13FBOX
SCHWAB SHORT-TERM U.S. TREASURY ETF · 13F 机构持仓分析
期权收益计算器 机构排行
S

SCHWAB SHORT-TERM U.S. TREASURY ETF

SCHO
持有机构数
724
机构合计市值 (Q2 2026)
$83.86亿
机构合计股数 (Q2 2026)
3.47亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+4,435.3万股
416 · 102 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,774.9万股
287 · 67 清仓 · ≈
⚖️ 净额
+2,660.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$83.86亿
持有机构数
724
新买入
102
加仓
314
减仓
220
清仓
67
持股不变
88
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
美国银行BANK OF AMERICA CORP /DE/
0.18%0.2%#258$27.41亿1.14亿股$26.87亿1.11亿股+281.8万股+2.55%加仓
摩根大通JPMORGAN CHASE & CO
0.03%0.04%#460$5.36亿2,219.2万股$5.93亿2,446.9万股-227.7万股-9.30%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.1%0.08%#340$4.70亿1,958.9万股$3.63亿1,544.7万股+414.2万股+26.81%加仓
SEI投资SEI INVESTMENTS CO
0.37%0.37%#183$4.20亿1,738.9万股$4.06亿1,674.1万股+64.8万股+3.87%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.08%0.05%#364$3.20亿1,324.9万股$1.86亿767.2万股+557.8万股+72.70%加仓
联博ALLIANCEBERNSTEIN L.P.
0.05%0.01%#401$1.51亿620.8万股$1,638.6万67.2万股+553.6万股+823.33%加仓
Stifel金融STIFEL FINANCIAL CORP
0.11%0.14%#317$1.34亿555.0万股$1.54亿635.9万股-80.9万股-12.72%减仓
MCF 顾问MCF Advisors LLC
3.82%2.93%#29$1.07亿443.2万股$6,687.3万275.5万股+167.6万股+60.83%加仓
LPL金融LPL Financial LLC
0.02%0.01%#478$1.05亿435.2万股$5,641.9万232.5万股+202.7万股+87.21%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.16%0.18%#270$9,857.3万409.5万股$8,254.0万340.9万股+68.6万股+20.12%加仓
Moisand Fitzgerald Tamayo, LLC
9.62%10.23%#6$9,854.8万408.2万股$9,516.1万392.1万股+16.1万股+4.12%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#519$8,627.0万357.4万股$5,592.9万230.4万股+126.9万股+55.08%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.04%0.06%#418$8,572.2万355.1万股$9,960.9万410.4万股-55.3万股-13.48%减仓
Wealthfront顾问Wealthfront Advisers LLC
0.14%0.16%#297$7,194.5万298.0万股$7,229.0万297.9万股+1,730股+0.06%加仓
Bangor Savings Bank
5.07%5%#19$6,198.1万255.4万股$6,253.5万257.7万股-2.3万股-0.89%减仓
瑞银集团UBS Group AG
0.01%0.01%#561$6,186.6万256.3万股$4,420.0万182.1万股+74.2万股+40.72%加仓
中西部信托Midwest Trust Co
0.69%0.56%#132$6,116.2万253.4万股$4,481.0万184.6万股+68.7万股+37.23%加仓
Merit金融集团Merit Financial Group, LLC
0.36%0.37%#186$5,895.2万244.2万股$4,993.9万205.8万股+38.4万股+18.68%加仓
FIDUCIARY FINANCIAL GROUP, LLC
6.31%7.01%#13$5,564.0万230.5万股$5,283.0万217.7万股+12.8万股+5.89%加仓
LVW Advisors, LLC
4.55%4.89%#23$5,269.4万218.3万股$5,128.2万211.3万股+7.0万股+3.31%加仓
TruNorth Capital Management, LLC
8.19%9.14%#10$5,097.7万211.2万股$4,767.3万196.4万股+14.7万股+7.51%加仓
FLC Capital Advisors
