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

嘉信·U.S. REIT ETF

SCHWAB U.S. REIT ETFSCHH
持有机构数
591
机构合计市值 (Q2 2026)
$63.81亿
机构合计股数 (Q2 2026)
2.70亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+5,063.0万股
293 · 79 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,224.4万股
232 · 53 清仓 · ≈
⚖️ 净额
+3,838.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$63.81亿
持有机构数
591
新买入
79
加仓
214
减仓
179
清仓
53
持股不变
119
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
Financial Engines顾问Financial Engines Advisors L.L.C.
2.52%2.61%#16$14.17亿5,984.1万股$12.87亿5,988.6万股-4.4万股-0.07%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.63%0.1%#59$11.79亿4,979.5万股$1.63亿757.0万股+4,222.4万股+557.76%加仓
美国合众银行US BANCORP \DE\
0.89%0.88%#46$8.13亿3,433.4万股$7.24亿3,367.7万股+65.7万股+1.95%加仓
富达投资FMR LLC
0.03%0.03%#266$5.86亿2,473.3万股$5.40亿2,513.6万股-40.3万股-1.60%减仓
Creative Planning财富管理Creative Planning
0.27%0.3%#101$4.65亿1,965.7万股$4.37亿2,035.8万股-70.1万股-3.44%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.07%0.06%#210$2.78亿1,175.7万股$2.37亿1,104.5万股+71.2万股+6.45%加仓
DUMAC, INC.
17.06%20.77%#1$1.88亿792.9万股$1.70亿792.9万股00.00%持仓不变
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.05%0.21%#219$7,546.2万318.7万股$2.58亿1,202.4万股-883.7万股-73.50%减仓
Cerity合伙人Cerity Partners LLC
0.08%0.08%#194$6,450.7万272.4万股$5,715.6万266.0万股+6.4万股+2.42%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.48%0.45%#67$5,280.3万223.0万股$4,513.3万210.0万股+13.0万股+6.17%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#321$5,159.3万217.9万股$4,356.3万202.7万股+15.1万股+7.47%加仓
MASON STREET ADVISORS, LLC
4.61%3.46%#5$5,117.5万216.1万股$3,537.5万164.6万股+51.5万股+31.28%加仓
Elm Partners 管理Elm Partners Management LLC
1.54%0.93%#26$4,300.9万181.6万股$2,139.1万101.0万股+80.6万股+79.75%加仓
Charles Schwab Trust Co
1.98%2.09%#21$3,549.0万149.9万股$3,222.0万149.9万股-592股-0.04%减仓
RATIONAL ADVISORS, INC.
2.97%2.67%#13$3,235.4万136.6万股$2,618.7万121.9万股+14.8万股+12.12%加仓
Moneta集团投资顾问MONETA GROUP INVESTMENT ADVISORS LLC
0.19%0.17%#126$2,627.7万111.0万股$2,287.7万106.5万股+4.5万股+4.24%加仓
M&T银行M&T BANK CORP
0.07%0.08%#200$2,481.9万104.8万股$2,248.8万104.6万股+1,694股+0.16%加仓
曼宁·纳皮尔顾问MANNING & NAPIER ADVISORS LLC
0.3%0.21%#92$2,322.8万96.3万股$1,524.7万70.9万股+25.4万股+35.79%加仓
HANTZ FINANCIAL SERVICES, INC.
0.31%0.31%#89$2,309.3万97.5万股$1,992.8万92.7万股+4.8万股+5.17%加仓
FOSTER & MOTLEY INC
1.03%1.1%#34$2,237.3万94.5万股$2,127.6万99.0万股-4.5万股-4.57%减仓
景顺Invesco Ltd.
<0.01%<0.01%#440$2,236.6万94.5万股$1,425.2万66.3万股+28.1万股+42.42%加仓
Pioneer Wealth Management Group
