13FBOX
嘉信策略信托 · 13F 机构持仓分析
期权收益计算器 机构排行
S

嘉信策略信托

SCHWAB STRATEGIC TRSCHC
持有机构数
869
机构合计市值 (Q2 2026)
$207.61亿
机构合计股数 (Q2 2026)
3.15亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,689.6万股
485 · 112 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,172.9万股
295 · 56 清仓 · ≈
⚖️ 净额
+516.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$207.61亿
持有机构数
869
新买入
112
加仓
373
减仓
239
清仓
56
持股不变
145
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
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.99%1.07%#137$74.45亿1.41亿股$69.99亿1.43亿股-192.7万股-1.35%减仓
Roehl & Yi Investment Advisors, LLC
1.44%0.2%#113$41.42亿8.3万股$36.7万1.6万股+6.8万股+424.40%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
1.42%1.55%#115$8.59亿1,640.9万股$7.08亿1,459.3万股+181.6万股+12.45%加仓
Regions金融REGIONS FINANCIAL CORP
3.13%2.94%#63$5.24亿993.0万股$4.52亿924.5万股+68.5万股+7.41%加仓
美国银行BANK OF AMERICA CORP /DE/
0.03%0.03%#523$4.58亿867.4万股$4.08亿833.0万股+34.4万股+4.13%加仓
摩根士丹利MORGAN STANLEY
0.02%0.02%#566$3.83亿726.5万股$2.67亿621.6万股+104.9万股+16.88%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.18%0.18%#280$3.34亿632.3万股$2.99亿612.0万股+20.3万股+3.31%加仓
富国银行WELLS FARGO & COMPANY/MN
0.05%0.05%#439$3.06亿580.8万股$2.90亿591.8万股-10.9万股-1.85%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.34%0.35%#221$2.22亿421.0万股$1.98亿404.4万股+16.6万股+4.11%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.03%0.04%#499$1.69亿317.9万股$1.52亿311.7万股+6.3万股+2.01%加仓
Mountain Capital Investment Advisors Inc.
21.78%22%#1$1.54亿292.1万股$1.48亿290.9万股+1.2万股+0.42%加仓
胜利资本管理VICTORY CAPITAL MANAGEMENT INC
0.09%0.09%#372$1.54亿291.5万股$1.43亿291.5万股00.00%持仓不变
LPL金融LPL Financial LLC
0.03%0.03%#498$1.52亿287.8万股$1.31亿267.5万股+20.4万股+7.62%加仓
Auto-Owners 保险Auto-Owners Insurance Co
3.22%3.66%#61$1.43亿270.3万股$1.75亿364.0万股-93.7万股-25.74%减仓
Boulay Financial Advisors, LLC
12.93%15.3%#5$1.40亿264.8万股$1.33亿272.5万股-7.8万股-2.84%减仓
FOSTER & MOTLEY INC
6.17%6.17%#23$1.34亿254.1万股$1.20亿244.3万股+9.8万股+4.01%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.03%0.03%#509$1.32亿249.6万股$1.26亿258.4万股-8.7万股-3.39%减仓
Corient私人财富Corient Private Wealth LLC
0.08%0.15%#384$1.05亿199.7万股$1.03亿209.7万股-10.0万股-4.75%减仓
瑞银集团UBS Group AG
0.01%0.01%#647$9,066.0万171.8万股$7,746.1万158.3万股+13.5万股+8.54%加仓
Cetera投资顾问Cetera Investment Advisers
0.08%0.09%#380$8,866.1万168.0万股$8,042.0万164.4万股+3.7万股+2.24%加仓
StoneX Group Inc.
3.4%3.98%#57$8,389.0万159.0万股$7,393.6万151.1万股+7.9万股+5.23%加仓
HighTower顾问HighTower Advisors, LLC
0.08%0.07%#390$7,814.8万148.1万股$6,759.7万138.2万股+10.0万股+7.22%加仓
Savant资本Savant Capital, LLC
