13FBOX
SCHWAB 1-5 YEAR CORPORATE BOND ETF · 13F 机构持仓分析
期权收益计算器 机构排行
S

SCHWAB 1-5 YEAR CORPORATE BOND ETF

SCHJ
持有机构数
152
机构合计市值 (Q2 2026)
$3.16亿
机构合计股数 (Q2 2026)
1,281.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+411.4万股
92 · 35 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-52.4万股
40 · 9 清仓 · ≈
⚖️ 净额
+359.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.16亿
持有机构数
152
新买入
35
加仓
57
减仓
31
清仓
9
持股不变
29
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
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%<0.01%#76$3,841.6万155.8万股$954.9万38.6万股+117.2万股+303.36%加仓
Hamrick Investment Counsel, llc
12.2%10.17%#1$1,840.0万74.6万股$1,835.9万74.3万股+3,637股+0.49%加仓
HARTLINE INVESTMENT CORP/
1.59%1.74%#9$1,828.4万74.1万股$1,583.2万64.0万股+10.1万股+15.79%加仓
好事达保险ALLSTATE CORP
0.18%#29$1,779.9万72.2万股$00股+72.2万股新买入
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#75$1,125.3万45.6万股$961.3万38.9万股+6.8万股+17.37%加仓
Columbus Macro, LLC
1%1.09%#13$1,031.9万41.8万股$1,018.6万41.2万股+6,497股+1.58%加仓
White Wing Wealth Management
5.37%6.93%#2$1,029.5万41.7万股$1,154.2万46.7万股-4.9万股-10.57%减仓
Sightline Wealth Advisors, LLC
3.76%3.91%#3$1,027.8万41.7万股$923.6万37.4万股+4.3万股+11.57%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#105$1,018.2万41.3万股$138.9万5.6万股+35.7万股+635.04%加仓
Cape Investment Advisory, Inc.
2.28%2.8%#6$853.7万34.6万股$841.3万34.0万股+5,945股+1.75%加仓
SlateStone Wealth, LLC
0.61%1.18%#17$792.5万32.1万股$790.7万32.0万股+1,563股+0.49%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#129$752.9万30.5万股$711.3万28.8万股+1.8万股+6.13%加仓
Meridian 财富管理Meridian Wealth Management, LLC
0.23%0.25%#26$742.7万30.1万股$726.0万29.4万股+7,553股+2.57%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%#67$672.8万27.3万股$00股+27.3万股新买入
FF Advisors,LLC
2.44%1.4%#5$651.6万26.4万股$344.7万13.9万股+12.5万股+89.84%加仓
Compass Financial Group, INC/SD
0.69%0.75%#16$602.6万24.4万股$533.4万21.6万股+2.9万股+13.25%加仓
VAN STRUM & TOWNE INC.
1.47%1.53%#10$539.2万21.9万股$525.5万21.3万股+6,111股+2.88%加仓
Waverly顾问Waverly Advisors, LLC
0.03%0.03%#52$506.0万20.5万股$465.9万18.8万股+1.7万股+8.90%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%0.01%#86$460.1万18.7万股$482.9万19.5万股-8,705股-4.46%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#121$458.8万18.6万股$5,168209股+18.6万股+88,920.57%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#136$414.7万16.8万股$131.7万5.3万股+11.5万股+214.40%加仓
Modera财富管理Modera Wealth Management, LLC
0.04%0.05%#47$407.5万16.5万股$413.7万16.7万股-2,054股-1.23%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#130$400.7万16.2万股$00股+16.2万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.02%#72$387.0万15.7万股$438.9万17.7万股-2.1万股-11.59%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#80$380.0万15.5万股$396.9万16.1万股-5,966股-3.71%减仓
Yanni & Associates Investment Advisors, LLC
3.32%3.68%#4$359.3万14.6万股$354.6万14.3万股+2,294股+1.60%加仓
White & Co Financial Planning Inc
2.16%2.15%#8$348.4万14.1万股$298.0万12.1万股+2.1万股+17.24%加仓
MFG WEALTH MANAGEMENT, INC.
2.19%2.48%#7$306.7万12.4万股$299.0万12.1万股+3,463股+2.86%加仓
顶峰金融Summit Financial, LLC
0.03%0.04%#49$304.3万12.3万股$284.5万11.5万股+8,354股+7.26%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#92$279.2万11.3万股$308.1万12.5万股-1.1万股-9.13%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#71$274.0万11.1万股$200.9万8.1万股+3.0万股+36.79%加仓
PARK AVENUE SECURITIES LLC
0.01%#65$234.8万9.5万股$00股+9.5万股新买入
Creative Planning财富管理Creative Planning
<0.01%<0.01%#116$207.9万8.4万股$190.9万7.7万股+7,106股+9.20%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.02%0.02%#59$205.9万8.4万股$191.7万7.8万股+5,961股+7.69%加仓
MONEYWISE, INC.
0.76%0.66%#14$203.0万8.2万股$151.3万6.1万股+2.1万股+34.54%加仓
Brand Asset Management Group, Inc.
0.43%0.54%#19$196.7万8.0万股$206.0万8.3万股-3,566股-4.28%减仓
Rosenberg Matthew Hamilton
0.36%0.4%#20$194.8万7.9万股$195.6万7.9万股-131股-0.17%减仓
Rossby Financial, LCC
0.35%0.32%#21$193.3万7.8万股$155.4万6.3万股+1.5万股+24.31%加仓
First Financial Group Corp
1.25%1.47%#11$172.8万7.0万股$180.5万7.3万股-2,940股-4.03%减仓
Altiora Financial Group, LLC
0.27%0.28%#23$171.2万6.9万股$171.6万6.9万股00.00%持仓不变
Essex LLC
0.26%0.31%#24$170.5万6.9万股$177.0万7.2万股-2,437股-3.41%减仓
MarinerMariner, LLC
<0.01%<0.01%#110$169.3万6.9万股$219.5万8.9万股-2.0万股-22.66%减仓
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%#101$166.4万6.7万股$00股+6.7万股新买入
Valmark顾问Valmark Advisers, Inc.
0.02%0.02%#63$147.8万6.0万股$139.9万5.7万股+3,347股+5.92%加仓
共同顾问Mutual Advisors, LLC
0.03%0.03%#54$139.8万5.7万股$139.3万5.6万股+369股+0.65%加仓
Monetary Solutions, Ltd
1.1%1.23%#12$127.3万5.2万股$127.5万5.2万股+44股+0.09%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#134$126.7万5.1万股$117.0万4.7万股+4,084股+8.63%加仓
Cannon Financial Strategists, Inc.
0.13%0.18%#32$117.3万4.8万股$135.9万5.5万股-7,406股-13.48%减仓
GILPIN WEALTH MANAGEMENT, LLC
0.71%0.53%#15$103.4万4.2万股$67.3万2.7万股+1.5万股+54.14%加仓
IMA Advisory Services, Inc.
0.06%#44$101.2万4.1万股$00股+4.1万股新买入

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