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嘉信·U.S. BROAD MARKET ETF · 13F 机构持仓分析
期权收益计算器 机构排行
S

嘉信·U.S. BROAD MARKET ETF

SCHWAB U.S. BROAD MARKET ETFSCHB
持有机构数
1393
机构合计市值 (Q2 2026)
$155.36亿
机构合计股数 (Q2 2026)
5.38亿股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,406.6万股
673 · 146 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-8,280.8万股
535 · 62 清仓 · ≈
⚖️ 净额
-5,874.1万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$155.36亿
持有机构数
1393
新买入
146
加仓
527
减仓
473
清仓
62
持股不变
247
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Wealthfront顾问Wealthfront Advisers LLC
2.86%2.9%#113$14.90亿5,143.5万股$13.19亿5,255.6万股-112.1万股-2.13%减仓
瑞银集团UBS Group AG
0.18%0.18%#557$14.17亿4,893.4万股$12.18亿4,851.4万股+41.9万股+0.86%加仓
Betterment智能投顾Betterment LLC
0.75%0.75%#258$4.43亿1,529.2万股$3.95亿1,571.8万股-42.6万股-2.71%减仓
REBALANCE, LLC
22.37%21.98%#9$4.27亿1,473.8万股$3.79亿1,508.2万股-34.4万股-2.28%减仓
SCS资本管理SCS Capital Management LLC
3.26%3.18%#95$3.46亿1,193.4万股$3.00亿1,197.0万股-3.6万股-0.30%减仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.06%0.06%#851$3.31亿1,142.8万股$2.97亿1,183.7万股-40.9万股-3.46%减仓
HighTower顾问HighTower Advisors, LLC
0.26%0.24%#462$2.69亿929.5万股$2.25亿896.7万股+32.8万股+3.66%加仓
Strid Group, LLC
27.57%26.9%#6$2.48亿857.7万股$2.17亿864.9万股-7.2万股-0.84%减仓
Evensky & Katz LLC
11.95%11.66%#30$2.31亿798.7万股$2.05亿816.5万股-17.8万股-2.19%减仓
HENGEHOLD CAPITAL MANAGEMENT LLC
17.17%16.93%#17$2.21亿764.1万股$1.94亿772.2万股-8.2万股-1.06%减仓
Hanson & Doremus Investment Management
20.75%20.35%#10$2.04亿703.5万股$1.77亿704.1万股-5,810股-0.08%减仓
HB财富管理HB Wealth Management, LLC
1.07%1.07%#210$1.90亿657.1万股$1.66亿659.5万股-2.4万股-0.37%减仓
Evergreen Advisors, LLC
38.94%37.02%#2$1.82亿630.1万股$1.58亿628.0万股+2.0万股+0.32%加仓
Forvis玛泽财富顾问Forvis Mazars Wealth Advisors, LLC
2.97%2.97%#107$1.78亿614.9万股$1.56亿623.0万股-8.1万股-1.30%减仓
HT Partners LLC
48.66%46.99%#1$1.76亿606.8万股$1.55亿618.1万股-11.4万股-1.84%减仓
Savant资本Savant Capital, LLC
0.47%0.36%#347$1.61亿594.3万股$7,454.4万297.0万股+297.3万股+100.12%加仓
TruNorth Capital Management, LLC
25.35%25.07%#7$1.58亿544.9万股$1.31亿521.1万股+23.8万股+4.58%加仓
HHM Wealth Advisors, LLC
15.29%14.87%#21$1.52亿525.8万股$1.29亿514.7万股+11.2万股+2.17%加仓
阿尔法核心资本AlphaCore Capital LLC
2.8%3.19%#116$1.52亿523.3万股$1.34亿535.4万股-12.0万股-2.25%减仓
MarinerMariner, LLC
0.14%0.15%#623$1.36亿468.4万股$1.25亿499.7万股-31.3万股-6.26%减仓
Accredited Investors Inc.
5.56%6.23%#58$1.29亿444.4万股$1.16亿460.7万股-16.3万股-3.55%减仓
Morton Brown Family Wealth, LLC
27.98%26.65%#5$1.23亿426.2万股$1.01亿401.8万股+24.4万股+6.06%加仓
Compass Financial Group, INC/SD
12.94%13.59%#23$1.13亿389.4万股$9,711.8万386.9万股+2.5万股+0.64%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.16%0.18%#586$1.06亿365.4万股$1.02亿404.7万股-39.3万股-9.71%减仓