0.23%0.11%#257$7,786.6万149.1万股$2,322.9万47.5万股+101.6万股+213.98%加仓
阿尔法核心资本AlphaCore Capital LLC
1.4%1.73%#117$7,563.9万143.4万股$7,303.0万149.3万股-5.9万股-3.95%减仓
CVA Family Office, LLC
6.63%6.96%#19$7,323.8万138.8万股$6,611.1万135.1万股+3.7万股+2.74%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.08%0.07%#378$7,011.6万132.9万股$4,708.8万96.2万股+36.7万股+38.10%加仓
ALPS顾问ALPS ADVISORS INC
0.32%0.27%#227$6,903.5万130.8万股$5,762.9万117.8万股+13.1万股+11.10%加仓
富达投资FMR LLC
<0.01%<0.01%#771$6,467.7万122.6万股$8,462.1万172.9万股-50.4万股-29.12%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#595$6,331.0万120.0万股$5,459.5万111.6万股+8.4万股+7.55%加仓
Nadler Financial Group, Inc.
5.23%5.38%#32$6,171.9万117.0万股$5,579.0万114.0万股+3.0万股+2.60%加仓
Strata Wealth Advisors, LLC
14.86%15.84%#2$6,094.5万115.5万股$5,778.1万118.1万股-2.6万股-2.18%减仓
Trust Co
5.31%5.22%#30$5,883.2万111.5万股$5,571.8万113.9万股-2.4万股-2.08%减仓
Capital Advantage, Inc.
7.08%7.07%#15$5,806.4万110.1万股$5,409.6万110.6万股-5,046股-0.46%减仓
Capital Advisors Wealth Management, LLC
6.63%6.91%#20$5,645.7万107.0万股$5,145.8万105.2万股+1.8万股+1.75%加仓
Hardy Reed LLC
3.55%3.81%#55$5,533.5万104.9万股$5,219.6万106.7万股-1.8万股-1.68%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.42%0.45%#203$5,434.0万103.0万股$5,240.5万107.1万股-4.1万股-3.83%减仓
Charles Schwab Trust Co
3.01%3.27%#65$5,390.9万102.2万股$5,037.8万103.0万股-7,802股-0.76%减仓
Verde Capital Management
9.9%10.38%#6$5,355.5万101.5万股$4,855.1万99.2万股+2.3万股+2.30%加仓
CANANDAIGUA NATIONAL BANK & TRUST CO
4.51%#42$5,353.7万101.5万股$00股+101.5万股新买入
MarinerMariner, LLC
0.06%0.05%#429$5,310.5万100.7万股$4,628.1万94.6万股+6.1万股+6.41%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#750$5,276.0万100.0万股$119.6万2.4万股+97.6万股+3,992.49%加仓
Focus Partners财富Focus Partners Wealth
0.05%0.05%#435$4,942.3万93.7万股$4,467.2万91.3万股+2.4万股+2.64%加仓
Johnson Bixby & Associates, LLC
5.26%5.31%#31$4,710.9万89.3万股$4,284.5万87.6万股+1.7万股+1.97%加仓
MFA WEALTH ADVISORS, LLC
7.78%8.69%#11$4,562.7万86.5万股$4,418.1万90.3万股-3.8万股-4.22%减仓
Barry Investment Advisors, LLC
9.1%8.62%#7$4,350.9万82.5万股$3,911.5万79.9万股+2.5万股+3.16%加仓
Focus Financial Network, Inc.
1.34%1.36%#119$4,335.3万82.2万股$3,798.9万77.6万股+4.5万股+5.84%加仓
EP财富顾问EP Wealth Advisors, LLC
0.17%0.03%#292$4,326.6万82.0万股$551.3万11.3万股+70.7万股+627.78%加仓
Pallas Capital 顾问Pallas Capital Advisors LLC
1.31%1.42%#120$4,272.7万81.0万股$3,765.8万77.0万股+4.0万股+5.22%加仓
Cambridge Investment Research Advisors, Inc.
0.1%0.1%#357$4,249.6万80.5万股$3,782.5万77.3万股+3.2万股+4.19%加仓
Unison Advisors LLC
2.89%2.93%#68$4,140.1万78.5万股$3,856.9万78.8万股-3,540股-0.45%减仓

🧭 机构资金流板块热力图

净流出 净流入