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SCHWAB U.S. AGGREGATE BOND ETF · 13F 机构持仓分析
期权收益计算器 机构排行
S

SCHWAB U.S. AGGREGATE BOND ETF

SCHZ
持有机构数
670
机构合计市值 (Q2 2026)
$43.01亿
机构合计股数 (Q2 2026)
1.86亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,654.1万股
386 · 67 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,130.8万股
246 · 59 清仓 · ≈
⚖️ 净额
+523.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$43.01亿
持有机构数
670
新买入
67
加仓
319
减仓
187
清仓
59
持股不变
97
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
摩根大通JPMORGAN CHASE & CO
0.02%0.02%#484$3.35亿1,442.3万股$3.08亿1,328.3万股+114.0万股+8.58%加仓
Rockbridge Investment Management, LCC
19.57%20.23%#2$2.41亿1,042.0万股$2.25亿969.4万股+72.7万股+7.50%加仓
Avantax Planning Partners, Inc.
4.59%4.92%#26$1.84亿797.5万股$1.79亿771.1万股+26.5万股+3.43%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.03%0.03%#438$1.58亿681.0万股$1.50亿646.9万股+34.1万股+5.26%加仓
Charles Schwab Trust Co
8.52%9.66%#12$1.53亿660.2万股$1.49亿641.5万股+18.7万股+2.91%加仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.23%0.26%#235$1.31亿568.1万股$1.26亿541.4万股+26.7万股+4.94%加仓
HighTower顾问HighTower Advisors, LLC
0.1%0.11%#325$9,927.5万429.2万股$1.04亿449.1万股-19.9万股-4.43%减仓
Kohmann Bosshard Financial Services, LLC
7.57%7.5%#14$8,917.8万385.5万股$7,710.9万332.1万股+53.5万股+16.10%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#481$8,056.4万348.3万股$7,649.8万329.4万股+18.9万股+5.73%加仓
RATIONAL ADVISORS, INC.
6.67%7.29%#18$7,267.8万314.2万股$7,143.1万307.6万股+6.6万股+2.14%加仓
高盛集团GOLDMAN SACHS GROUP INC
0.01%0.01%#534$7,104.6万307.2万股$7,270.6万313.1万股-6.0万股-1.90%减仓
McAdam, LLC
2.33%2.08%#54$6,036.5万261.0万股$4,622.7万199.1万股+61.9万股+31.09%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.02%0.02%#473$5,292.8万227.9万股$4,374.2万189.7万股+38.1万股+20.09%加仓
Pioneer Wealth Management Group
12.57%13.02%#6$5,202.6万224.9万股$4,643.5万200.0万股+24.9万股+12.48%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.08%0.11%#346$4,978.4万217.1万股$5,091.0万219.3万股-2.1万股-0.98%减仓
MarinerMariner, LLC
0.05%0.06%#388$4,931.5万213.2万股$5,006.8万215.6万股-2.4万股-1.12%减仓
Cerity合伙人Cerity Partners LLC
0.05%0.06%#382$4,577.6万234.6万股$4,157.2万179.0万股+55.5万股+31.02%加仓
Cetera投资顾问Cetera Investment Advisers
0.04%0.04%#422$4,309.5万186.3万股$4,105.1万176.8万股+9.5万股+5.39%加仓
Savant资本Savant Capital, LLC
0.11%0.09%#310$3,912.6万168.8万股$1,964.1万84.6万股+84.2万股+99.59%加仓
Vident顾问Vident Advisory, LLC
0.28%0.32%#221$3,901.6万168.7万股$3,796.8万163.5万股+5.2万股+3.16%加仓
北岩合伙人NorthRock Partners, LLC
0.54%0.45%#146$3,744.6万161.9万股$2,807.4万120.9万股+41.0万股+33.91%加仓
FINANCIAL LIFE ADVISORS
10.35%10.85%#9$3,638.9万157.3万股$3,484.3万150.1万股+7.3万股+4.84%加仓
Blue TrustBlue Trust, Inc.
0.34%0.4%#198$3,580.6万154.8万股$3,520.8万151.6万股+3.2万股+2.09%加仓
