SCHZ SCHWAB STRATEGIC TR
US AGGREGATE B
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 | 671 | 186,673,906 | $43.11亿 | 47 | 323 | 194 | 48 | $2.16亿 |
| 2026Q1 | 673 | 183,270,670 | $42.58亿 | 38 | 331 | 211 | 33 | $1.77亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| JPMORGAN CHASE & CO | 加仓 | $2,647.96万 |
| Savant Capital, LLC | 加仓 | $1,952.28万 |
| Rockbridge Investment Management, LCC | 加仓 | $1,680.77万 |
| McAdam, LLC | 加仓 | $1,431.73万 |
| Kohmann Bosshard Financial Services, LLC | 加仓 | $1,236.76万 |
| Cerity Partners LLC | 加仓 | $1,083.75万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1,027.35万 |
| NorthRock Partners, LLC | 加仓 | $948.16万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $885.52万 |
| JANE STREET GROUP, LLC | 新建仓 | $868.06万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $787.65万 |
| Pacific Excel Wealth Advisors, Inc. | 新建仓 | $726.83万 |
| January Capital Advisors LLC | 加仓 | $695.22万 |
| CITADEL ADVISORS LLC | 加仓 | $639.60万 |
| Financial Engines Advisors L.L.C. | 加仓 | $618.35万 |
| Avantax Planning Partners, Inc. | 加仓 | $612.13万 |
| Sigma Planning Corp | 新建仓 | $610.00万 |
| Pioneer Wealth Management Group | 加仓 | $577.07万 |
| OneAscent Wealth Management LLC | 新建仓 | $497.26万 |
| Advisor OS, LLC | 加仓 | $494.09万 |
2026Q2 卖出最多
| MORGAN STANLEY | 减仓 | -$2,941.99万 |
| DAYMARK WEALTH PARTNERS, LLC | 减仓 | -$794.40万 |
| WealthShield Partners, LLC | 减仓 | -$664.96万 |
| Vestmark Advisory Solutions, Inc. | 减仓 | -$593.41万 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 减仓 | -$585.74万 |
| HighTower Advisors, LLC | 减仓 | -$460.47万 |
| OLD MISSION CAPITAL LLC | 清仓 | -$372.43万 |
| Heirloom Wealth Management | 清仓 | -$359.83万 |
| Phil A. Younker & Associates, Ltd. | 减仓 | -$347.50万 |
| Victrix Investment Advisors | 清仓 | -$341.48万 |
| OneDigital Investment Advisors LLC | 减仓 | -$340.06万 |
| BlueSky Wealth Advisors, LLC | 减仓 | -$326.22万 |
| Patriot Financial Group Insurance Agency, LLC | 减仓 | -$280.53万 |
| BNP PARIBAS FINANCIAL MARKETS | 减仓 | -$228.83万 |
| Core Wealth Partners LLC | 减仓 | -$183.14万 |
| RENAISSANCE TECHNOLOGIES LLC | 减仓 | -$168.85万 |
| Revisor Wealth Management LLC | 减仓 | -$164.64万 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 减仓 | -$148.48万 |
| Private Advisor Group, LLC | 清仓 | -$144.54万 |
| CFS Investment Advisory Services, LLC | 减仓 | -$139.93万 |
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 14,422,540 | $3.35亿 | 0.02% | 1,139,890 | 加仓 |
| Rockbridge Investment Management, LCC | 10,420,258 | $2.41亿 | 19.57% | 726,661 | 加仓 |
| Avantax Planning Partners, Inc. | 7,975,307 | $1.84亿 | 4.59% | 264,646 | 加仓 |
| AMERIPRISE FINANCIAL INC | 6,809,636 | $1.58亿 | 0.03% | 340,546 | 加仓 |
| Charles Schwab Trust Co | 6,601,917 | $1.53亿 | 8.52% | 186,945 | 加仓 |
| Financial Engines Advisors L.L.C. | 5,681,166 | $1.31亿 | 0.23% | 267,337 | 加仓 |
| HighTower Advisors, LLC | 4,292,060 | $9,927.54万 | 0.10% | -199,078 | 减仓 |
| Kohmann Bosshard Financial Services, LLC | 3,855,498 | $8,917.77万 | 7.57% | 534,699 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 3,483,103 | $8,056.42万 | 0.02% | 188,635 | 加仓 |
| RATIONAL ADVISORS, INC. | 3,142,160 | $7,267.82万 | 6.67% | 65,898 | 加仓 |
