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嘉信策略信托 · 13F 机构持仓分析
期权收益计算器 机构排行
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嘉信策略信托

SCHWAB STRATEGIC TRSCHD
持有机构数
2136
机构合计市值 (Q2 2026)
$295.81亿
机构合计股数 (Q2 2026)
8.40亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+8,145.4万股
1253 · 202 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-6,862.1万股
738 · 113 清仓 · ≈
⚖️ 净额
+1,283.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$295.81亿
持有机构数
2136
新买入
202
加仓
1051
减仓
625
清仓
113
持股不变
258
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
Roehl & Yi Investment Advisors, LLC
1.12%0.63%#376$32.36亿13.5万股$114.0万4.2万股+9.3万股+223.99%加仓
住友生命保险SUMITOMO LIFE INSURANCE CO
30.88%32.62%#4$18.89亿5,957.0万股$13.94亿4,545.0万股+1,412.0万股+31.07%加仓
乐天投资管理Rakuten Investment Management, Inc.
4.35%4.58%#117$15.05亿4,713.9万股$22.54亿8,318.4万股-3,604.5万股-43.33%减仓
美国银行BANK OF AMERICA CORP /DE/
0.07%0.07%#1448$11.40亿3,596.4万股$9.47亿3,086.2万股+510.2万股+16.53%加仓
LPL金融LPL Financial LLC
0.24%0.25%#914$10.62亿3,350.4万股$9.47亿3,087.0万股+263.4万股+8.53%加仓
摩根士丹利MORGAN STANLEY
0.05%0.05%#1606$8.84亿2,788.2万股$7.43亿2,722.6万股+65.7万股+2.41%加仓
Cetera投资顾问Cetera Investment Advisers
0.74%0.79%#485$8.08亿2,548.7万股$7.42亿2,418.5万股+130.3万股+5.39%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.16%0.16%#1117$5.73亿1,806.7万股$5.27亿1,718.0万股+88.7万股+5.16%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.13%0.14%#1185$5.60亿1,766.7万股$5.31亿1,731.2万股+35.5万股+2.05%加仓
瑞银集团UBS Group AG
0.06%0.07%#1528$4.53亿1,427.2万股$4.49亿1,463.4万股-36.2万股-2.47%减仓
Wealthspire顾问Wealthspire Advisors, LLC
2.36%3.21%#210$4.30亿1,357.5万股$4.08亿1,331.1万股+26.3万股+1.98%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.23%0.26%#955$4.25亿1,339.9万股$4.21亿1,373.5万股-33.6万股-2.45%减仓
Wealthfront顾问Wealthfront Advisers LLC
0.77%0.86%#473$4.00亿1,261.9万股$3.93亿1,280.8万股-18.9万股-1.47%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.05%0.05%#1569$3.49亿1,100.8万股$2.66亿865.6万股+235.2万股+27.17%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.41%0.43%#702$3.45亿1,087.0万股$2.93亿955.4万股+131.6万股+13.77%加仓
富国银行WELLS FARGO & COMPANY/MN
0.05%0.05%#1567$3.23亿1,019.0万股$2.85亿929.9万股+89.1万股+9.59%加仓
卡萨迪财富管理Cassaday & Co Wealth Management LLC
5.91%6.25%#79$3.14亿991.7万股$2.94亿956.9万股+34.8万股+3.64%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.38%0.4%#721$3.05亿960.7万股$2.90亿944.4万股+16.3万股+1.72%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.05%0.06%#1564$2.60亿818.7万股$2.42亿789.3万股+29.4万股+3.73%加仓
MarinerMariner, LLC
0.23%0.27%#943$2.21亿697.4万股$2.33亿760.6万股-63.3万股-8.32%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.44%0.46%#676$2.14亿675.0万股$1.65亿536.9万股+138.1万股+25.73%加仓
Cambridge Investment Research Advisors, Inc.
0.49%0.52%#632$2.11亿664.9万股$2.01亿654.3万股+10.6万股+1.62%加仓
Keystone Financial Planning, Inc.
51.09%55.43%#2$1.98亿625.0万股$2.08亿676.4万股-51.3万股-7.59%减仓
CIBC世界市场CIBC WORLD MARKET INC.