Waverly顾问Waverly Advisors, LLC
0.59%0.57%#298$1.02亿353.0万股$7,683.7万306.1万股+46.9万股+15.31%加仓
摩根士丹利MORGAN STANLEY
0.01%<0.01%#1256$1.00亿345.9万股$8,217.8万319.6万股+26.2万股+8.21%加仓
MANCHESTER FINANCIAL INC
17.41%16.51%#15$9,793.8万338.2万股$8,601.3万342.7万股-4.5万股-1.31%减仓
Creative Planning财富管理Creative Planning
0.06%0.05%#866$9,558.4万330.1万股$8,024.6万319.7万股+10.3万股+3.24%加仓
巴伦廷合伙人Ballentine Partners, LLC
1.15%1.14%#205$9,421.0万325.3万股$8,176.8万325.8万股-4,570股-0.14%减仓
HBK索尔斯顾问HBK Sorce Advisory LLC
1.77%1.76%#150$9,373.2万315.2万股$8,896.8万313.0万股+2.1万股+0.68%加仓
Quantinno资本管理Quantinno Capital Management LP
0.11%0.12%#697$8,940.6万308.7万股$6,986.0万278.3万股+30.4万股+10.92%加仓
LPL金融LPL Financial LLC
0.02%0.02%#1110$8,644.9万298.5万股$7,328.5万292.0万股+6.5万股+2.24%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.03%0.03%#978$8,419.1万297.1万股$6,465.8万263.9万股+33.2万股+12.57%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#1166$8,346.5万288.2万股$7,233.2万288.2万股+250股+0.01%加仓
NORTH STAR 资产管理NORTH STAR ASSET MANAGEMENT INC
3.16%3.78%#99$8,030.2万277.3万股$6,728.3万268.1万股+9.2万股+3.44%加仓
Asset Advisors Investment Management, LLC
7.28%6.61%#49$7,933.2万273.9万股$6,933.3万276.2万股-2.3万股-0.83%减仓
布朗顾问BROWN ADVISORY INC
0.12%0.11%#657$7,872.0万271.8万股$6,804.8万271.1万股+7,170股+0.26%加仓
Gallagher Fiduciary 顾问Gallagher Fiduciary Advisors, LLC
2.31%40.01%#132$7,843.7万270.8万股$27.57亿6,920.6万股-6,649.8万股-96.09%减仓
Legacy Financial Strategies, LLC
11.96%11.84%#27$7,718.9万266.5万股$6,562.6万261.5万股+5.1万股+1.94%加仓
圆圈财富管理Circle Wealth Management, LLC
0.96%0.94%#228$7,631.4万263.5万股$6,617.0万263.6万股-1,081股-0.04%减仓
D L CARLSON INVESTMENT GROUP INC
11.95%11.18%#29$7,507.0万259.2万股$6,505.7万259.2万股+283股+0.01%加仓
MYECFO, LLC
28.17%26.86%#4$7,463.3万257.7万股$6,419.4万255.8万股+1.9万股+0.76%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%0.01%#1266$7,345.6万253.6万股$8,017.5万319.4万股-65.8万股-20.59%减仓
蓝泉财富管理Bluespring Wealth Management, LLC
1.41%3.9%#182$7,325.0万252.9万股$4,529.2万180.4万股+72.5万股+40.17%加仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.96%0.94%#227$7,320.2万252.8万股$6,446.0万256.8万股-4.0万股-1.57%减仓
Winthrop Advisory Group LLC
4.85%4.91%#62$7,204.4万248.8万股$6,011.5万239.5万股+9.3万股+3.87%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.12%0.12%#677$7,061.3万250.0万股$5,676.1万232.0万股+18.0万股+7.75%加仓
Bouchey Financial Group, Ltd.
4.54%4.72%#66$7,021.2万242.4万股$6,436.0万245.2万股-2.7万股-1.12%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#1176$6,923.4万239.1万股$5,177.9万206.3万股+32.8万股+15.89%加仓
Focus Partners财富Focus Partners Wealth
0.07%0.07%#808$6,903.4万238.4万股$6,664.2万265.4万股-27.0万股-10.19%减仓

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