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 🔒 | ||||||||
2026Q1 买入最多
| Betterment LLC | 加仓 | $2.68亿 |
| UBS Group AG | 加仓 | $2.13亿 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $9,806.26万 |
| MORGAN STANLEY | 加仓 | $6,665.42万 |
| Scarborough Advisors, LLC | 新建仓 | $6,049.07万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $5,926.78万 |
| CHOREO, LLC | 加仓 | $5,237.83万 |
| BlackRock, Inc. | 加仓 | $5,203.95万 |
| SEI INVESTMENTS CO | 加仓 | $3,986.41万 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 加仓 | $3,943.06万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 加仓 | $3,432.16万 |
| Beacon Pointe Advisors, LLC | 加仓 | $3,350.85万 |
| Diversified Enterprises, LLC | 加仓 | $3,137.00万 |
| AQR CAPITAL MANAGEMENT LLC | 加仓 | $3,113.05万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $2,704.03万 |
| Waverly Advisors, LLC | 加仓 | $2,529.37万 |
| Farther Finance Advisors, LLC | 加仓 | $2,460.63万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $2,069.92万 |
| Canal Capital Management, LLC | 加仓 | $2,039.69万 |
| L2 Asset Management, LLC | 加仓 | $1,888.14万 |
2026Q1 卖出最多
| US BANCORP \DE\ | 减仓 | -$14.36亿 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$2.09亿 |
| Corient Private Wealth LP | 减仓 | -$1.07亿 |
| Creative Planning | 减仓 | -$3,954.43万 |
| BlueSky Wealth Advisors, LLC | 减仓 | -$3,410.59万 |
| GREENWOOD GEARHART LLC | 减仓 | -$3,142.24万 |
| Prime Capital Investment Advisors, LLC | 减仓 | -$2,833.65万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$2,428.12万 |
| SAWGRASS ASSET MANAGEMENT LLC | 减仓 | -$2,177.57万 |
| Tradewinds Capital Management, LLC | 减仓 | -$1,987.96万 |
| SAGE FINANCIAL GROUP INC | 减仓 | -$1,866.53万 |
| BCS Wealth Management | 减仓 | -$1,708.55万 |
| Apriem Advisors | 减仓 | -$1,370.01万 |
| Blackhawk Capital Partners, LLC | 减仓 | -$1,288.45万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$1,231.22万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$1,175.50万 |
| Destination Wealth Management | 减仓 | -$955.63万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$827.35万 |
| RENAISSANCE TECHNOLOGIES LLC | 减仓 | -$770.74万 |
| ARGENT CAPITAL MANAGEMENT LLC | 减仓 | -$754.33万 |
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 |
|---|---|---|---|---|---|
| US BANCORP \DE\ | 145,061,220 | $37.19亿 | 4.51% | -56,024,741 | 减仓 |
| Creative Planning | 82,270,037 | $21.09亿 | 1.43% | -1,542,288 | 减仓 |
| HBK Sorce Advisory LLC | 34,883,439 | $10.12亿 | 19.85% | 404,274 | 加仓 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 37,368,877 | $9.58亿 | 5.80% | 1,537,853 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 34,809,568 | $8.93亿 | 0.55% | 3,824,596 | 加仓 |
| SEI INVESTMENTS CO | 32,528,571 | $8.34亿 | 0.77% | 1,554,760 | 加仓 |
| Betterment LLC | 28,599,516 | $7.33亿 | 1.39% | 10,450,588 | 加仓 |
| SAGE FINANCIAL GROUP INC | 23,108,501 | $5.93亿 | 38.55% | -727,975 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 20,183,412 | $5.17亿 | 0.90% | 660,923 | 加仓 |
| Cerity Partners LLC | 19,184,892 | $4.92亿 | 0.69% | 194,233 | 加仓 |
| Diversified Enterprises, LLC | 18,185,644 | $4.66亿 | 25.43% | 1,223,479 | 加仓 |
