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SCHWAB LONG-TERM U.S. TREASURY ETF · 13F 机构持仓分析
期权收益计算器 机构排行
S

SCHWAB LONG-TERM U.S. TREASURY ETF

SCHQ
持有机构数
118
机构合计市值 (Q2 2026)
$3.43亿
机构合计股数 (Q2 2026)
1,098.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+173.0万股
61 · 29 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-642.0万股
80 · 32 清仓 · ≈
⚖️ 净额
-469.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.43亿
持有机构数
118
新买入
29
加仓
32
减仓
48
清仓
32
持股不变
9
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
Tidal投资Tidal Investments LLC
0.08%0.04%#35$4,344.6万139.5万股$2,118.0万67.6万股+71.9万股+106.27%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.03%#58$4,336.6万138.5万股$1.25亿398.9万股-260.3万股-65.26%减仓
未来资产环球投资Mirae Asset Global Investments Co., Ltd.
0.03%0.09%#41$2,325.5万74.3万股$3,072.7万97.8万股-23.5万股-24.00%减仓
SFMG, LLC
1.17%1.15%#10$1,946.3万62.2万股$1,699.8万54.1万股+8.1万股+14.98%加仓
LPL金融LPL Financial LLC
<0.01%0.01%#69$1,883.2万60.2万股$4,275.0万136.0万股-75.9万股-55.77%减仓
Carolina Wealth Advisors, LLC
7.11%7.39%#1$1,814.0万58.0万股$1,773.5万56.4万股+1.5万股+2.71%加仓
Werba Rubin Papier Wealth Management
1.77%2.1%#5$1,456.9万46.5万股$1,504.5万47.9万股-1.3万股-2.76%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.03%0.09%#45$1,254.6万40.1万股$3,068.9万97.6万股-57.6万股-58.95%减仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#82$1,002.0万32.0万股$898.0万28.6万股+3.4万股+12.05%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#87$825.7万26.4万股$1,475.0万46.9万股-20.5万股-43.79%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#63$741.0万23.7万股$1,171.2万37.3万股-13.6万股-36.47%减仓
AllGen Financial Advisors, Inc.
1.52%#7$694.0万22.2万股$00股+22.2万股新买入
顶峰金融Summit Financial, LLC
0.07%0.08%#37$649.2万20.7万股$594.3万18.9万股+1.8万股+9.69%加仓
Beacon Bridge Wealth Partners, LLC
1.52%1.86%#8$531.8万17.0万股$555.9万17.7万股-6,943股-3.93%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#88$523.4万16.7万股$505.4万16.1万股+6,378股+3.97%加仓
L2 Asset Management, LLC
0.54%0.97%#17$518.5万16.6万股$1,021.3万32.5万股-15.9万股-49.02%减仓
Centric Wealth Management
0.79%1.01%#12$508.4万16.5万股$508.4万16.5万股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#99$499.1万15.9万股$1,982.2万61.4万股-45.4万股-74.01%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#92$451.3万14.4万股$472.4万15.0万股-6,125股-4.07%减仓
Attessa Capital LLC
1.86%2.11%#4$415.2万13.3万股$388.2万12.4万股+9,134股+7.39%加仓
Principia Wealth Advisory, LLC
2.35%#3$414.7万13.2万股$00股+13.2万股新买入
Professional Financial Management, Inc.
3.53%3.34%#2$348.1万11.1万股$320.9万10.2万股+9,121股+8.93%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#102$344.0万10.9万股$1,319.8万42.0万股-31.1万股-74.10%减仓
WT Wealth Management
0.9%0.85%#11$324.8万10.4万股$286.2万9.1万股+1.3万股+13.95%加仓
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.01%0.01%#55$312.3万10.0万股$141.2万4.5万股+5.5万股+122.04%加仓
Fermata Advisors, LLC
0.62%0.37%#15$308.1万9.8万股$165.2万5.3万股+4.6万股+87.26%加仓
Charles Schwab Trust Co
0.16%0.17%#30$281.4万9.0万股$268.1万8.5万股+4,577股+5.36%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#101$276.9万8.8万股$373.2万11.9万股-3.0万股-25.48%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#104$260.0万8.3万股$243.6万7.8万股+5,559股+7.17%加仓
MFG WEALTH MANAGEMENT, INC.
1.76%1.91%#6$245.8万7.9万股$230.5万7.3万股+5,198股+7.09%加仓
PARK AVENUE SECURITIES LLC
0.01%0.06%#54$233.1万7.4万股$784.2万25.0万股-17.5万股-70.15%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#103$223.1万7.1万股$149.9万4.8万股+2.4万股+49.46%加仓
加拿大丰业银行BANK OF NOVA SCOTIA
<0.01%<0.01%#75$213.5万6.8万股$214.4万6.8万股00.00%持仓不变
COLLECTIVE FAMILY OFFICE LLC
0.36%0.56%#19$176.2万5.6万股$249.3万7.9万股-2.3万股-29.01%减仓
IFP顾问IFP Advisors, Inc
0.03%0.02%#42$172.7万5.5万股$97.7万3.1万股+2.4万股+77.47%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#93$166.3万5.3万股$168.9万5.4万股-605股-1.13%减仓
正交资本Quadrature Capital Ltd
0.01%#56$161.4万5.2万股$00股+5.2万股新买入
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.02%0.02%#52$159.9万5.1万股$150.1万4.8万股+3,342股+7.00%加仓
共同顾问Mutual Advisors, LLC
0.03%0.04%#43$159.3万5.1万股$167.8万5.3万股-2,515股-4.71%减仓
Galvin, Gaustad & Stein, LLC
0.12%0.12%#32$158.8万5.1万股$151.0万4.8万股+2,681股+5.58%加仓
COMPASS FINANCIAL MANAGEMENT LLC
0.18%#27$157.5万5.0万股$00股+5.0万股新买入
Barden Capital Management, Inc.
1.25%1.19%#9$135.9万4.3万股$138.8万4.4万股-751股-1.70%减仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.01%0.02%#65$116.1万3.7万股$284.5万9.1万股-5.3万股-59.01%减仓
Smart Money Group LLC
0.3%0.32%#23$115.6万3.7万股$109.8万3.5万股+1,989股+5.69%加仓
Faithward Advisors, LLC
0.14%0.16%#31$111.8万3.6万股$114.9万3.7万股-831股-2.27%减仓
WBH ADVISORY INC
0.07%0.22%#36$111.5万3.6万股$298.1万9.5万股-6.0万股-62.60%减仓
Seek First Inc.
0.69%0.82%#14$109.0万3.5万股$116.9万3.7万股-2,376股-6.39%减仓
Frisch Financial Group, Inc.
0.16%0.21%#29$92.7万3.0万股$100.0万3.2万股-2,213股-6.95%减仓
Antonelli Financial Advisors, LLC
0.59%0.7%#16$85.5万2.7万股$101.5万3.2万股-5,000股-15.48%减仓
Sigma Planning Corp
0.02%#48$85.4万2.7万股$00股+2.7万股新买入

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