Destination 财富管理Destination Wealth Management
0.81%0.94%#117$3,463.4万149.7万股$3,611.8万155.5万股-5.8万股-3.73%减仓
Horst & Graben Wealth Management LLC
4.47%4.54%#28$3,398.4万147.5万股$3,306.6万142.1万股+5.4万股+3.78%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.28%0.36%#219$3,368.0万145.6万股$3,722.5万160.3万股-14.7万股-9.17%减仓
Phil A. Younker & Associates, Ltd.
22.13%24.31%#1$3,284.1万142.0万股$3,645.8万157.0万股-15.0万股-9.57%减仓
ZynergyRetirementPlanningLLC
17.63%18.62%#3$3,251.3万140.6万股$3,079.6万132.6万股+7.9万股+5.99%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#595$3,227.0万139.5万股$2,902.3万125.0万股+14.5万股+11.62%加仓
KilterHowling LLC
13.96%15.74%#4$3,115.8万134.7万股$3,121.1万134.4万股+2,932股+0.22%加仓
TruNorth Capital Management, LLC
4.97%5.76%#24$3,092.9万133.7万股$3,006.9万129.5万股+4.2万股+3.26%加仓
现代财富管理Modern Wealth Management, LLC
0.36%0.48%#192$3,007.4万130.0万股$2,825.3万122.0万股+8.0万股+6.58%加仓
Mokosak Advisory Group, LLC
6.5%7.18%#20$3,000.6万129.7万股$2,869.2万123.6万股+6.2万股+4.99%加仓
Plum Street Advisors, LLC
9.46%9.64%#10$2,962.2万128.1万股$2,782.7万119.8万股+8.2万股+6.86%加仓
DAYMARK WEALTH 合伙人DAYMARK WEALTH PARTNERS, LLC
0.72%1.18%#122$2,946.7万127.4万股$3,755.6万161.7万股-34.3万股-21.23%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.03%0.04%#433$2,891.1万125.0万股$2,711.2万116.8万股+8.2万股+7.05%加仓
LPL金融LPL Financial LLC
0.01%0.01%#538$2,588.2万111.9万股$2,542.1万109.5万股+2.4万股+2.21%加仓
TSA Wealth Managment LLC
6.69%7.19%#17$2,367.0万102.3万股$2,224.4万95.8万股+6.5万股+6.83%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#612$2,317.4万100.2万股$2,347.7万100.0万股+1,641股+0.16%加仓
THEORY FINANCIAL LLC
7.2%7.71%#15$2,285.5万98.8万股$2,197.4万94.6万股+4.2万股+4.42%加仓
Creative Planning财富管理Creative Planning
0.01%0.01%#497$2,258.3万97.6万股$2,156.6万92.9万股+4.8万股+5.13%加仓
Alliance Wealth Management Group
4.3%5.15%#30$2,212.9万95.7万股$2,356.3万101.5万股-5.8万股-5.72%减仓
Towercrest Capital Management
3.08%3.67%#40$2,212.9万95.7万股$2,356.3万101.5万股-5.8万股-5.72%减仓
Asset Allocation Strategies LLC
3.33%3.8%#37$2,158.3万93.3万股$2,140.9万92.2万股+1.1万股+1.20%加仓
One Wealth Advisors, LLC
2.34%2.46%#53$2,121.5万91.7万股$1,978.2万85.2万股+6.5万股+7.66%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.1%0.11%#323$2,115.2万91.4万股$2,022.3万87.1万股+4.4万股+5.00%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.03%0.03%#458$2,035.9万88.0万股$1,766.4万76.1万股+11.9万股+15.70%加仓
Bond & Devick Financial Network, Inc.
5.01%5.47%#22$2,033.5万87.9万股$1,959.0万84.4万股+3.5万股+4.20%加仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.27%0.31%#230$2,018.0万87.2万股$2,101.5万90.5万股-3.3万股-3.60%减仓
Moneta集团投资顾问MONETA GROUP INVESTMENT ADVISORS LLC
0.14%0.14%#288$1,944.6万84.1万股$1,852.4万79.8万股+4.3万股+5.38%加仓

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