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 🔒 | ||||||||
2026Q2 买入最多
| Savant Capital, LLC | 加仓 | $1.07亿 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1,644.75万 |
| Cerity Partners LLC | 加仓 | $1,505.18万 |
| EP Wealth Advisors, LLC | 加仓 | $1,279.68万 |
| LPL Financial LLC | 加仓 | $1,262.31万 |
| TUDOR INVESTMENT CORP ET AL | 加仓 | $1,252.88万 |
| Black Diamond Financial, LLC | 加仓 | $1,212.91万 |
| Enclave Advisors LLC | 加仓 | $1,125.44万 |
| EXCHANGE TRADED CONCEPTS, LLC | 加仓 | $1,059.10万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $923.61万 |
| SEI INVESTMENTS CO | 加仓 | $892.53万 |
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $810.89万 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 加仓 | $788.26万 |
| Phillip James Consulting Co. | 新建仓 | $695.65万 |
| Plancorp, LLC | 加仓 | $668.40万 |
| Brookstone Capital Management | 加仓 | $610.10万 |
| Cooper Financial Group | 加仓 | $489.08万 |
| CITADEL ADVISORS LLC | 加仓 | $488.10万 |
| VILLERE ST DENIS J & CO LLC | 新建仓 | $467.88万 |
| PNC Financial Services Group, Inc. | 加仓 | $446.31万 |
2026Q2 卖出最多
| MATHER GROUP, LLC. | 减仓 | -$8.79亿 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$1.85亿 |
| OSAIC HOLDINGS, INC. | 减仓 | -$8,240.60万 |
| Financial Engines Advisors L.L.C. | 减仓 | -$6,713.26万 |
| Steelhead Wealth Management LLC | 清仓 | -$1,429.40万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$1,359.93万 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 减仓 | -$1,048.63万 |
| CX Institutional | 减仓 | -$912.96万 |
| MORGAN STANLEY | 减仓 | -$889.62万 |
| WealthShield Partners, LLC | 清仓 | -$876.20万 |
| USAdvisors Wealth Management, LLC | 减仓 | -$742.48万 |
| Vestmark Advisory Solutions, Inc. | 减仓 | -$659.20万 |
| Avior Wealth Management, LLC | 减仓 | -$495.57万 |
| Betterment LLC | 减仓 | -$464.13万 |
| Independent Advisor Alliance | 减仓 | -$462.99万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 减仓 | -$378.78万 |
| PRINCIPAL FINANCIAL GROUP INC | 减仓 | -$362.68万 |
| DDD Partners, LLC | 减仓 | -$327.98万 |
| L2 Asset Management, LLC | 减仓 | -$320.79万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$290.87万 |
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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 46,499,260 | $16.19亿 | 2.87% | -1,928,543 | 减仓 |
| SEI INVESTMENTS CO | 45,024,906 | $15.67亿 | 1.38% | 256,400 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 12,960,727 | $4.51亿 | 0.11% | -5,325,451 | 减仓 |
| Avantax Planning Partners, Inc. | 10,212,910 | $3.56亿 | 8.85% | -4,576 | 减仓 |
| MATHER GROUP, LLC. | 10,099,022 | $3.52亿 | 3.07% | -25,242,337 | 减仓 |
| Mariner, LLC | 9,144,880 | $3.18亿 | 0.33% | -30,892 | 减仓 |
| OSAIC HOLDINGS, INC. | 8,912,979 | $3.10亿 | 0.36% | -2,367,233 | 减仓 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 7,753,808 | $2.70亿 | 2.02% | -301,244 | 减仓 |
| Savant Capital, LLC | 6,378,613 | $2.09亿 | 0.61% | 3,269,240 | 加仓 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 5,291,984 | $1.84亿 | 1.36% | 226,446 | 加仓 |
| Beacon Pointe Advisors, LLC | 3,917,972 | $1.36亿 | 0.63% | 44,859 | 加仓 |
