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 🔒 | ||||||||
2026Q1 买入最多
| RATIONAL ADVISORS, INC. | 新建仓 | $7,143.08万 |
| MORGAN STANLEY | 加仓 | $2,977.02万 |
| Cerity Partners LLC | 加仓 | $2,713.59万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $2,251.68万 |
| CWM, LLC | 加仓 | $1,781.30万 |
| BNP PARIBAS FINANCIAL MARKETS | 新建仓 | $1,744.06万 |
| Vident Advisory, LLC | 加仓 | $1,739.69万 |
| Rockbridge Investment Management, LCC | 加仓 | $1,708.21万 |
| JPMORGAN CHASE & CO | 加仓 | $1,608.30万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $955.62万 |
| Savant Capital, LLC | 加仓 | $900.68万 |
| Kohmann Bosshard Financial Services, LLC | 加仓 | $875.83万 |
| HighTower Advisors, LLC | 加仓 | $866.56万 |
| CHOREO, LLC | 新建仓 | $707.91万 |
| Avantax Planning Partners, Inc. | 加仓 | $611.43万 |
| LPL Financial LLC | 加仓 | $585.46万 |
| CIBC WORLD MARKET INC. | 新建仓 | $580.50万 |
| Charles Schwab Trust Co | 加仓 | $463.90万 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 加仓 | $459.95万 |
| Vestmark Advisory Solutions, Inc. | 加仓 | $455.65万 |
2026Q1 卖出最多
| BlueSky Wealth Advisors, LLC | 减仓 | -$5,047.45万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$4,084.43万 |
| OneDigital Investment Advisors LLC | 减仓 | -$3,517.39万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$1,433.83万 |
| Destination Wealth Management | 减仓 | -$906.33万 |
| Forthright Family Wealth Advisory LLC | 减仓 | -$890.74万 |
| BREAKTHRU ADVISORY SERVICES, LLC | 减仓 | -$849.16万 |
| Advisor OS, LLC | 减仓 | -$461.59万 |
| THEORY FINANCIAL LLC | 减仓 | -$447.82万 |
| FIDUCIENT ADVISORS LLC | 清仓 | -$425.82万 |
| MorganRosel Wealth Management, LLC | 减仓 | -$420.90万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$414.60万 |
| Focus Financial Network, Inc. | 减仓 | -$413.14万 |
| Hidden Cove Wealth Management, LLC | 清仓 | -$322.42万 |
| Foundations Investment Advisors, LLC | 减仓 | -$317.35万 |
| SageView Advisory Group, LLC | 减仓 | -$298.20万 |
| Advisors Preferred, LLC | 清仓 | -$267.79万 |
| Bluespring Wealth Management, LLC | 减仓 | -$263.52万 |
| IFP Advisors, Inc | 减仓 | -$227.52万 |
| AlphaCore Capital LLC | 减仓 | -$212.84万 |
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 13,282,650 | $3.08亿 | 0.02% | 694,430 | 加仓 |
| Rockbridge Investment Management, LCC | 9,693,597 | $2.25亿 | 20.23% | 735,662 | 加仓 |
| Avantax Planning Partners, Inc. | 7,710,661 | $1.79亿 | 4.92% | 263,321 | 加仓 |
| AMERIPRISE FINANCIAL INC | 6,469,090 | $1.50亿 | 0.03% | 101,118 | 加仓 |
| Charles Schwab Trust Co | 6,414,972 | $1.49亿 | 9.66% | 199,784 | 加仓 |
| Financial Engines Advisors L.L.C. | 5,413,829 | $1.26亿 | 0.24% | 17,378 | 加仓 |
| CWM, LLC | 4,789,548 | $1.11亿 | 0.29% | 767,142 | 加仓 |
| HighTower Advisors, LLC | 4,491,138 | $1.04亿 | 0.11% | 373,196 | 加仓 |
| Kohmann Bosshard Financial Services, LLC | 3,320,799 | $7,710.89万 | 7.50% | 377,186 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 3,294,468 | $7,649.76万 | 0.02% | 969,715 | 加仓 |
| GOLDMAN SACHS GROUP INC | 3,131,198 | $7,270.64万 | 0.01% | -617,498 | 减仓 |
| RATIONAL ADVISORS, INC. | 3,076,262 | $7,143.08万 | 7.29% | 3,076,262 | 新建仓 |