| HighTower Advisors, LLC | 14,005,999 | $3.59亿 | 0.38% | -135,395 | 减仓 |
| JANUS HENDERSON GROUP PLC | 12,327,339 | $3.16亿 | 0.15% | -83,381 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,009,922 | $2.85亿 | 0.57% | -8,076,252 | 减仓 |
| Koss-Olinger Consulting, LLC | 10,490,753 | $2.69亿 | 22.55% | 492,244 | 加仓 |
| Mariner, LLC | 10,381,527 | $2.66亿 | 0.31% | 146,072 | 加仓 |
| Norinchukin Bank, The | 10,180,000 | $2.61亿 | 3.05% | 0 | 不变 |
| McAdam, LLC | 10,166,832 | $2.61亿 | 11.74% | 230,470 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 10,076,451 | $2.58亿 | 0.02% | 1,054,612 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 9,928,543 | $2.55亿 | 0.38% | -458,464 | 减仓 |
| UBS Group AG | 9,547,873 | $2.45亿 | 0.04% | 8,311,474 | 加仓 |
| Fund Evaluation Group, LLC | 9,274,544 | $2.38亿 | 7.31% | -218,021 | 减仓 |
| Prime Capital Investment Advisors, LLC | 8,900,665 | $2.28亿 | 2.64% | -1,105,166 | 减仓 |
| MORGAN STANLEY | 8,606,214 | $2.21亿 | 0.01% | 2,599,616 | 加仓 |
| JMG Financial Group, Ltd. | 8,333,483 | $2.14亿 | 5.88% | -112,423 | 减仓 |
| Beacon Pointe Advisors, LLC | 7,768,711 | $1.99亿 | 1.05% | 1,306,884 | 加仓 |
| Kohmann Bosshard Financial Services, LLC | 7,583,229 | $1.94亿 | 18.92% | 454,867 | 加仓 |
| LPL Financial LLC | 7,538,416 | $1.93亿 | 0.05% | -158,474 | 减仓 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 7,457,977 | $1.91亿 | 1.62% | -134,564 | 减仓 |
| ASSETMARK, INC | 6,516,389 | $1.67亿 | 0.34% | 2,595 | 加仓 |
| Corient Private Wealth LP | 6,725,389 | $1.65亿 | 0.24% | -4,366,960 | 减仓 |
| Apriem Advisors | 5,632,258 | $1.44亿 | 13.78% | -534,325 | 减仓 |
| Northwest Quadrant Wealth Management, LLC | 5,294,584 | $1.36亿 | 28.22% | -6,550 | 减仓 |
| FINANCIAL CONSULATE, INC | 5,192,173 | $1.33亿 | 16.59% | -9,771 | 减仓 |
| JOHNSON INVESTMENT COUNSEL INC | 5,134,222 | $1.32亿 | 1.06% | 58,533 | 加仓 |
| Farther Finance Advisors, LLC | 4,924,387 | $1.27亿 | 1.20% | 952,260 | 加仓 |
| BlueSky Wealth Advisors, LLC | 4,885,976 | $1.25亿 | 16.13% | -1,330,182 | 减仓 |
| Orgel Wealth Management, LLC | 4,691,102 | $1.20亿 | 2.59% | 11,704 | 加仓 |
| EVERMAY WEALTH MANAGEMENT LLC | 4,368,968 | $1.12亿 | 12.42% | -66,827 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 4,161,626 | $1.07亿 | 0.03% | 2,311,536 | 加仓 |
| Charles Schwab Trust Co | 4,160,348 | $1.07亿 | 6.92% | -54,606 | 减仓 |
| Steele Capital Management, Inc. | 4,082,829 | $1.05亿 | 4.34% | 97,756 | 加仓 |
| AQR CAPITAL MANAGEMENT LLC | 3,987,666 | $1.02亿 | 0.05% | 1,214,137 | 加仓 |
| FSA Investment Group, LLC | 3,798,994 | $9,740.62万 | 39.15% | 253,826 | 加仓 |
| Curi Capital, LLC | 3,627,186 | $9,300.10万 | 1.65% | 65,360 | 加仓 |
| GREENWOOD GEARHART LLC | 3,521,321 | $9,028.67万 | 4.88% | -1,225,524 | 减仓 |
| Meridian Wealth Partners, LLC | 3,500,440 | $8,975.13万 | 12.32% | 94,697 | 加仓 |
| Integrated Wealth Concepts LLC | 3,487,726 | $8,942.53万 | 0.71% | 335,793 | 加仓 |
| CHOREO, LLC | 3,338,839 | $8,560.78万 | 1.05% | 2,042,836 | 加仓 |
| OSAIC HOLDINGS, INC. | 3,321,973 | $8,517.63万 | 0.12% | 524,003 | 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 🔒