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 🔒 | ||||||||
2026Q1 买入最多
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 加仓 | $3.10亿 |
| JPMORGAN CHASE & CO | 加仓 | $1,570.76万 |
| GOLDMAN SACHS GROUP INC | 重新持有 | $746.50万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $466.00万 |
| Schwallier Wealth Management LLC | 新建仓 | $450.17万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $115.82万 |
| Aspetuck Financial Management LLC | 新建仓 | $73.46万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $66.10万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 新建仓 | $65.25万 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 新建仓 | $64.93万 |
| CoreCap Advisors, LLC | 加仓 | $61.31万 |
| Atlantic Union Bankshares Corp | 新建仓 | $54.96万 |
| JANE STREET GROUP, LLC | 加仓 | $48.32万 |
| Creative Planning | 加仓 | $47.97万 |
| LPL Financial LLC | 加仓 | $46.41万 |
| Summit Financial, LLC | 加仓 | $45.16万 |
| CITADEL ADVISORS LLC | 加仓 | $28.26万 |
| Simplicity Wealth,LLC | 新建仓 | $27.46万 |
| US BANCORP \DE\ | 新建仓 | $27.20万 |
| FMR LLC | 加仓 | $23.15万 |
2026Q1 卖出最多
| Hidden Cove Wealth Management, LLC | 清仓 | -$37.23万 |
| PNC Financial Services Group, Inc. | 减仓 | -$18.14万 |
| IFP Advisors, Inc | 减仓 | -$17.80万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$13.18万 |
| Adams Wealth Management | 减仓 | -$13.06万 |
| CacheTech Inc. | 减仓 | -$9.08万 |
| WealthCollab, LLC | 清仓 | -$8.31万 |
| HOWE & RUSLING INC | 清仓 | -$7.91万 |
| MORGAN STANLEY | 减仓 | -$7.72万 |
| Rockefeller Capital Management L.P. | 减仓 | -$6.57万 |
| Ancora Advisors LLC | 减仓 | -$4.92万 |
| FIFTH THIRD BANCORP | 减仓 | -$4.70万 |
| Focus Partners Wealth | 减仓 | -$4.63万 |
| Triumph Capital Management | 清仓 | -$3.13万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$2.97万 |
| Allworth Financial LP | 减仓 | -$2.38万 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 清仓 | -$2.24万 |
| Root Financial Partners, LLC | 减仓 | -$8,534 |
| OPTIMA CAPITAL LLC | 清仓 | -$7,548 |
| Harbor Asset Planning, Inc. | 清仓 | -$3,646 |
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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 234,773,256 | $59.98亿 | 0.92% | 12,124,163 | 加仓 |
| JPMORGAN CHASE & CO | 616,794 | $1,572.82万 | 0.00% | 615,984 | 加仓 |
| CacheTech Inc. | 386,649 | $987.89万 | 1.90% | -3,552 | 减仓 |
| Adams Wealth Management | 349,688 | $893.45万 | 1.96% | -5,112 | 减仓 |
| GOLDMAN SACHS GROUP INC | 326,624 | $834.52万 | 0.00% | 292,171 | 重新持有 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 274,632 | $701.68万 | 0.00% | 182,388 | 加仓 |
| Schwallier Wealth Management LLC | 176,192 | $450.17万 | 3.29% | 176,192 | 新建仓 |
| Summit Financial, LLC | 124,597 | $318.35万 | 0.04% | 17,675 | 加仓 |
| CITADEL ADVISORS LLC | 70,217 | $179.40万 | 0.00% | 11,062 | 加仓 |
