13FBOX
SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF · 13F 机构持仓分析
期权收益计算器 机构排行
S

SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF

FNDB
持有机构数
172
机构合计市值 (Q2 2026)
$3.89亿
机构合计股数 (Q2 2026)
1,278.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+196.2万股
89 · 21 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-135.4万股
56 · 19 清仓 · ≈
⚖️ 净额
+60.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.89亿
持有机构数
172
新买入
21
加仓
68
减仓
37
清仓
19
持股不变
46
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
阿尔法核心资本AlphaCore Capital LLC
0.68%0.79%#15$3,662.6万120.2万股$3,343.7万122.9万股-2.7万股-2.19%减仓
FINANCIAL CONSULATE, INC
3.66%3.52%#3$3,285.0万107.8万股$2,827.5万104.0万股+3.9万股+3.74%加仓
EP财富顾问EP Wealth Advisors, LLC
0.09%<0.01%#44$2,253.5万74.0万股$32.2万1.2万股+72.8万股+6,158.57%加仓
Sound Stewardship, LLC
8.16%7.98%#1$1,978.5万65.0万股$1,742.0万64.0万股+9,111股+1.42%加仓
Cambridge Investment Research Advisors, Inc.
0.04%0.03%#57$1,863.3万61.2万股$1,325.8万48.7万股+12.4万股+25.50%加仓
HighTower顾问HighTower Advisors, LLC
0.02%0.02%#75$1,669.7万54.8万股$1,779.0万65.4万股-10.6万股-16.19%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#138$1,454.2万47.7万股$1,182.7万43.5万股+4.3万股+9.80%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#145$1,324.4万43.5万股$1,025.0万39.8万股+3.7万股+9.19%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#118$930.7万30.6万股$818.7万30.1万股+4,562股+1.52%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#125$903.4万29.7万股$755.5万27.8万股+1.9万股+6.78%加仓
Sigma Planning Corp
0.2%#32$806.9万26.5万股$00股+26.5万股新买入
Brightwater Advisory LLC
5.07%4.91%#2$801.7万26.3万股$742.1万27.3万股-9,600股-3.52%减仓
Family Capital Management, Inc.
2.83%2.84%#4$730.5万24.0万股$638.4万23.5万股+5,113股+2.18%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#79$661.9万21.7万股$466.8万17.2万股+4.6万股+26.62%加仓
MarinerMariner, LLC
0.01%0.01%#94$639.4万21.0万股$546.6万20.1万股+8,943股+4.45%加仓
Kaizen Financial Strategies
1.98%1.13%#5$607.8万19.9万股$268.3万9.4万股+10.5万股+112.06%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%<0.01%#90$593.6万19.5万股$212.2万7.8万股+11.7万股+149.77%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#123$554.8万18.3万股$372.4万13.9万股+4.3万股+31.11%加仓
Leonard Rickey Investment Advisors P.L.L.C.
0.84%0.83%#12$533.2万17.5万股$476.9万17.5万股-283股-0.16%减仓
Rossby Financial, LCC
0.93%0.94%#8$508.6万16.7万股$458.2万16.8万股-1,103股-0.66%减仓
Mezzasalma Advisors, LLC
0.82%0.95%#13$418.2万14.6万股$371.7万14.4万股+1,569股+1.09%加仓
Essential Partners LLC
1.91%1.16%#6$414.9万13.6万股$345.4万12.7万股+9,230股+7.27%加仓
JAMES INVESTMENT RESEARCH, INC.
0.4%0.34%#23$391.7万12.9万股$299.0万11.0万股+1.9万股+16.96%加仓
Guardian Financial Partners, LLC
1.5%1.54%#7$384.4万12.6万股$365.8万13.4万股-8,297股-6.17%减仓
Aspiring Ventures, LLC
0.87%0.98%#9$356.6万11.7万股$324.5万11.9万股-2,207股-1.85%减仓
Resonant Capital Advisors, LLC
0.17%0.13%#35$355.7万11.7万股$254.9万9.4万股+2.3万股+24.59%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#151$340.0万11.2万股$315.7万11.6万股-4,444股-3.83%减仓
CVA Family Office, LLC
0.29%0.32%#25$325.6万10.7万股$300.3万11.0万股-3,499股-3.17%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#143$319.0万10.5万股$284.2万10.4万股+266股+0.25%加仓
Centurion Wealth Management LLC
0.69%0.58%#14$290.5万9.5万股$256.4万9.4万股+1,120股+1.19%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#147$278.4万9.1万股$237.9万8.7万股+3,920股+4.48%加仓
HHM Wealth Advisors, LLC
0.27%0.28%#27$270.2万8.9万股$246.1万9.0万股-1,785股-1.97%减仓
Red Door Wealth Management, LLC
0.24%0.25%#30$264.2万8.7万股$235.9万8.7万股00.00%持仓不变
MAI资本管理MAI Capital Management
0.01%0.01%#85$248.1万8.1万股$225.1万8.3万股-1,320股-1.59%减仓
Clearstead顾问Clearstead Advisors, LLC
0.02%0.04%#67$246.2万8.1万股$459.5万16.9万股-8.8万股-52.16%减仓
Wealthspire顾问Wealthspire Advisors, LLC
0.01%0.02%#80$241.6万7.9万股$215.8万7.9万股00.00%持仓不变
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#115$232.2万7.6万股$228.0万8.4万股-7,572股-9.03%减仓
Foster Group, Inc.
0.06%0.06%#50$229.5万7.5万股$204.2万7.5万股+272股+0.36%加仓
Yoder Wealth Management, Inc.
0.86%0.9%#11$221.1万7.3万股$197.5万7.3万股00.00%持仓不变
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
0.67%0.68%#16$210.2万6.9万股$187.6万6.9万股+71股+0.10%加仓
Valmark顾问Valmark Advisers, Inc.
0.02%0.02%#69$206.0万6.8万股$142.1万5.2万股+1.5万股+29.45%加仓
Nicholas Hoffman & Company, LLC.
0.04%0.04%#56$204.9万6.7万股$180.2万6.6万股+1,006股+1.52%加仓
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#119$203.6万6.7万股$138.6万5.1万股+1.6万股+31.19%加仓
FOUNDERS FINANCIAL SECURITIES LLC
0.1%0.1%#40$194.2万6.4万股$179.8万6.4万股-91股-0.14%减仓
SeaCrest Wealth Management, LLC
0.21%0.17%#31$186.2万6.1万股$160.9万5.9万股+1,977股+3.34%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#131$167.3万5.5万股$145.6万5.4万股+1,409股+2.63%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#117$158.3万5.2万股$139.1万5.1万股+624股+1.23%加仓
布朗兄弟哈里曼BROWN BROTHERS HARRIMAN & CO
0.01%0.01%#92$155.9万5.1万股$139.2万5.1万股00.00%持仓不变
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#120$154.9万5.1万股$140.3万5.2万股-716股-1.39%减仓
Values Added Financial LLC
0.55%0.57%#20$151.3万5.0万股$135.1万5.0万股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入