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SCHWAB 1000 INDEX ETF · 13F 机构持仓分析
期权收益计算器 机构排行
S

SCHWAB 1000 INDEX ETF

SCHK
持有机构数
267
机构合计市值 (Q2 2026)
$28.42亿
机构合计股数 (Q2 2026)
7,880.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+838.8万股
134 · 55 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-262.2万股
89 · 22 清仓 · ≈
⚖️ 净额
+576.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$28.42亿
持有机构数
267
新买入
55
加仓
79
减仓
67
清仓
22
持股不变
66
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.
2.68%2.77%#10$15.12亿4,192.3万股$13.66亿4,361.3万股-169.0万股-3.87%减仓
ARMSTRONG ADVISORY GROUP, INC
14.31%5.21%#2$2.35亿651.9万股$7,763.3万247.8万股+404.1万股+163.08%加仓
Legacy Wealth Management, LLC
11.03%10.96%#4$2.11亿584.8万股$1.88亿600.1万股-15.2万股-2.54%减仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.02%0.02%#97$1.74亿483.7万股$1.08亿345.1万股+138.6万股+40.17%加仓
Creative Planning财富管理Creative Planning
0.08%0.08%#60$1.39亿385.3万股$1.22亿389.9万股-4.6万股-1.18%减仓
Warwick Investment Management, Inc.
14.51%16.26%#1$1.29亿358.5万股$1.12亿358.1万股+4,893股+0.14%加仓
WADDELL & ASSOCIATES, LLC
3.83%3.78%#9$7,734.1万214.5万股$6,707.9万214.1万股+3,746股+0.17%加仓
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
12.73%#3$4,719.9万130.9万股$00股+130.9万股新买入
Plum Street Advisors, LLC
7.73%7.82%#6$2,419.2万67.1万股$2,258.5万72.1万股-5.0万股-6.93%减仓
Focus Partners财富Focus Partners Wealth
0.02%0.02%#102$2,069.2万57.4万股$1,496.1万47.8万股+9.6万股+20.16%加仓
FreeGulliver LLC
6.14%1.94%#7$1,741.8万48.3万股$459.6万14.7万股+33.6万股+229.30%加仓
Main Street Financial Solutions, LLC
1.04%#15$1,681.4万46.6万股$00股+46.6万股新买入
MarinerMariner, LLC
0.02%0.02%#108$1,623.4万45.0万股$1,407.3万44.9万股+1,034股+0.23%加仓
Lighthouse Wealth Management Inc.
8.46%8.34%#5$1,363.2万37.8万股$1,227.1万39.2万股-1.4万股-3.48%减仓
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
1.22%1.25%#13$932.0万25.8万股$808.8万25.8万股+284股+0.11%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#187$892.9万24.8万股$771.7万24.6万股+1,302股+0.53%加仓
Blake Schutter Theil Wealth Advisors, LLC
4.64%4.85%#8$685.5万19.0万股$595.5万19.0万股00.00%持仓不变
Cerity合伙人Cerity Partners LLC
0.01%0.01%#137$668.9万18.6万股$366.1万11.7万股+6.9万股+58.73%加仓
北岩合伙人NorthRock Partners, LLC
0.09%0.09%#56$617.0万17.1万股$549.3万17.5万股-4,211股-2.40%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#228$572.8万15.9万股$544.3万17.4万股-1.5万股-8.57%减仓
HBK索尔斯顾问HBK Sorce Advisory LLC
0.09%0.09%#58$463.2万12.5万股$442.7万12.5万股00.00%持仓不变
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#144$425.1万11.7万股$393.0万12.4万股-7,537股-6.06%减仓
Donor Advised Charitable Giving, Inc.
0.09%0.09%#53$416.7万11.6万股$367.3万11.7万股-1,684股-1.44%减仓
MAI资本管理MAI Capital Management
0.01%0.02%#113$395.0万11.0万股$343.2万11.0万股+3股+0.00%加仓
美国合众银行US BANCORP \DE\
<0.01%<0.01%#160$379.2万10.5万股$332.5万10.6万股-987股-0.93%减仓
Visionary Wealth 顾问Visionary Wealth Advisors
0.15%0.1%#39$370.2万10.3万股$227.2万7.3万股+3.0万股+41.60%加仓
Wescott Financial Advisory Group, LLC
0.26%0.25%#32$338.3万9.4万股$285.1万9.1万股+2,819股+3.10%加仓
签名地产投资顾问SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.06%0.14%#62$338.1万9.4万股$682.5万21.8万股-12.4万股-56.96%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#157$318.5万8.8万股$249.6万8.0万股+8,661股+10.87%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#236$313.8万8.7万股$260.3万8.1万股+5,981股+7.38%加仓
Wolfstich Capital, LLC
2.37%1.28%#11$311.3万8.6万股$146.8万10.8万股-2.2万股-20.28%减仓
富达投资FMR LLC
<0.01%<0.01%#238$308.0万8.5万股$270.1万8.6万股-819股-0.95%减仓
ORSER CAPITAL MANAGEMENT, LLC
1.56%1.68%#12$302.0万8.4万股$256.3万8.2万股+1,930股+2.36%加仓
FIDUCIARY FINANCIAL GROUP, LLC
0.34%0.17%#26$297.3万8.2万股$129.1万4.1万股+4.1万股+100.15%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#179$295.1万8.2万股$245.3万7.8万股+3,563股+4.55%加仓
Crusonia Wealth Advisors LLC
0.46%0.51%#24$280.9万7.8万股$245.8万7.8万股-565股-0.72%减仓
Bawa N Mallick Trust
0.9%0.9%#17$279.2万7.7万股$218.6万7.0万股+7,636股+10.94%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.02%0.02%#106$278.1万7.7万股$240.0万7.7万股+523股+0.68%加仓
GUARDIAN WEALTH ADVISORS, LLC / NC
0.16%0.15%#38$278.1万7.7万股$240.0万7.7万股+523股+0.68%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#154$251.7万7.0万股$211.7万6.8万股+2,238股+3.31%加仓
Kohmann Bosshard Financial Services, LLC
0.19%0.19%#35$220.0万6.1万股$191.1万6.1万股00.00%持仓不变
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#200$211.1万5.9万股$169.4万5.4万股+4,471股+8.27%加仓
WESPAC Advisors, LLC
1%#16$205.8万5.7万股$00股+5.7万股新买入
贝莱德BlackRock, Inc.
<0.01%<0.01%#256$196.1万5.4万股$100.1万3.2万股+2.2万股+70.14%加仓
文艺复兴科技RENAISSANCE TECHNOLOGIES LLC
<0.01%#183$176.7万4.9万股$00股+4.9万股新买入
Sherrill & Hutchins Financial Advisory, Inc
0.8%0.86%#18$167.0万4.6万股$145.1万4.6万股+9股+0.02%加仓
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.02%0.02%#98$156.9万4.4万股$135.6万4.3万股+212股+0.49%加仓
Gemmer Asset Management LLC
0.1%0.1%#51$148.6万4.1万股$125.4万4.0万股+1,200股+3.00%加仓
Richardson Capital Management LLC
0.61%0.61%#21$142.9万4.0万股$125.4万4.0万股-411股-1.03%减仓
多元化信托Diversified Trust Co
0.02%0.02%#99$142.7万4.0万股$124.0万4.0万股00.00%持仓不变

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