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 TRSCHR
持有机构数
500
机构合计市值 (Q2 2026)
$109.70亿
机构合计股数 (Q2 2026)
4.45亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+4,421.5万股
286 · 55 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,575.9万股
203 · 63 清仓 · ≈
⚖️ 净额
+2,845.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$109.70亿
持有机构数
500
新买入
55
加仓
231
减仓
140
清仓
63
持股不变
74
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
0.86%0.95%#81$64.96亿2.63亿股$62.16亿2.50亿股+1,389.1万股+5.57%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.07%0.08%#222$4.62亿1,873.1万股$4.32亿1,733.5万股+139.7万股+8.06%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.07%0.08%#224$3.34亿1,354.5万股$3.33亿1,337.6万股+16.9万股+1.26%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.06%0.03%#240$2.34亿946.9万股$1.16亿464.8万股+482.1万股+103.73%加仓
Stifel金融STIFEL FINANCIAL CORP
0.14%0.17%#171$1.64亿666.7万股$1.90亿762.3万股-95.6万股-12.54%减仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#354$1.57亿633.9万股$1.49亿597.6万股+36.3万股+6.07%加仓
联博ALLIANCEBERNSTEIN L.P.
0.05%#248$1.44亿580.0万股$00股+580.0万股新买入
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#356$1.32亿535.4万股$1.54亿618.9万股-83.5万股-13.49%减仓
Exchange Traded ConceptsEXCHANGE TRADED CONCEPTS, LLC
0.55%0.74%#103$1.20亿486.3万股$1.05亿421.7万股+64.6万股+15.31%加仓
Cornerstone Wealth Advisors, Inc.
21.29%22.9%#1$1.02亿412.0万股$9,947.1万399.3万股+12.7万股+3.18%加仓
Moisand Fitzgerald Tamayo, LLC
9.81%10.43%#7$1.00亿407.4万股$9,707.7万389.7万股+17.7万股+4.55%加仓
LPL金融LPL Financial LLC
0.02%0.01%#298$9,683.8万392.7万股$5,287.4万212.3万股+180.4万股+85.01%加仓
Pacific Sage Partners, LLC
13.47%13.64%#2$9,458.1万383.5万股$8,668.7万348.0万股+35.5万股+10.21%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.12%0.14%#180$7,471.4万305.0万股$6,422.1万258.4万股+46.5万股+18.00%加仓
Empowered FundsEmpowered Funds, LLC
0.37%0.31%#116$7,034.7万286.2万股$4,802.2万193.4万股+92.9万股+48.02%加仓
Crane Advisory, LLC
10.02%10.41%#6$6,978.1万284.5万股$6,954.1万279.2万股+5.3万股+1.90%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#337$6,719.1万272.5万股$3,566.1万143.2万股+129.3万股+90.33%加仓
Resonant Capital Advisors, LLC
3.18%3.93%#33$6,660.0万270.1万股$7,477.4万300.2万股-30.1万股-10.03%减仓
Avidian Wealth Enterprises, LLC
1.67%1.88%#57$6,042.6万245.0万股$5,931.1万238.1万股+6.9万股+2.91%加仓
Clearstead顾问Clearstead Advisors, LLC
0.48%0.44%#106$5,123.5万207.8万股$4,867.5万195.4万股+12.4万股+6.33%加仓
FLC Capital Advisors
7.09%7.23%#11$4,409.4万178.8万股$4,047.7万162.5万股+16.3万股+10.04%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.06%0.06%#238$4,228.4万171.5万股$3,600.6万144.5万股+26.9万股+18.63%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#418$4,115.9万166.9万股$3,374.6万134.3万股+32.6万股+24.29%加仓
Davenport公司DAVENPORT & Co LLC
0.2%0.2%#144$4,037.0万163.7万股$3,747.3万150.4万股+13.3万股+8.82%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.08%0.03%#208$4,009.9万162.6万股$939.9万37.7万股+124.9万股+330.96%加仓
High Probability Advisors, LLC
4.15%4.06%#26$3,882.3万157.4万股$3,170.1万127.3万股+30.2万股+23.71%加仓
Cerity合伙人Cerity Partners LLC
0.05%0.07%#250$3,823.2万155.0万股$4,804.4万192.9万股-37.8万股-19.62%减仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.03%#267$3,788.5万153.6万股$2,869.1万115.2万股+38.4万股+33.38%加仓
Advisory Alpha, LLC
0.92%1.04%#76$3,767.6万152.8万股$3,814.6万153.1万股-3,544股-0.23%减仓
Beacon Wealthcare LLC
11.36%12.38%#4$3,545.2万143.8万股$3,510.8万140.9万股+2.8万股+2.00%加仓
FOSTER & MOTLEY INC
1.6%1.47%#58$3,474.1万140.9万股$2,844.0万114.2万股+26.7万股+23.39%加仓
Hapanowicz & Associates Financial Services, Inc
10.72%13.84%#5$3,445.0万139.7万股$3,480.3万139.7万股-119股-0.01%减仓
WestHill Financial Advisors, Inc.