| JANE STREET GROUP, LLC | 67,653 | $172.85万 | 0.00% | 18,911 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 67,329 | $172.03万 | 0.00% | 45,330 | 加仓 |
| LPL Financial LLC | 47,491 | $121.34万 | 0.00% | 18,164 | 加仓 |
| Creative Planning | 29,829 | $76.21万 | 0.00% | 18,773 | 加仓 |
| Aspetuck Financial Management LLC | 28,750 | $73.46万 | 0.50% | 28,750 | 新建仓 |
| BANK OF AMERICA CORP /DE/ | 25,872 | $66.10万 | 0.00% | 25,870 | 加仓 |
| CoreCap Advisors, LLC | 25,554 | $65.29万 | 0.02% | 23,995 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25,558 | $65.25万 | 0.00% | 25,558 | 新建仓 |
| CHAPMAN FINANCIAL GROUP, LLC | 25,481 | $65.10万 | 0.47% | 200 | 加仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 25,413 | $64.93万 | 0.01% | 25,413 | 新建仓 |
| Atlantic Union Bankshares Corp | 21,511 | $54.96万 | 0.01% | 21,511 | 新建仓 |
| FMR LLC | 14,432 | $36.87万 | 0.00% | 9,060 | 加仓 |
| Cetera Investment Advisers | 13,600 | $34.75万 | 0.00% | 913 | 加仓 |
| HRT FINANCIAL LP | 13,554 | $34.60万 | 0.00% | 4,858 | 加仓 |
| CHAPIN DAVIS, INC. | 12,698 | $32.44万 | 0.07% | 0 | 不变 |
| Simplicity Wealth,LLC | 10,747 | $27.46万 | 0.02% | 10,747 | 新建仓 |
| US BANCORP \DE\ | 10,647 | $27.20万 | 0.00% | 10,647 | 新建仓 |
| Focus Partners Wealth | 8,934 | $22.83万 | 0.00% | -1,811 | 减仓 |
| StoneX Group Inc. | 8,509 | $21.74万 | 0.01% | 8,509 | 新建仓 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 8,000 | $20.44万 | 0.02% | 8,000 | 新建仓 |
| OSAIC HOLDINGS, INC. | 7,211 | $18.42万 | 0.00% | -70 | 减仓 |
| CWM, LLC | 7,157 | $18.29万 | 0.00% | 597 | 加仓 |
| MAI Capital Management | 6,100 | $15.59万 | 0.00% | 157 | 加仓 |
| Piscataqua Savings Bank | 5,234 | $13.37万 | 0.09% | 0 | 不变 |
| Private Wealth Asset Management, LLC | 3,546 | $9.06万 | 0.01% | 13 | 加仓 |
| Farther Finance Advisors, LLC | 3,106 | $7.91万 | 0.00% | 2,868 | 加仓 |
| PFS Partners, LLC | 2,688 | $6.87万 | 0.03% | 0 | 不变 |
| MORGAN STANLEY | 2,224 | $5.68万 | 0.00% | -3,021 | 减仓 |
| Ancora Advisors LLC | 1,667 | $4.26万 | 0.00% | -1,925 | 减仓 |
| HOEY INVESTMENTS, INC | 1,591 | $4.07万 | 0.01% | 34 | 加仓 |
| IFP Advisors, Inc | 1,348 | $3.44万 | 0.00% | -6,965 | 减仓 |
| Allworth Financial LP | 1,337 | $3.42万 | 0.00% | -931 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,311 | $3.35万 | 0.00% | -5,157 | 减仓 |
| HM PAYSON & CO | 1,253 | $3.20万 | 0.00% | 1,253 | 新建仓 |
| ROYAL BANK OF CANADA | 1,179 | $3.00万 | 0.00% | 357 | 加仓 |
| Beacon Capital Management, Inc. | 1,121 | $2.86万 | 0.00% | 1,121 | 新建仓 |
| Burk Holdings LLC | 1,065 | $2.72万 | 0.01% | 1,065 | 新建仓 |
| HARBOUR INVESTMENTS, INC. | 885 | $2.26万 | 0.00% | 60 | 加仓 |
| MCF Advisors LLC | 845 | $2.16万 | 0.00% | 0 | 不变 |
| Synergy Investment Management, LLC | 777 | $1.99万 | 0.01% | 777 | 新建仓 |
| Asset Dedication, LLC | 769 | $1.96万 | 0.00% | 769 | 新建仓 |
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 🔒