 18,286,178 | $5.58亿 | 0.15% | 1,674,055 | 加仓 |
| OSAIC HOLDINGS, INC. | 11,280,212 | $3.43亿 | 0.50% | -322,570 | 减仓 |
| Avantax Planning Partners, Inc. | 10,217,486 | $3.12亿 | 8.56% | 29,579 | 加仓 |
| Mariner, LLC | 9,175,772 | $2.80亿 | 0.32% | 72,744 | 加仓 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 8,055,052 | $2.46亿 | 2.08% | -461,751 | 减仓 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 5,065,538 | $1.54亿 | 0.94% | 344,153 | 加仓 |
| Betterment LLC | 4,000,948 | $1.22亿 | 0.23% | -116,717 | 减仓 |
| Beacon Pointe Advisors, LLC | 3,873,113 | $1.18亿 | 0.62% | 2,714,584 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,812,136 | $1.17亿 | 0.24% | -2,560,274 | 减仓 |
| Cetera Investment Advisers | 3,544,184 | $1.08亿 | 0.11% | -70,132 | 减仓 |
| Gemmer Asset Management LLC | 3,432,547 | $1.05亿 | 8.34% | -250,571 | 减仓 |
| LPL Financial LLC | 3,312,316 | $1.01亿 | 0.03% | 60,777 | 加仓 |
| Savant Capital, LLC | 3,109,373 | $9,483.59万 | 0.46% | -80,869 | 减仓 |
| MORGAN STANLEY | 3,035,400 | $9,257.97万 | 0.01% | 268,850 | 加仓 |
| Mokosak Advisory Group, LLC | 3,008,501 | $9,176.18万 | 22.97% | -39,960 | 减仓 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | 2,996,245 | $9,138.55万 | 14.84% | 18,373 | 加仓 |
| Krilogy Financial LLC | 2,872,287 | $9,133.87万 | 2.90% | 14,078 | 加仓 |
| UBS Group AG | 2,724,680 | $8,310.27万 | 0.01% | 247,880 | 加仓 |
| HighTower Advisors, LLC | 2,657,597 | $8,105.69万 | 0.09% | 561 | 加仓 |
| AMERIPRISE FINANCIAL INC | 2,611,756 | $7,965.49万 | 0.02% | -179,144 | 减仓 |
| Cooper Financial Group | 2,135,974 | $6,514.72万 | 6.58% | 74,453 | 加仓 |
| EXCHANGE TRADED CONCEPTS, LLC | 2,098,265 | $6,399.71万 | 0.45% | 62,979 | 加仓 |
| World Investment Advisors | 1,977,398 | $6,031.07万 | 0.97% | 996,424 | 加仓 |
| Compound Planning, Inc. | 1,974,442 | $6,022.05万 | 1.85% | -118,801 | 减仓 |
| Creative Planning | 1,918,994 | $5,852.93万 | 0.04% | -1,110,370 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 1,891,652 | $5,769.54万 | 0.00% | -5,184 | 减仓 |
| Financial Management Professionals, Inc. | 1,726,176 | $5,264.84万 | 5.91% | 1,726,176 | 新建仓 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 1,724,184 | $5,258.76万 | 12.55% | 16,817 | 加仓 |
| GenWealth Group, Inc. | 1,703,484 | $5,195.63万 | 8.89% | 55,584 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,625,488 | $4,957.74万 | 0.30% | -37,795 | 减仓 |
| Focus Partners Advisor Solutions, LLC | 1,563,981 | $4,769.19万 | 0.48% | -82,512 | 减仓 |
| JPMORGAN CHASE & CO | 1,553,428 | $4,644.75万 | 0.00% | 368,181 | 加仓 |
| Black Diamond Financial, LLC | 1,411,012 | $4,303.60万 | 4.70% | 44,880 | 加仓 |
| Northern Capital Management, Inc. | 1,367,247 | $4,170.10万 | 20.91% | 256,456 | 加仓 |
| DRAVO BAY LLC | 1,329,056 | $4,053.62万 | 16.47% | 44,235 | 加仓 |
| HRC WEALTH MANAGEMENT, LLC | 1,308,559 | $3,991.11万 | 18.86% | 21,413 | 加仓 |
| Thrivent Financial for Lutherans | 1,268,173 | $3,868.00万 | 0.07% | -111,735 | 减仓 |
| XML Financial, LLC | 1,244,250 | $3,794.96万 | 3.06% | 83,288 | 加仓 |
| Summit Asset Management, LLC | 1,232,457 | $3,758.99万 | 5.23% | 56,984 | 加仓 |
| BALLAST ADVISORS LLC | 1,194,193 | $3,642.29万 | 10.60% | 58,687 | 加仓 |
| NICOLET BANKSHARES INC | 1,193,258 | $3,639.44万 | 1.32% | 1,193,258 | 新建仓 |
| Veery Capital, LLC | 1,168,407 | $3,563.64万 | 10.93% | 33,134 | 加仓 |
| Envestnet Portfolio Solutions, Inc. | 1,165,603 | $3,555.09万 | 0.20% | -20,821 | 减仓 |
| Midwest Trust Co | 1,138,230 | $3,471.60万 | 0.43% | 41,436 | 加仓 |
| Brady Martz Wealth Solutions, LLC | 1,135,107 | $3,462.08万 | 5.90% | -93,630 | 减仓 |
| Cerity Partners LLC | 1,103,286 | $3,385.35万 | 0.05% | 159,141 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 1,100,624 | $3,356.85万 | 0.06% | 450,474 | 加仓 |
内部人交易（Form 4）
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