5.42%5.88%#17$3,181.4万129.0万股$3,075.8万123.5万股+5.5万股+4.48%加仓
FIRST NATIONAL 信托FIRST NATIONAL TRUST CO
1.03%1.06%#74$3,039.4万123.3万股$3,108.5万124.8万股-1.5万股-1.23%减仓
Galvin, Gaustad & Stein, LLC
2.03%2.14%#51$2,746.3万111.4万股$2,678.8万107.5万股+3.8万股+3.56%加仓
Your Advocates Ltd., LLP
7.47%7.62%#9$2,612.5万105.9万股$2,498.2万100.3万股+5.7万股+5.64%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#341$2,474.5万100.0万股$2,289.0万92.4万股+7.5万股+8.15%加仓
顶峰金融Summit Financial, LLC
0.26%0.29%#126$2,405.0万97.5万股$2,283.7万91.7万股+5.8万股+6.38%加仓
Tradition Wealth Management, LLC
1.44%1.61%#60$2,359.7万95.7万股$2,266.6万91.0万股+4.7万股+5.16%加仓
HC Advisors, LLC
13.46%15%#3$2,217.9万89.9万股$2,240.6万89.9万股-78股-0.01%减仓
Allworth金融Allworth Financial LP
0.09%0.09%#200$2,118.9万85.9万股$2,214.9万88.9万股-3.0万股-3.36%减仓
Waverly顾问Waverly Advisors, LLC
0.12%0.15%#182$2,077.8万84.3万股$1,980.1万79.5万股+4.8万股+6.00%加仓
Savant资本Savant Capital, LLC
0.06%0.01%#237$2,006.9万81.8万股$230.7万9.3万股+72.6万股+783.50%加仓
Creative Planning财富管理Creative Planning
0.01%0.02%#335$1,945.9万78.9万股$2,267.1万91.0万股-12.1万股-13.30%减仓
Morton Brown Family Wealth, LLC
4.27%4.62%#25$1,881.5万76.3万股$1,748.0万70.2万股+6.1万股+8.73%加仓
SWS Partners
3.92%4.42%#27$1,815.9万73.6万股$1,790.8万71.9万股+1.7万股+2.43%加仓
Downshift Financial, LLC
8.04%8.14%#8$1,791.4万72.6万股$1,686.7万67.8万股+4.8万股+7.07%加仓
Altiora Financial Group, LLC
2.67%2.68%#38$1,695.4万68.8万股$1,626.1万65.3万股+3.5万股+5.32%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#421$1,673.1万67.8万股$1,615.1万64.8万股+3.0万股+4.64%加仓
Kathmere Capital Management, LLC
0.84%0.8%#84$1,596.0万64.7万股$1,306.9万52.5万股+12.3万股+23.36%加仓

🧭 机构资金流板块热力图

净流出 净流入