SCHX SCHWAB STRATEGIC TR
US LRG CAP 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 | 1,601 | 1,135,147,916 | $334.08亿 | 88 | 620 | 572 | 55 | $14.26亿 |
| 2026Q1 | 1,543 | 1,092,300,013 | $281.45亿 | 66 | 654 | 539 | 48 | -$7.05亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| US BANCORP \DE\ | 加仓 | $7.99亿 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $8,857.79万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $8,382.46万 |
| Savant Capital, LLC | 加仓 | $7,045.13万 |
| Koss-Olinger Consulting, LLC | 加仓 | $6,820.73万 |
| FORTRESS FINANCIAL GROUP, LLC | 新建仓 | $4,749.86万 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 加仓 | $3,913.55万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $3,367.64万 |
| BlackRock, Inc. | 加仓 | $3,046.25万 |
| LPL Financial LLC | 加仓 | $3,014.20万 |
| Farther Finance Advisors, LLC | 加仓 | $2,987.06万 |
| Integrated Wealth Concepts LLC | 加仓 | $2,685.75万 |
| McAdam, LLC | 加仓 | $2,224.20万 |
| RENAISSANCE TECHNOLOGIES LLC | 加仓 | $2,065.69万 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 加仓 | $2,061.82万 |
| Diversified Enterprises, LLC | 加仓 | $1,857.90万 |
| NATIONAL BANK OF CANADA /FI/ | 新建仓 | $1,851.41万 |
| SAGESPRING WEALTH PARTNERS, LLC | 新建仓 | $1,794.21万 |
| JPMORGAN CHASE & CO | 加仓 | $1,648.68万 |
| Blackhawk Capital Partners, LLC | 加仓 | $1,564.98万 |
2026Q2 卖出最多
| Fund Evaluation Group, LLC | 减仓 | -$2,557.48万 |
| Creative Planning | 减仓 | -$2,225.56万 |
| Corient Private Wealth LP | 减仓 | -$2,058.02万 |
| Cerity Partners LLC | 减仓 | -$2,003.63万 |
| L2 Asset Management, LLC | 减仓 | -$1,924.57万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 减仓 | -$1,906.25万 |
| BlueStem Wealth Partners, LLC | 清仓 | -$1,880.52万 |
| Curi Capital, LLC | 减仓 | -$1,502.03万 |
| DEBUSSY CAPITAL MANAGEMENT LP | 清仓 | -$1,416.51万 |
| Scarborough Advisors, LLC | 减仓 | -$1,228.26万 |
| Bangor Savings Bank | 减仓 | -$1,009.96万 |
| Athena Investment Management | 减仓 | -$962.23万 |
| Almanack Investment Partners, LLC. | 减仓 | -$810.26万 |
| Leisure Capital Management | 减仓 | -$806.57万 |
| TUDOR INVESTMENT CORP ET AL | 清仓 | -$755.75万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$754.10万 |
| Cynosure Group, LLC | 清仓 | -$729.20万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$720.83万 |
| TWO SIGMA INVESTMENTS, LP | 减仓 | -$697.49万 |
| EVERMAY WEALTH MANAGEMENT LLC | 减仓 | -$688.51万 |
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 |
|---|---|---|---|---|---|
| US BANCORP \DE\ | 172,215,422 | $50.68亿 | 5.53% | 27,154,202 | 加仓 |
| Creative Planning | 81,513,814 | $23.99亿 | 1.40% | -756,223 | 减仓 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 38,698,661 | $11.39亿 | 8.43% | 1,329,784 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 37,819,350 | $11.13亿 | 0.59% | 3,009,782 | 加仓 |
| HBK Sorce Advisory LLC | 35,214,246 | $10.69亿 | 20.25% | 330,807 | 加仓 |
| SEI INVESTMENTS CO | 32,299,151 | $9.51亿 | 0.84% | -229,420 | 减仓 |
| Betterment LLC | 28,627,429 | $8.43亿 | 1.42% | 27,913 | 加仓 |
| SAGE FINANCIAL GROUP INC | 23,002,052 | $6.77亿 | 37.50% | -106,449 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 20,363,006 | $5.99亿 | 0.92% | 179,594 | 加仓 |
