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

嘉信策略信托

SCHWAB STRATEGIC TRSCCR
持有机构数
25
机构合计市值 (Q2 2026)
$13.02亿
机构合计股数 (Q2 2026)
5,087.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+853.3万股
16 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-52.6万股
14 · 8 清仓 · ≈
⚖️ 净额
+800.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$13.02亿
持有机构数
25
新买入
10
加仓
6
减仓
6
清仓
8
持股不变
3
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
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.17%0.16%#3$12.84亿5,018.8万股$10.76亿4,182.4万股+836.4万股+20.00%加仓
Breakwater Investment Management
2.72%2.3%#1$798.1万31.2万股$619.9万24.1万股+7.1万股+29.40%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#13$380.8万14.9万股$486.7万18.9万股-4.0万股-21.35%减仓
ATX Financial Planning, LLC
1.21%1.21%#2$159.4万6.2万股$159.4万6.2万股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#16$123.3万4.8万股$27.1万1.1万股+3.8万股+357.42%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#14$51.8万2.0万股$42.6万1.7万股+3,677股+22.20%加仓
Camarda Financial Advisors, LLC
0.14%0.64%#4$47.5万1.9万股$122.1万4.7万股-2.9万股-60.87%减仓
简街集团JANE STREET GROUP, LLC
<0.01%#20$44.1万1.7万股$00股+1.7万股新买入
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#21$34.0万1.3万股$00股+1.3万股新买入
Compass Financial Group, INC/SD
0.04%0.1%#6$33.3万1.3万股$73.4万2.9万股-1.6万股-54.43%减仓
Acorn Wealth Advisors, LLC
0.07%#5$30.1万1.2万股$00股+1.2万股新买入
EP财富顾问EP Wealth Advisors, LLC
<0.01%#11$17.3万6,779股$00股+6,779股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#15$8.6万3,350股$26.1万1.0万股-6,782股-66.94%减仓
Larson Financial 集团Larson Financial Group LLC
<0.01%<0.01%#8$8.3万3,240股$4.3万1,689股+1,551股+91.83%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%#12$7.5万2,939股$00股+2,939股新买入
大西洋联合银行Atlantic Union Bankshares Corp
<0.01%<0.01%#10$6.5万2,558股$7.7万2,978股-420股-14.10%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#22$6.0万2,356股$6.1万2,356股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#18$4.4万1,732股$3.8万1,483股+249股+16.79%加仓
摩根士丹利MORGAN STANLEY
<0.01%#23$4.0万1,567股$00股+1,567股新买入
Vision Retirement, LLC
0.01%0.01%#7$2.3万890股$2.3万890股00.00%持仓不变
Rossby Financial, LCC
<0.01%#9$1.1万414股$00股+414股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#19$1.0万400股$00股+400股新买入
CoreCap 顾问CoreCap Advisors, LLC
<0.01%#17$2,569100股$00股+100股新买入
AssetMarkASSETMARK, INC
<0.01%<0.01%#24$1,20347股$4,244165股-118股-71.52%减仓
瑞银集团UBS Group AG
<0.01%#25$69127股$00股+27股新买入

🧭 机构资金流板块热力图

净流出 净流入