5.05%4.92%#4$2,091.4万88.3万股$1,753.0万81.6万股+6.7万股+8.27%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#538$2,070.6万87.4万股$2,520.7万117.3万股-29.9万股-25.45%减仓
ZynergyRetirementPlanningLLC
10.54%10.48%#2$1,943.5万82.1万股$1,732.8万80.6万股+1.4万股+1.79%加仓
Betterment智能投顾Betterment LLC
0.03%0.03%#249$1,881.6万79.5万股$1,710.1万79.6万股-1,146股-0.14%减仓
Waverly顾问Waverly Advisors, LLC
0.11%0.12%#167$1,824.8万77.1万股$1,603.5万74.6万股+2.4万股+3.28%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.21%0.21%#116$1,736.1万73.3万股$1,463.4万68.1万股+5.2万股+7.66%加仓
Morningstar Investment Management LLC
0.93%0.94%#42$1,515.4万70.5万股$1,515.4万70.5万股00.00%持仓不变
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.07%0.07%#207$1,480.4万62.5万股$1,310.7万61.0万股+1.5万股+2.50%加仓
D.E.肖D. E. Shaw & Co., Inc.
0.01%<0.01%#345$1,411.1万59.6万股$241.5万11.2万股+48.4万股+430.27%加仓
Tortoise Investment Management, LLC
1.01%1%#35$1,351.5万57.1万股$1,206.2万56.1万股+9,435股+1.68%加仓
Krilogy Financial LLC
0.37%0.38%#80$1,249.3万52.8万股$1,192.1万51.7万股+1.1万股+2.14%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#416$1,231.0万52.0万股$790.5万36.8万股+15.2万股+41.32%加仓
Courage Miller Partners, LLC
3.24%3.17%#10$1,228.3万51.9万股$1,121.9万52.2万股-3,335股-0.64%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.01%0.01%#359$1,191.6万50.3万股$1,110.7万51.7万股-1.4万股-2.64%减仓
Strategic Financial Planning, Inc.
6.17%#3$1,181.7万49.9万股$00股+49.9万股新买入
Firestone Capital Management
2.17%2.13%#18$1,165.0万49.2万股$1,024.4万47.7万股+1.5万股+3.21%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#375$1,160.0万47.9万股$803.0万38.1万股+9.8万股+25.86%加仓
AssetMarkASSETMARK, INC
0.02%0.01%#292$1,097.4万46.3万股$398.3万18.5万股+27.8万股+150.03%加仓
Wealthfront顾问Wealthfront Advisers LLC
0.02%0.02%#288$1,016.9万42.9万股$855.2万39.8万股+3.1万股+7.90%加仓
Vise科技Vise Technologies, Inc.
0.11%0.17%#161$1,002.9万42.4万股$873.3万41.8万股+5,464股+1.31%加仓
MarinerMariner, LLC
0.01%0.01%#320$1,002.6万42.3万股$860.8万40.1万股+2.3万股+5.70%加仓
Waterford Advisors, LLC
2.69%2.96%#15$992.7万42.9万股$932.2万40.3万股+2.7万股+6.62%加仓
WEALTH MANAGEMENT RESOURCES, INC.
2.97%3.04%#12$964.3万40.7万股$874.4万40.7万股+346股+0.09%加仓
Focus Partners财富Focus Partners Wealth
0.01%0.01%#325$936.3万39.5万股$773.6万36.0万股+3.5万股+9.84%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#519$935.6万39.5万股$919.8万42.6万股-3.1万股-7.35%减仓
JACKSON THORNTON WEALTH MANAGEMENT, LLC
0.74%0.81%#54$933.6万39.4万股$903.5万39.9万股-5,167股-1.29%减仓
FLOW TRADERS U.S. LLC
0.37%#78$905.9万38.3万股$00股+38.3万股新买入
Avior Wealth Management, LLC
0.25%0.24%#103$854.1万39.7万股$854.1万39.7万股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#456$838.8万35.4万股$765.4万35.6万股-1,943股-0.55%减仓

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