7.23%7.45%#11$4,497.1万186.3万股$4,171.6万171.9万股+14.4万股+8.38%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.09%0.03%#344$4,466.2万185.0万股$1,014.4万41.8万股+143.2万股+342.66%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#632$4,373.8万181.2万股$7,753.7万317.8万股-136.6万股-42.98%减仓
High Probability Advisors, LLC
4.54%5.23%#24$4,245.9万175.9万股$4,084.3万168.3万股+7.6万股+4.52%加仓
MassMutual Private Wealth & Trust, FSB
1.06%0.76%#106$4,095.1万169.6万股$2,779.1万114.5万股+55.1万股+48.15%加仓
Waverly顾问Waverly Advisors, LLC
0.24%0.28%#227$4,060.4万168.2万股$3,692.1万152.1万股+16.1万股+10.57%加仓
RMR Wealth Builders
2.47%1.52%#49$3,984.8万165.1万股$1,932.8万79.6万股+85.4万股+107.28%加仓
Davenport公司DAVENPORT & Co LLC
0.19%0.2%#245$3,970.6万164.5万股$3,624.6万149.3万股+15.1万股+10.13%加仓
Morningstar Investment Management LLC
2.4%2.42%#54$3,915.9万161.3万股$3,915.9万161.3万股00.00%持仓不变
STEPHENS GROUP ASSET MANAGEMENT, LLC
2.2%2.39%#56$3,893.0万161.3万股$3,748.6万154.5万股+6.8万股+4.41%加仓
Willis Johnson & Associates, Inc.
2.17%2.06%#57$3,888.1万161.1万股$3,537.9万145.8万股+15.3万股+10.49%加仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.02%#434$3,830.0万158.7万股$1,953.5万80.5万股+78.2万股+97.11%加仓
Cerity合伙人Cerity Partners LLC
0.05%0.06%#410$3,755.4万155.6万股$4,108.5万169.3万股-13.7万股-8.10%减仓
MAI资本管理MAI Capital Management
0.13%0.19%#304$3,536.5万146.5万股$3,314.3万136.6万股+9.9万股+7.28%加仓
LEAVELL INVESTMENT MANAGEMENT, INC.
1.25%1.36%#94$3,429.6万142.1万股$3,311.4万136.4万股+5.6万股+4.13%加仓
ACCESS FINANCIAL SERVICES, INC.
11.08%11.91%#3$3,378.4万140.0万股$3,358.5万138.4万股+1.6万股+1.14%加仓
United Capital Management of KS, Inc.
3.82%4.31%#30$2,918.0万120.9万股$2,848.2万117.4万股+3.5万股+3.00%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.04%0.05%#431$2,864.6万118.7万股$3,398.7万140.0万股-21.4万股-15.26%减仓
Passive Capital Management, LLC.
8.95%8.94%#7$2,842.2万116.6万股$2,996.0万123.4万股-6.8万股-5.52%减仓
Charles Schwab Trust Co
1.53%1.73%#83$2,750.2万113.9万股$2,673.8万110.2万股+3.8万股+3.41%加仓
MBM WEALTH CONSULTANTS, LLC
5.17%5.36%#18$2,680.9万111.1万股$2,336.8万96.3万股+14.8万股+15.34%加仓
Avior Wealth Management, LLC
0.76%0.73%#130$2,568.2万105.8万股$2,568.2万105.8万股00.00%持仓不变
Holcombe Financial, Inc.
13.98%14.69%#1$2,475.7万102.6万股$2,498.8万103.0万股-4,027股-0.39%减仓
Galvin, Gaustad & Stein, LLC
1.72%1.72%#73$2,330.2万96.5万股$2,152.5万88.7万股+7.8万股+8.84%加仓
Alesco Advisors, LLC, An ESL Co
0.51%0.47%#149$2,223.3万92.1万股$1,825.7万75.2万股+16.9万股+22.44%加仓
Savant资本Savant Capital, LLC
0.06%0.05%#384$2,188.3万90.4万股$1,096.6万45.2万股+45.2万股+100.12%加仓
Journey Advisory Group, LLC
1.66%1.78%#78$2,174.9万90.1万股$2,087.0万86.0万股+4.1万股+4.78%加仓
Kestra投资管理Kestra Investment Management, LLC
0.42%0.51%#168$2,151.9万89.1万股$2,932.7万120.8万股-31.7万股-26.23%减仓
BALLAST ADVISORS LLC
5.01%#20$2,101.2万87.0万股$00股+87.0万股新买入

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