0.31%0.31%#808$1.98亿623.3万股$1.89亿615.8万股+7.6万股+1.23%加仓
Avantax Planning Partners, Inc.
4.26%4.64%#120$1.71亿539.4万股$1.69亿550.8万股-11.4万股-2.06%减仓
HHM Wealth Advisors, LLC
16.91%18.21%#6$1.68亿531.3万股$1.58亿515.7万股+15.6万股+3.03%加仓
HighTower顾问HighTower Advisors, LLC
0.16%0.17%#1100$1.66亿522.6万股$1.58亿513.5万股+9.2万股+1.79%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.06%0.06%#1492$1.58亿493.3万股$1.17亿385.5万股+107.8万股+27.96%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.26%0.33%#882$1.55亿480.7万股$1.51亿498.0万股-17.2万股-3.46%减仓
Creative Planning财富管理Creative Planning
0.09%0.09%#1369$1.50亿473.8万股$1.35亿439.8万股+34.0万股+7.73%加仓
KeyBank国民银行KEYBANK NATIONAL ASSOCIATION/OH
0.47%0.43%#646$1.42亿447.2万股$1.18亿383.7万股+63.5万股+16.54%加仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#1964$1.24亿389.0万股$1.31亿431.2万股-42.2万股-9.79%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.37%0.41%#735$1.15亿363.5万股$1.08亿352.3万股+11.2万股+3.19%加仓
Truist金融TRUIST FINANCIAL CORP
0.12%0.13%#1220$1.03亿326.1万股$9,754.1万317.9万股+8.2万股+2.59%加仓
Berger Financial Group, Inc
5.19%5.14%#94$1.02亿320.5万股$9,189.0万299.5万股+21.0万股+7.02%加仓
Cresset资产管理Cresset Asset Management, LLC
0.34%0.37%#762$9,480.4万299.0万股$8,621.7万281.0万股+18.0万股+6.39%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.11%0.1%#1270$8,969.1万282.8万股$7,047.7万229.7万股+53.1万股+23.13%加仓
五三银行FIFTH THIRD BANCORP
0.14%0.15%#1154$8,764.6万276.4万股$8,409.1万274.1万股+2.3万股+0.84%加仓
Valmark顾问Valmark Advisers, Inc.
0.89%0.97%#439$8,347.1万263.2万股$8,178.2万266.6万股-3.3万股-1.25%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.01%0.01%#1973$8,331.0万262.7万股$1.33亿432.9万股-170.2万股-39.31%减仓
Cerity合伙人Cerity Partners LLC
0.1%0.11%#1326$7,998.1万252.2万股$7,677.4万250.2万股+2.0万股+0.79%加仓
Golden Reserve Retirement LLC
11.68%14.48%#18$7,418.0万233.9万股$7,018.5万228.8万股+5.2万股+2.26%加仓
Asset Advisors Investment Management, LLC
6.77%7.37%#63$7,378.1万232.7万股$7,727.0万251.9万股-19.2万股-7.62%减仓
Stifel金融STIFEL FINANCIAL CORP
0.06%0.07%#1503$7,371.1万232.5万股$7,073.1万230.5万股+1.9万股+0.83%加仓
MAI资本管理MAI Capital Management
0.27%0.4%#854$7,258.9万228.9万股$7,071.3万230.5万股-1.6万股-0.68%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.09%0.1%#1355$6,598.5万208.1万股$6,195.4万201.9万股+6.2万股+3.05%加仓
未来资产环球投资Mirae Asset Global Investments Co., Ltd.
0.1%0.14%#1319$6,580.0万207.5万股$5,006.5万163.2万股+44.3万股+27.16%加仓
Summit Asset Management, LLC
8.4%8.79%#39$6,557.8万206.8万股$6,321.3万206.0万股+7,658股+0.37%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.88%0.91%#443$6,514.2万205.4万股$5,907.4万192.5万股+12.9万股+6.69%加仓
Waverly顾问Waverly Advisors, LLC
0.38%0.4%#730$6,478.4万204.3万股$5,358.0万174.6万股+29.7万股+16.98%加仓

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