| GOLDMAN SACHS GROUP INC | 3,071,596 | $7,104.60万 | 0.01% | -59,602 | 减仓 |
| McAdam, LLC | 2,609,832 | $6,036.54万 | 2.33% | 618,992 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 2,278,622 | $5,292.82万 | 0.02% | 381,229 | 加仓 |
| Pioneer Wealth Management Group | 2,249,290 | $5,202.61万 | 12.57% | 249,489 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,171,145 | $4,978.44万 | 0.08% | -21,380 | 减仓 |
| Mariner, LLC | 2,132,074 | $4,931.49万 | 0.05% | -24,178 | 减仓 |
| Cerity Partners LLC | 2,345,726 | $4,577.60万 | 0.06% | 555,355 | 加仓 |
| Cetera Investment Advisers | 1,863,166 | $4,309.50万 | 0.04% | 95,234 | 加仓 |
| Savant Capital, LLC | 1,688,291 | $3,912.62万 | 0.11% | 842,407 | 加仓 |
| Vident Advisory, LLC | 1,686,818 | $3,901.61万 | 0.28% | 51,683 | 加仓 |
| NorthRock Partners, LLC | 1,618,956 | $3,744.64万 | 0.54% | 409,926 | 加仓 |
| FINANCIAL LIFE ADVISORS | 1,573,243 | $3,638.91万 | 10.35% | 72,669 | 加仓 |
| Blue Trust, Inc. | 1,548,018 | $3,580.56万 | 0.38% | 31,729 | 加仓 |
| Destination Wealth Management | 1,497,382 | $3,463.44万 | 0.81% | -58,070 | 减仓 |
| Horst & Graben Wealth Management LLC | 1,474,760 | $3,398.41万 | 4.47% | 53,754 | 加仓 |
| OneDigital Investment Advisors LLC | 1,456,131 | $3,368.03万 | 0.28% | -147,021 | 减仓 |
| Phil A. Younker & Associates, Ltd. | 1,419,857 | $3,284.13万 | 22.13% | -150,238 | 减仓 |
| ZynergyRetirementPlanningLLC | 1,405,679 | $3,251.34万 | 17.63% | 79,409 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 1,395,164 | $3,227.02万 | 0.00% | 145,234 | 加仓 |
| KilterHowling LLC | 1,347,082 | $3,115.80万 | 13.96% | 2,932 | 加仓 |
| TruNorth Capital Management, LLC | 1,337,186 | $3,092.91万 | 4.97% | 42,225 | 加仓 |
| Modern Wealth Management, LLC | 1,300,211 | $3,007.39万 | 0.36% | 80,321 | 加仓 |
| Mokosak Advisory Group, LLC | 1,297,292 | $3,000.64万 | 6.50% | 61,631 | 加仓 |
| Plum Street Advisors, LLC | 1,280,658 | $2,962.16万 | 9.46% | 82,255 | 加仓 |
| DAYMARK WEALTH PARTNERS, LLC | 1,273,968 | $2,946.69万 | 0.72% | -343,451 | 减仓 |
| OSAIC HOLDINGS, INC. | 1,249,911 | $2,891.05万 | 0.03% | 82,315 | 加仓 |
| LPL Financial LLC | 1,118,991 | $2,588.23万 | 0.01% | 24,216 | 加仓 |
| TSA Wealth Managment LLC | 1,023,367 | $2,367.05万 | 6.69% | 65,383 | 加仓 |
| MORGAN STANLEY | 1,001,923 | $2,317.45万 | 0.00% | -1,271,935 | 减仓 |
| THEORY FINANCIAL LLC | 988,119 | $2,285.52万 | 7.20% | 41,790 | 加仓 |
| Creative Planning | 976,364 | $2,258.33万 | 0.01% | 47,613 | 加仓 |
| Towercrest Capital Management | 956,732 | $2,212.92万 | 3.08% | -58,051 | 减仓 |
| Alliance Wealth Management Group | 956,732 | $2,212.92万 | 4.31% | -58,051 | 减仓 |
| Asset Allocation Strategies LLC | 933,117 | $2,158.30万 | 3.33% | 11,090 | 加仓 |
| One Wealth Advisors, LLC | 917,188 | $2,121.46万 | 2.34% | 65,242 | 加仓 |
| Sanctuary Advisors, LLC | 914,465 | $2,115.16万 | 0.10% | 43,516 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 880,216 | $2,035.94万 | 0.03% | 119,473 | 加仓 |
| Bond & Devick Financial Network, Inc. | 879,141 | $2,033.45万 | 5.01% | 35,462 | 加仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 872,446 | $2,017.97万 | 0.27% | -32,580 | 减仓 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 840,712 | $1,944.57万 | 0.14% | 42,941 | 加仓 |
内部人交易（Form 4）
SCHZ 董事、高管和大股东的最新买卖申报。专业版可看 🔒