| Betterment LLC | 3,867,616 | $1.35亿 | 0.23% | -133,332 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,727,556 | $1.28亿 | 0.21% | -84,580 | 减仓 |
| LPL Financial LLC | 3,674,944 | $1.28亿 | 0.03% | 362,628 | 加仓 |
| Cetera Investment Advisers | 3,571,303 | $1.24亿 | 0.11% | 27,119 | 加仓 |
| Gemmer Asset Management LLC | 3,373,480 | $1.17亿 | 7.95% | -59,067 | 减仓 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | 3,018,201 | $1.05亿 | 15.01% | 21,956 | 加仓 |
| Mokosak Advisory Group, LLC | 3,013,603 | $1.05亿 | 22.72% | 5,102 | 加仓 |
| Krilogy Financial LLC | 2,880,128 | $1.00亿 | 2.96% | 7,841 | 加仓 |
| MORGAN STANLEY | 2,779,835 | $9,676.61万 | 0.01% | -255,565 | 减仓 |
| AMERIPRISE FINANCIAL INC | 2,705,341 | $9,418.96万 | 0.02% | 93,585 | 加仓 |
| UBS Group AG | 2,701,363 | $9,403.44万 | 0.01% | -23,317 | 减仓 |
| HighTower Advisors, LLC | 2,625,413 | $9,139.06万 | 0.09% | -32,184 | 减仓 |
| EXCHANGE TRADED CONCEPTS, LLC | 2,402,516 | $8,363.16万 | 0.38% | 304,251 | 加仓 |
| Cooper Financial Group | 2,276,475 | $7,924.41万 | 6.57% | 140,501 | 加仓 |
| Compound Planning, Inc. | 2,011,430 | $7,001.79万 | 1.82% | 36,988 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 1,921,981 | $6,690.42万 | 0.00% | 30,329 | 加仓 |
| Creative Planning | 1,836,443 | $6,392.66万 | 0.04% | -82,551 | 减仓 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 1,777,034 | $6,185.86万 | 13.11% | 52,850 | 加仓 |
| Black Diamond Financial, LLC | 1,759,449 | $6,124.64万 | 5.40% | 348,437 | 加仓 |
| World Investment Advisors | 1,970,475 | $6,015.41万 | 1.00% | -6,923 | 减仓 |
| Financial Management Professionals, Inc. | 1,721,114 | $5,991.13万 | 5.68% | -5,062 | 减仓 |
| GenWealth Group, Inc. | 1,681,637 | $5,853.78万 | 9.12% | -21,847 | 减仓 |
| Focus Partners Advisor Solutions, LLC | 1,627,002 | $5,663.60万 | 0.48% | 63,021 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,599,656 | $5,571.60万 | 0.31% | -25,832 | 减仓 |
| JPMORGAN CHASE & CO | 1,568,627 | $5,449.42万 | 0.00% | 15,199 | 加仓 |
| DRAVO BAY LLC | 1,454,110 | $5,061.76万 | 17.52% | 125,054 | 加仓 |
| Northern Capital Management, Inc. | 1,412,672 | $4,917.51万 | 20.97% | 45,425 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 1,333,572 | $4,642.16万 | 0.07% | 232,948 | 加仓 |
| HRC WEALTH MANAGEMENT, LLC | 1,302,258 | $4,533.16万 | 18.55% | -6,301 | 减仓 |
| Thrivent Financial for Lutherans | 1,299,421 | $4,523.30万 | 0.08% | 31,248 | 加仓 |
| XML Financial, LLC | 1,253,900 | $4,364.83万 | 3.17% | 9,650 | 加仓 |
| Summit Asset Management, LLC | 1,224,848 | $4,263.69万 | 5.46% | -7,609 | 减仓 |
| Veery Capital, LLC | 1,196,106 | $4,163.64万 | 11.18% | 27,699 | 加仓 |
| MML INVESTORS SERVICES, LLC | 1,186,101 | $4,128.82万 | 0.08% | 265,328 | 加仓 |
| BALLAST ADVISORS LLC | 1,179,966 | $4,107.46万 | 9.79% | -14,227 | 减仓 |
| Cerity Partners LLC | 1,744,278 | $4,095.93万 | 0.05% | 640,992 | 加仓 |
| Brady Martz Wealth Solutions, LLC | 1,134,296 | $3,948.48万 | 5.96% | -811 | 减仓 |
| NICOLET BANKSHARES INC | 1,126,459 | $3,921.20万 | 1.25% | -66,799 | 减仓 |
| Midwest Trust Co | 1,122,636 | $3,907.90万 | 0.44% | -15,594 | 减仓 |
内部人交易（Form 4）
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