13F 机构持仓

SCMB SCHWAB STRATEGIC TR

MUN BD ETF

持有机构数1962026Q2
26Q126Q2
机构合计持股(股)116,490,0192026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q2196116,490,019$30.08亿 40773918$2.66亿
2026Q1169106,053,771$27.02亿 27723211$6.63亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

CHARLES SCHWAB INVESTMENT MANAGEMENT INC加仓$2.22亿
BANK OF AMERICA CORP /DE/加仓$3,548.83万
JONES FINANCIAL COMPANIES LLLP加仓$1,291.13万
Fort Point Capital Partners LLC加仓$802.36万
RENAISSANCE TECHNOLOGIES LLC加仓$610.13万
CITADEL ADVISORS LLC加仓$518.10万
ENVESTNET ASSET MANAGEMENT INC加仓$347.57万
UNITED CAPITAL FINANCIAL ADVISORS, LLC加仓$319.61万
Charles Schwab Trust Co加仓$272.89万
LPL Financial LLC加仓$270.83万
SMITH, MOORE & CO.加仓$246.02万
Compass Financial Group, INC/SD加仓$228.77万
GOLDMAN SACHS GROUP INC重新持有$217.90万
JPMORGAN CHASE & CO加仓$202.05万
Pallas Capital Advisors LLC加仓$189.49万
Shared Vision Wealth Group LLC加仓$157.80万
RAYMOND JAMES FINANCIAL INC加仓$156.11万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC加仓$147.60万
Mariner, LLC加仓$137.60万
Acorn Wealth Advisors, LLC新建仓$104.30万

2026Q2 卖出最多

JANE STREET GROUP, LLC清仓-$2,213.00万
Creative Planning减仓-$1,747.92万
OLD MISSION CAPITAL LLC减仓-$878.94万
Tower Research Capital LLC (TRC)减仓-$337.52万
MML INVESTORS SERVICES, LLC减仓-$269.77万
SUSQUEHANNA INTERNATIONAL GROUP, LLP清仓-$185.26万
NATIXIS ADVISORS, LLC减仓-$174.06万
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC减仓-$171.46万
Torrey Growth & Income Advisors减仓-$131.81万
CGN Advisors LLC减仓-$122.03万
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC减仓-$120.41万
Values Added Financial LLC重新持有-$97.45万
NewCorp Financial Services, Inc.清仓-$89.53万
Beaird Harris Wealth Management, LLC减仓-$66.74万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$65.59万
Avidian Wealth Enterprises, LLC减仓-$34.86万
IFP Advisors, Inc减仓-$34.55万
BURLING WEALTH PARTNERS, LLC清仓-$32.17万
HRT FINANCIAL LP清仓-$31.60万
OneDigital Investment Advisors LLC清仓-$25.03万

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
CHARLES SCHWAB INVESTMENT MANAGEMENT INC74,885,347$19.34亿0.26%8,579,053加仓
BANK OF AMERICA CORP /DE/23,333,836$6.02亿0.04%1,374,450加仓
JONES FINANCIAL COMPANIES LLLP3,475,683$8,963.81万0.04%500,632加仓
Avidian Wealth Enterprises, LLC1,483,825$3,831.24万1.06%-13,500减仓
Charles Schwab Trust Co1,055,202$2,724.53万1.52%105,691加仓
Fort Point Capital Partners LLC1,014,596$2,619.69万1.83%310,752加仓
Pallas Capital Advisors LLC918,625$2,371.89万0.73%73,390加仓
UNITED CAPITAL FINANCIAL ADVISORS, LLC903,490$2,335.52万0.13%123,639加仓
ENVESTNET ASSET MANAGEMENT INC860,999$2,223.10万0.01%134,613加仓
Wedmont Private Capital494,540$1,269.98万0.35%391加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC385,679$990.42万0.02%57,477加仓
SMITH, MOORE & CO.329,854$851.68万0.55%95,284加仓
Quantinno Capital Management LP306,190$790.58万0.01%5,530加仓
RWA WEALTH PARTNERS, LLC279,549$721.80万0.07%39,084加仓
RENAISSANCE TECHNOLOGIES LLC276,100$712.89万0.01%236,300加仓
CGN Advisors LLC225,093$581.19万0.42%-47,263减仓
Perigon Wealth Management, LLC223,357$576.71万0.09%11,560加仓
CITADEL ADVISORS LLC221,635$572.26万0.00%200,658加仓
JPMORGAN CHASE & CO216,721$559.57万0.00%78,255加仓
MML INVESTORS SERVICES, LLC176,935$456.85万0.01%-104,480减仓
MYECFO, LLC167,230$431.79万1.63%-8,950减仓
Beaird Harris Wealth Management, LLC166,612$430.19万0.27%-25,850减仓
MANNING & NAPIER ADVISORS LLC156,452$403.96万0.05%39,381加仓
Waverly Advisors, LLC153,858$397.26万0.02%9,712加仓
Compass Financial Group, INC/SD149,926$387.11万0.44%88,602加仓
RAYMOND JAMES FINANCIAL INC148,808$384.22万0.00%60,462加仓
LPL Financial LLC147,243$380.18万0.00%104,891加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO135,900$350.89万0.00%-20减仓
NATIXIS ADVISORS, LLC125,140$323.10万0.00%-67,417减仓
Shared Vision Wealth Group LLC118,406$305.72万1.05%61,115加仓
Mariner, LLC116,462$300.70万0.00%53,294加仓
CAPTRUST FINANCIAL ADVISORS114,711$296.18万0.00%33,746加仓
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC112,247$289.82万0.04%-66,407减仓
GOLDMAN SACHS GROUP INC100,000$258.20万0.00%84,391重新持有
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC95,092$245.53万0.32%-46,633减仓
Investment Planning Advisors, Inc.90,645$234.05万0.54%-278减仓
OSAIC HOLDINGS, INC.85,248$220.12万0.00%32,195加仓
Janney Montgomery Scott LLC80,000$206.60万0.00%0不变
Breakwater Investment Management75,456$194.83万0.66%1,947加仓
Creative Planning71,878$185.59万0.00%-676,960减仓
DONALDSON CAPITAL MANAGEMENT, LLC71,792$185.37万0.05%0不变
O'ROURKE & COMPANY, Inc70,567$182.20万0.63%3,909加仓
Cetera Investment Advisers67,723$174.86万0.00%124加仓
Cambridge Investment Research Advisors, Inc.66,224$171.00万0.00%26,124加仓
GREAT VALLEY ADVISOR GROUP, INC.65,957$170.30万0.03%33加仓
Copper Harbor Investment Advisors, LLC62,983$162.62万0.34%——
TSA Wealth Managment LLC62,130$160.42万0.45%-3,157减仓
CREATIVE FINANCIAL DESIGNS INC /ADV60,614$156.51万0.07%0不变
AQR CAPITAL MANAGEMENT LLC57,515$148.50万0.00%-7,597减仓
OLD MISSION CAPITAL LLC56,529$145.96万0.02%-340,409减仓

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