SMBS SCHWAB STRATEGIC TR
MORTGAGE BACKED
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 | 81 | 246,677,990 | $62.71亿 | 19 | 22 | 18 | 18 | $2.29亿 |
| 2026Q1 | 77 | 237,648,858 | $60.72亿 | 24 | 24 | 15 | 13 | $3.49亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 加仓 | $2.48亿 |
| CITADEL ADVISORS LLC | 加仓 | $231.83万 |
| CacheTech Inc. | 加仓 | $162.40万 |
| Adams Wealth Management | 加仓 | $88.27万 |
| Schwallier Wealth Management LLC | 加仓 | $56.42万 |
| BRIGHTON JONES LLC | 新建仓 | $38.45万 |
| Corient Private Wealth LP | 新建仓 | $35.71万 |
| Aspetuck Financial Management LLC | 加仓 | $33.68万 |
| HRT FINANCIAL LP | 加仓 | $33.27万 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 加仓 | $33.27万 |
| Facet Wealth, Inc. | 新建仓 | $29.79万 |
| Farther Finance Advisors, LLC | 加仓 | $28.10万 |
| Cerity Partners LLC | 新建仓 | $27.91万 |
| ROYAL BANK OF CANADA | 加仓 | $25.20万 |
| Focus Partners Wealth | 加仓 | $22.68万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 新建仓 | $22.59万 |
| CGC Financial Services, LLC | 新建仓 | $18.58万 |
| Summit Financial, LLC | 加仓 | $17.80万 |
| MORGAN STANLEY | 加仓 | $17.36万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $8.26万 |
2026Q2 卖出最多
| JPMORGAN CHASE & CO | 减仓 | -$1,342.80万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$614.88万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$510.60万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$75.18万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 清仓 | -$65.25万 |
| CoreCap Advisors, LLC | 减仓 | -$56.98万 |
| Mariner, LLC | 重新持有 | -$37.89万 |
| JANE STREET GROUP, LLC | 减仓 | -$30.66万 |
| Simplicity Wealth,LLC | 清仓 | -$27.46万 |
| US BANCORP \DE\ | 减仓 | -$25.35万 |
| StoneX Group Inc. | 清仓 | -$21.74万 |
| LPL Financial LLC | 减仓 | -$16.77万 |
| MAI Capital Management | 清仓 | -$15.59万 |
| Creative Planning | 减仓 | -$11.05万 |
| Private Wealth Asset Management, LLC | 清仓 | -$9.06万 |
| FMR LLC | 减仓 | -$7.83万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$5.25万 |
| Beacon Capital Management, Inc. | 清仓 | -$2.86万 |
| Synergy Investment Management, LLC | 清仓 | -$1.99万 |
| Asset Dedication, LLC | 清仓 | -$1.96万 |
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 | 244,513,787 | $62.16亿 | 0.83% | 9,740,531 | 加仓 |
| CacheTech Inc. | 450,536 | $1,145.26万 | 1.85% | 63,887 | 加仓 |
| Adams Wealth Management | 384,412 | $977.18万 | 1.87% | 34,724 | 加仓 |
| Schwallier Wealth Management LLC | 198,387 | $504.30万 | 3.19% | 22,195 | 加仓 |
| CITADEL ADVISORS LLC | 161,415 | $410.32万 | 0.00% | 91,198 | 加仓 |
| Summit Financial, LLC | 131,599 | $334.52万 | 0.04% | 7,002 | 加仓 |
| JPMORGAN CHASE & CO | 90,825 | $231.88万 | 0.00% | -525,969 | 减仓 |
| GOLDMAN SACHS GROUP INC | 84,737 | $215.40万 | 0.00% | -241,887 | 减仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 73,768 | $187.52万 | 0.00% | -200,864 | 减仓 |
| JANE STREET GROUP, LLC | 55,592 | $141.31万 | 0.00% | -12,061 | 减仓 |
