13FBOX
嘉信·5-10 YEAR CORPORATE BOND ETF · 13F 机构持仓分析
期权收益计算器 机构排行
S

嘉信·5-10 YEAR CORPORATE BOND ETF

SCHWAB 5-10 YEAR CORPORATE BOND ETFSCHI
持有机构数
266
机构合计市值 (Q2 2026)
$11.82亿
机构合计股数 (Q2 2026)
5,222.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+585.1万股
153 · 45 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-406.8万股
92 · 36 清仓 · ≈
⚖️ 净额
+178.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$11.82亿
持有机构数
266
新买入
45
加仓
108
减仓
56
清仓
36
持股不变
57
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
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.3%0.34%#38$1.99亿876.9万股$1.93亿852.7万股+24.2万股+2.83%加仓
河畔投资集团RiverFront Investment Group, LLC
2.54%2.97%#11$1.92亿848.7万股$1.92亿845.5万股+3.2万股+0.37%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.04%0.04%#79$1.64亿723.7万股$1.63亿720.8万股+2.8万股+0.39%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#116$5,640.0万249.1万股$6,257.5万275.9万股-26.8万股-9.71%减仓
好事达保险ALLSTATE CORP
0.42%#31$4,165.4万184.0万股$00股+184.0万股新买入
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#148$2,950.1万130.3万股$3,632.8万160.4万股-30.1万股-18.76%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#164$2,829.9万125.0万股$2,490.0万109.8万股+15.2万股+13.85%加仓
Bouchey Financial Group, Ltd.
1.69%2.46%#16$2,612.6万115.4万股$3,347.7万147.0万股-31.6万股-21.51%减仓
Permanens Capital L.P.
2.56%3.94%#10$2,490.3万110.0万股$3,061.7万135.0万股-25.0万股-18.52%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#174$2,283.6万100.9万股$707.7万31.2万股+69.7万股+223.26%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#200$1,946.2万86.0万股$2,314.4万102.0万股-16.1万股-15.76%减仓
Janney Montgomery Scott LLC
0.03%0.04%#87$1,684.4万74.4万股$1,711.9万75.5万股-1.1万股-1.43%减仓
L2 Asset Management, LLC
1.57%2.83%#17$1,507.2万66.6万股$2,978.0万131.3万股-64.7万股-49.30%减仓
WestHill Financial Advisors, Inc.
2.51%2.74%#12$1,476.2万65.2万股$1,433.8万63.2万股+2.0万股+3.14%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#128$1,265.8万55.9万股$1,247.6万55.0万股+8,997股+1.64%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#173$1,179.6万52.1万股$1,128.2万49.7万股+2.4万股+4.75%加仓
Charles Schwab Trust Co
0.66%0.75%#28$1,178.4万52.0万股$1,159.7万51.1万股+9,136股+1.79%加仓
VAN STRUM & TOWNE INC.
3.11%3.37%#3$1,141.1万50.4万股$1,153.2万50.8万股-4,468股-0.88%减仓
OGOREK ANTHONY JOSEPH /NY/ /ADV
2.66%2.91%#8$1,071.9万47.3万股$1,060.5万46.8万股+5,839股+1.25%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#213$992.5万43.8万股$00股+43.8万股新买入
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#136$970.0万42.8万股$641.6万28.3万股+14.6万股+51.44%加仓
White & Co Financial Planning Inc
5.99%6.17%#1$967.6万42.7万股$856.9万37.8万股+5.0万股+13.12%加仓
FF Advisors,LLC
3.4%1.67%#2$906.6万40.0万股$413.0万18.1万股+21.9万股+120.99%加仓
WT Wealth Management
2.42%2.3%#13$873.6万38.6万股$772.5万34.1万股+4.5万股+13.29%加仓
Kaizen Financial Strategies
2.71%3.55%#6$835.3万37.1万股$839.8万36.9万股+2,086股+0.57%加仓
咨询服务网络Advisory Services Network, LLC
0.09%0.11%#63$813.5万35.9万股$849.9万37.5万股-1.5万股-4.11%减仓
Systelligence, LLC
1.16%1.17%#21$693.7万30.6万股$600.4万26.5万股+4.2万股+15.75%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%<0.01%#97$691.6万30.5万股$120.2万5.3万股+25.2万股+476.22%加仓
Bank of New Hampshire
1.17%1.22%#20$559.9万24.7万股$533.2万23.5万股+1.2万股+5.18%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#144$536.7万23.7万股$532.8万23.5万股+2,140股+0.91%加仓
Prairiewood Capital, LLC
1.36%1.38%#19$524.8万23.2万股$476.2万21.0万股+2.2万股+10.40%加仓
共同顾问Mutual Advisors, LLC
0.1%0.1%#58$521.9万23.1万股$481.0万21.2万股+1.8万股+8.70%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#233$515.8万22.7万股$1,847.0万81.9万股-59.2万股-72.31%减仓
Arrowroot Family Office, LLC
1.46%1.46%#18$511.4万22.6万股$440.2万19.4万股+3.2万股+16.38%加仓
Madden Advisory Services, Inc.
1.83%2.06%#15$509.4万22.5万股$522.4万23.0万股-5,349股-2.32%减仓
AssuredPartners Investment Advisors, LLC
0.49%0.52%#30$505.9万22.3万股$482.0万21.3万股+1.0万股+4.91%加仓
MarinerMariner, LLC
<0.01%0.01%#155$467.7万20.7万股$467.2万20.6万股+594股+0.29%加仓
Seek First Inc.
2.67%3.11%#7$423.6万18.7万股$440.7万19.4万股-7,226股-3.72%减仓
RATIONAL ADVISORS, INC.
0.38%#35$417.4万18.4万股$00股+18.4万股新买入
Wealthspire顾问Wealthspire Advisors, LLC
0.02%0.02%#98$407.0万18.0万股$310.6万13.7万股+4.3万股+31.28%加仓
威廉·布莱尔BLAIR WILLIAM & CO/IL
0.01%0.01%#129$403.7万17.8万股$496.1万21.9万股-4.0万股-18.49%减仓
Atria投资Atria Investments, Inc
0.04%#80$380.4万16.8万股$00股+16.8万股新买入
DecisionPoint Financial, LLC
0.67%0.8%#27$363.4万16.1万股$370.1万16.3万股-1,912股-1.17%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#187$343.5万15.2万股$217.7万9.6万股+5.6万股+58.08%加仓
Entelevest, LLC
2.77%3.02%#5$323.7万14.3万股$301.8万13.3万股+9,935股+7.47%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#170$323.7万14.3万股$301.5万13.3万股+1.0万股+7.55%加仓
WFA of San Diego, LLC
2.64%2.52%#9$322.7万14.5万股$314.1万13.9万股+6,131股+4.43%加仓
MFG WEALTH MANAGEMENT, INC.
2.24%2.5%#14$313.7万13.9万股$300.9万13.3万股+5,878股+4.43%加仓
Cascades Capital Asset Management, LLC
1.07%1.16%#22$289.9万12.8万股$275.6万12.2万股+6,555股+5.39%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#149$284.2万12.6万股$189.6万8.4万股+4.2万股+50.17%加仓

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