SCMB SCHWAB STRATEGIC TR
MUN BD 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 | 196 | 116,490,019 | $30.08亿 | 40 | 77 | 39 | 18 | $2.66亿 |
| 2026Q1 | 169 | 106,053,771 | $27.02亿 | 27 | 72 | 32 | 11 | $6.63亿 |
| 付费方案可看全部 11 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 INC | 74,885,347 | $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 LLLP | 3,475,683 | $8,963.81万 | 0.04% | 500,632 | 加仓 |
| Avidian Wealth Enterprises, LLC | 1,483,825 | $3,831.24万 | 1.06% | -13,500 | 减仓 |
| Charles Schwab Trust Co | 1,055,202 | $2,724.53万 | 1.52% | 105,691 | 加仓 |
| Fort Point Capital Partners LLC | 1,014,596 | $2,619.69万 | 1.83% | 310,752 | 加仓 |
| Pallas Capital Advisors LLC | 918,625 | $2,371.89万 | 0.73% | 73,390 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 903,490 | $2,335.52万 | 0.13% | 123,639 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 860,999 | $2,223.10万 | 0.01% | 134,613 | 加仓 |
| Wedmont Private Capital | 494,540 | $1,269.98万 | 0.35% | 391 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 385,679 | $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 LP | 306,190 | $790.58万 | 0.01% | 5,530 | 加仓 |
| RWA WEALTH PARTNERS, LLC | 279,549 | $721.80万 | 0.07% | 39,084 | 加仓 |
| RENAISSANCE TECHNOLOGIES LLC | 276,100 | $712.89万 | 0.01% | 236,300 | 加仓 |
| CGN Advisors LLC | 225,093 | $581.19万 | 0.42% | -47,263 | 减仓 |
| Perigon Wealth Management, LLC | 223,357 | $576.71万 | 0.09% | 11,560 | 加仓 |
| CITADEL ADVISORS LLC | 221,635 | $572.26万 | 0.00% | 200,658 | 加仓 |
| JPMORGAN CHASE & CO | 216,721 | $559.57万 | 0.00% | 78,255 | 加仓 |
| MML INVESTORS SERVICES, LLC | 176,935 | $456.85万 | 0.01% | -104,480 | 减仓 |
| MYECFO, LLC | 167,230 | $431.79万 | 1.63% | -8,950 | 减仓 |
| Beaird Harris Wealth Management, LLC | 166,612 | $430.19万 | 0.27% | -25,850 | 减仓 |
| MANNING & NAPIER ADVISORS LLC | 156,452 | $403.96万 | 0.05% | 39,381 | 加仓 |
| Waverly Advisors, LLC | 153,858 | $397.26万 | 0.02% | 9,712 | 加仓 |
| Compass Financial Group, INC/SD | 149,926 | $387.11万 | 0.44% | 88,602 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 148,808 | $384.22万 | 0.00% | 60,462 | 加仓 |
| LPL Financial LLC | 147,243 | $380.18万 | 0.00% | 104,891 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 135,900 | $350.89万 | 0.00% | -20 | 减仓 |
| NATIXIS ADVISORS, LLC | 125,140 | $323.10万 | 0.00% | -67,417 | 减仓 |
| Shared Vision Wealth Group LLC | 118,406 | $305.72万 | 1.05% | 61,115 | 加仓 |
| Mariner, LLC | 116,462 | $300.70万 | 0.00% | 53,294 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 114,711 | $296.18万 | 0.00% | 33,746 | 加仓 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 112,247 | $289.82万 | 0.04% | -66,407 | 减仓 |
| GOLDMAN SACHS GROUP INC | 100,000 | $258.20万 | 0.00% | 84,391 | 重新持有 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 95,092 | $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 LLC | 80,000 | $206.60万 | 0.00% | 0 | 不变 |
| Breakwater Investment Management | 75,456 | $194.83万 | 0.66% | 1,947 | 加仓 |
| Creative Planning | 71,878 | $185.59万 | 0.00% | -676,960 | 减仓 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 71,792 | $185.37万 | 0.05% | 0 | 不变 |
| O'ROURKE & COMPANY, Inc | 70,567 | $182.20万 | 0.63% | 3,909 | 加仓 |
| Cetera Investment Advisers | 67,723 | $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, LLC | 62,983 | $162.62万 | 0.34% | — | — |
| TSA Wealth Managment LLC | 62,130 | $160.42万 | 0.45% | -3,157 | 减仓 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 60,614 | $156.51万 | 0.07% | 0 | 不变 |
| AQR CAPITAL MANAGEMENT LLC | 57,515 | $148.50万 | 0.00% | -7,597 | 减仓 |
| OLD MISSION CAPITAL LLC | 56,529 | $145.96万 | 0.02% | -340,409 | 减仓 |
内部人交易(Form 4)
SCMB 董事、高管和大股东的最新买卖申报。专业版可看 🔒