| Aspetuck Financial Management LLC | 42,000 | $106.76万 | 0.63% | 13,250 | 加仓 |
| LPL Financial LLC | 40,892 | $103.95万 | 0.00% | -6,599 | 减仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38,500 | $97.87万 | 0.01% | 13,087 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 37,752 | $95.97万 | 0.00% | -29,577 | 减仓 |
| HRT FINANCIAL LP | 26,655 | $67.70万 | 0.00% | 13,101 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 26,243 | $66.71万 | 0.00% | 371 | 加仓 |
| CHAPMAN FINANCIAL GROUP, LLC | 26,181 | $66.55万 | 0.44% | 700 | 加仓 |
| Creative Planning | 25,482 | $64.78万 | 0.00% | -4,347 | 减仓 |
| Atlantic Union Bankshares Corp | 21,511 | $54.68万 | 0.01% | 0 | 不变 |
| Focus Partners Wealth | 17,855 | $45.39万 | 0.00% | 8,921 | 加仓 |
| Cetera Investment Advisers | 15,463 | $39.31万 | 0.00% | 1,863 | 加仓 |
| BRIGHTON JONES LLC | 15,125 | $38.45万 | 0.01% | 15,125 | 新建仓 |
| Mariner, LLC | 14,481 | $36.81万 | 0.00% | -14,907 | 重新持有 |
| Farther Finance Advisors, LLC | 14,162 | $36.00万 | 0.00% | 11,056 | 加仓 |
| Corient Private Wealth LP | 14,049 | $35.71万 | 0.00% | 14,049 | 新建仓 |
| CHAPIN DAVIS, INC. | 12,698 | $32.28万 | 0.06% | 0 | 不变 |
| Facet Wealth, Inc. | 11,719 | $29.79万 | 0.00% | 11,719 | 新建仓 |
| RAYMOND JAMES FINANCIAL INC | 11,368 | $28.90万 | 0.00% | 2,372 | 重新持有 |
| FMR LLC | 11,350 | $28.85万 | 0.00% | -3,082 | 减仓 |
| ROYAL BANK OF CANADA | 11,090 | $28.20万 | 0.00% | 9,911 | 加仓 |
| Cerity Partners LLC | 10,978 | $27.91万 | 0.00% | 10,978 | 新建仓 |
| MORGAN STANLEY | 9,054 | $23.02万 | 0.00% | 6,830 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 8,887 | $22.59万 | 0.00% | 8,887 | 新建仓 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 8,000 | $20.34万 | 0.02% | 0 | 不变 |
| CGC Financial Services, LLC | 7,310 | $18.58万 | 0.04% | 7,310 | 新建仓 |
| Piscataqua Savings Bank | 5,234 | $13.30万 | 0.09% | 0 | 不变 |
| OSAIC HOLDINGS, INC. | 5,147 | $13.08万 | 0.00% | -2,064 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,497 | $11.43万 | 0.00% | 3,186 | 加仓 |
| WELLS FARGO & COMPANY/MN | 3,823 | $9.72万 | 0.00% | 3,250 | 加仓 |
| CoreCap Advisors, LLC | 3,139 | $7.98万 | 0.00% | -22,415 | 减仓 |
| PFS Partners, LLC | 2,688 | $6.83万 | 0.03% | 0 | 不变 |
| AE Wealth Management LLC | 2,543 | $6.46万 | 0.00% | 2,299 | 加仓 |
| Addison Advisors LLC | 2,217 | $5.64万 | 0.03% | 2,217 | 新建仓 |
| Parallel Advisors, LLC | 1,958 | $4.98万 | 0.00% | 1,929 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 1,879 | $4.80万 | 0.00% | 1,817 | 重新持有 |
| Steward Partners Investment Advisory, LLC | 1,736 | $4.41万 | 0.00% | 1,736 | 新建仓 |
| Ancora Advisors LLC | 1,667 | $4.24万 | 0.00% | 0 | 不变 |
| HOEY INVESTMENTS, INC | 1,557 | $3.96万 | 0.01% | -34 | 减仓 |
| IFP Advisors, Inc | 1,289 | $3.28万 | 0.00% | -59 | 减仓 |
| HM PAYSON & CO | 1,253 | $3.19万 | 0.00% | 0 | 不变 |
内部人交易（Form 4）
SMBS 董事、高管和大股东的最新买卖申报。专业版可看 🔒