| MORGAN STANLEY | 2,273,858 | $5,279.90万 | 0.00% | 1,282,095 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,192,525 | $5,091.04万 | 0.10% | -1,759,012 | 减仓 |
| Mariner, LLC | 2,156,252 | $5,006.82万 | 0.06% | 19,868 | 加仓 |
| Pioneer Wealth Management Group | 1,999,801 | $4,643.54万 | 13.02% | 185,543 | 加仓 |
| McAdam, LLC | 1,990,840 | $4,622.73万 | 2.08% | 74,795 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 1,897,393 | $4,374.19万 | 0.02% | 414,517 | 加仓 |
| Cerity Partners LLC | 1,790,371 | $4,157.24万 | 0.06% | 1,168,645 | 加仓 |
| Cetera Investment Advisers | 1,767,932 | $4,105.14万 | 0.04% | 115,427 | 加仓 |
| Vident Advisory, LLC | 1,635,135 | $3,796.78万 | 0.32% | 749,222 | 加仓 |
| DAYMARK WEALTH PARTNERS, LLC | 1,617,419 | $3,755.65万 | 1.18% | 175,475 | 加仓 |
| OneDigital Investment Advisors LLC | 1,603,152 | $3,722.52万 | 0.36% | -1,514,810 | 减仓 |
| Phil A. Younker & Associates, Ltd. | 1,570,095 | $3,645.76万 | 24.31% | 101,962 | 加仓 |
| Destination Wealth Management | 1,555,452 | $3,611.76万 | 0.94% | -390,324 | 减仓 |
| Blue Trust, Inc. | 1,516,289 | $3,520.82万 | 0.40% | -35,260 | 减仓 |
| FINANCIAL LIFE ADVISORS | 1,500,574 | $3,484.33万 | 10.85% | 22,821 | 加仓 |
| Horst & Graben Wealth Management LLC | 1,421,006 | $3,306.60万 | 4.54% | 31,838 | 加仓 |
| KilterHowling LLC | 1,344,150 | $3,121.12万 | 15.74% | 87,706 | 加仓 |
| ZynergyRetirementPlanningLLC | 1,326,270 | $3,079.60万 | 18.62% | 74,723 | 加仓 |
| TruNorth Capital Management, LLC | 1,294,961 | $3,006.90万 | 5.76% | 23,715 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 1,249,930 | $2,902.34万 | 0.00% | 66,647 | 加仓 |
| Mokosak Advisory Group, LLC | 1,235,661 | $2,869.20万 | 7.18% | 83,583 | 加仓 |
| Modern Wealth Management, LLC | 1,219,890 | $2,825.27万 | 0.48% | 40,655 | 加仓 |
| NorthRock Partners, LLC | 1,209,030 | $2,807.37万 | 0.44% | 23,243 | 加仓 |
| Plum Street Advisors, LLC | 1,198,403 | $2,782.69万 | 9.64% | 67,462 | 加仓 |
| OSAIC HOLDINGS, INC. | 1,167,596 | $2,711.16万 | 0.04% | 89,893 | 加仓 |
| LPL Financial LLC | 1,094,775 | $2,542.07万 | 0.01% | 252,137 | 加仓 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 1,064,646 | $2,472.11万 | 0.57% | 198,085 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 1,062,679 | $2,467.54万 | 0.27% | 196,231 | 加仓 |
| Alliance Wealth Management Group | 1,014,783 | $2,356.33万 | 5.15% | -4,068 | 减仓 |
| Towercrest Capital Management | 1,014,783 | $2,356.33万 | 3.67% | -4,068 | 减仓 |
| Tenret Co LLC | 984,581 | $2,286.20万 | 11.05% | 70,930 | 加仓 |
| TSA Wealth Managment LLC | 957,984 | $2,224.44万 | 7.19% | 19,237 | 加仓 |
| THEORY FINANCIAL LLC | 946,329 | $2,197.38万 | 7.71% | -192,859 | 减仓 |
| Creative Planning | 928,751 | $2,156.56万 | 0.01% | -24,306 | 减仓 |
| Asset Allocation Strategies LLC | 922,027 | $2,140.95万 | 3.80% | 39,090 | 加仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 905,026 | $2,101.47万 | 0.31% | -30,888 | 减仓 |
| Sanctuary Advisors, LLC | 870,949 | $2,022.34万 | 0.11% | 31,592 | 加仓 |
| One Wealth Advisors, LLC | 851,946 | $1,978.22万 | 2.46% | 54,679 | 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 🔒