| Diversified Enterprises, LLC | 18,816,940 | $5.54亿 | 26.79% | 631,296 | 加仓 |
| Cerity Partners LLC | 18,504,081 | $5.45亿 | 0.66% | -680,811 | 减仓 |
| HighTower Advisors, LLC | 13,950,292 | $4.11亿 | 0.39% | -55,707 | 减仓 |
| Koss-Olinger Consulting, LLC | 12,808,366 | $3.77亿 | 29.03% | 2,317,613 | 加仓 |
| Jupiter Topco LLC | 12,782,146 | $3.76亿 | 0.15% | — | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,231,423 | $3.34亿 | 0.56% | 221,501 | 加仓 |
| McAdam, LLC | 10,922,591 | $3.21亿 | 12.42% | 755,759 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 10,429,473 | $3.07亿 | 0.02% | 353,022 | 加仓 |
| Mariner, LLC | 10,313,474 | $3.04亿 | 0.32% | -68,053 | 减仓 |
| Norinchukin Bank, The | 10,180,000 | $3.00亿 | 2.92% | 0 | 不变 |
| UBS Group AG | 9,978,048 | $2.94亿 | 0.04% | 430,175 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 9,672,309 | $2.85亿 | 0.35% | -256,234 | 减仓 |
| MORGAN STANLEY | 8,847,214 | $2.60亿 | 0.01% | 241,000 | 加仓 |
| Prime Capital Investment Advisors, LLC | 8,704,919 | $2.56亿 | 2.48% | -195,746 | 减仓 |
| LPL Financial LLC | 8,562,609 | $2.52亿 | 0.06% | 1,024,193 | 加仓 |
| Fund Evaluation Group, LLC | 8,405,541 | $2.47亿 | 6.68% | -869,003 | 减仓 |
| JMG Financial Group, Ltd. | 8,334,300 | $2.45亿 | 5.93% | 817 | 加仓 |
| Kohmann Bosshard Financial Services, LLC | 7,904,940 | $2.33亿 | 19.74% | 321,711 | 加仓 |
| Beacon Pointe Advisors, LLC | 7,813,084 | $2.30亿 | 1.07% | 44,373 | 加仓 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 7,333,245 | $2.16亿 | 1.61% | -124,732 | 减仓 |
| ASSETMARK, INC | 6,626,112 | $1.95亿 | 0.34% | 109,723 | 加仓 |
| Corient Private Wealth LP | 6,026,096 | $1.77亿 | 0.25% | -699,293 | 减仓 |
| Farther Finance Advisors, LLC | 5,939,378 | $1.75亿 | 1.36% | 1,014,991 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 5,674,648 | $1.67亿 | 0.19% | 2,848,284 | 加仓 |
| JOHNSON INVESTMENT COUNSEL INC | 5,492,353 | $1.62亿 | 1.18% | 358,131 | 加仓 |
| Apriem Advisors | 5,419,045 | $1.59亿 | 13.81% | -213,213 | 减仓 |
| Northwest Quadrant Wealth Management, LLC | 5,365,862 | $1.58亿 | 29.24% | 71,278 | 加仓 |
| FINANCIAL CONSULATE, INC | 5,266,972 | $1.55亿 | 17.25% | 74,799 | 加仓 |
| BlueSky Wealth Advisors, LLC | 4,853,947 | $1.43亿 | 16.55% | -32,029 | 减仓 |
| Savant Capital, LLC | 5,054,516 | $1.39亿 | 0.41% | 2,553,680 | 加仓 |
| Orgel Wealth Management, LLC | 4,658,623 | $1.37亿 | 2.60% | -32,479 | 减仓 |
| AQR CAPITAL MANAGEMENT LLC | 4,515,858 | $1.33亿 | 0.05% | 528,192 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 4,524,404 | $1.30亿 | 0.05% | 1,168,165 | 加仓 |
| Integrated Wealth Concepts LLC | 4,400,316 | $1.30亿 | 0.63% | 912,590 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 4,324,345 | $1.27亿 | 0.03% | 162,719 | 加仓 |
| Charles Schwab Trust Co | 4,238,294 | $1.25亿 | 6.96% | 77,946 | 加仓 |
| BlackRock, Inc. | 4,231,409 | $1.25亿 | 0.00% | 1,035,085 | 加仓 |
| EVERMAY WEALTH MANAGEMENT LLC | 4,135,021 | $1.22亿 | 12.53% | -233,947 | 减仓 |
| Steele Capital Management, Inc. | 4,110,047 | $1.21亿 | 4.46% | 27,218 | 加仓 |
| FSA Investment Group, LLC | 4,058,096 | $1.19亿 | 38.79% | 259,102 | 加仓 |
| GREENWOOD GEARHART LLC | 3,709,621 | $1.09亿 | 5.08% | 188,300 | 加仓 |
内部人交易（Form 4）
SCHX 董事、高管和大股东的最新买卖申报。专业版可看 🔒