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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 TRSCHF
持有机构数
1667
机构合计市值 (Q2 2026)
$401.43亿
机构合计股数 (Q2 2026)
14.51亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+5,724.6万股
888 · 150 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-3,523.5万股
601 · 78 清仓 · ≈
⚖️ 净额
+2,201.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$401.43亿
持有机构数
1667
新买入
150
加仓
738
减仓
523
清仓
78
持股不变
256
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
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
4.58%4.61%#96$85.70亿3.09亿股$74.82亿3.02亿股+710.8万股+2.35%加仓
Empower咨询集团Empower Advisory Group, LLC
12.06%11.93%#9$50.57亿1.83亿股$45.96亿1.86亿股-313.3万股-1.69%减仓
Financial Engines顾问Financial Engines Advisors L.L.C.
7.26%7.67%#46$40.91亿1.48亿股$37.76亿1.53亿股-486.9万股-3.19%减仓
Wealthfront顾问Wealthfront Advisers LLC
6.22%6.32%#62$32.35亿1.17亿股$28.79亿1.16亿股+44.6万股+0.38%加仓
Creative Planning财富管理Creative Planning
0.75%0.79%#365$12.75亿4,602.6万股$11.67亿4,713.5万股-110.9万股-2.35%减仓
HighTower顾问HighTower Advisors, LLC
0.58%0.56%#410$5.99亿2,161.4万股$5.25亿2,119.3万股+42.1万股+1.99%加仓
Betterment智能投顾Betterment LLC
0.96%0.99%#315$5.70亿2,056.1万股$5.25亿2,120.9万股-64.8万股-3.06%减仓
Corient私人财富Corient Private Wealth LLC
0.41%0.68%#485$5.50亿1,984.8万股$4.74亿1,914.6万股+70.2万股+3.67%加仓
组成财富Composition Wealth, LLC
5.22%5.27%#86$4.46亿1,610.5万股$3.84亿1,550.7万股+59.8万股+3.85%加仓
美国合众银行US BANCORP \DE\
0.44%0.38%#476$4.00亿1,444.4万股$3.12亿1,262.4万股+182.0万股+14.42%加仓
SCS资本管理SCS Capital Management LLC
3.25%3.27%#133$3.44亿1,242.9万股$3.09亿1,248.8万股-5.8万股-0.47%减仓
摩根士丹利MORGAN STANLEY
0.02%0.01%#1347$3.40亿1,228.2万股$2.46亿1,055.2万股+173.0万股+16.40%加仓
Wealthspire顾问Wealthspire Advisors, LLC
1.66%2.37%#223$3.03亿1,094.0万股$3.02亿1,220.9万股-126.9万股-10.40%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.11%0.1%#857$2.71亿988.8万股$2.01亿834.5万股+154.3万股+18.49%加仓
奥格尔财富管理Orgel Wealth Management, LLC
5.09%5.02%#88$2.68亿969.2万股$2.33亿941.2万股+28.1万股+2.99%加仓
MarinerMariner, LLC
0.28%0.29%#583$2.68亿968.1万股$2.47亿999.6万股-31.4万股-3.14%减仓
McAdam, LLC
9.96%9.38%#20$2.58亿931.7万股$2.08亿840.9万股+90.8万股+10.80%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.3%0.33%#563$2.41亿870.7万股$2.20亿890.1万股-19.4万股-2.18%减仓
Avantax Planning Partners, Inc.
5.26%4.97%#82$2.11亿762.5万股$1.81亿731.7万股+30.8万股+4.21%加仓
Cresset资产管理Cresset Asset Management, LLC
0.72%0.75%#373$2.00亿721.7万股$1.73亿700.7万股+21.0万股+2.99%加仓
REBALANCE, LLC
10.46%9.92%#18$2.00亿720.8万股$1.71亿690.5万股+30.3万股+4.39%加仓
LPL金融LPL Financial LLC
0.04%0.04%#1135$1.99亿720.1万股$1.54亿622.1万股+98.0万股+15.75%加仓
Steele Capital Management, Inc.
7.2%7.09%#47$1.96亿705.6万股$1.71亿691.1万股+14.5万股+2.10%加仓
Cerity合伙人Cerity Partners LLC
0.23%0.24%#639$1.91亿738.4万股$1.71亿688.5万股+49.9万股+7.25%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.04%0.02%#1191$1.79亿646.0万股$1.04亿418.3万股+227.7万股+54.44%加仓
SageView Advisory 集团SageView Advisory Group, LLC
5.68%#74$1.73亿625.6万股$00股+625.6万股新买入
Gemmer Asset Management LLC
11.54%11.93%#13$1.71亿615.7万股$1.51亿609.8万股+6.0万股+0.98%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#1427$1.70亿613.6万股$1.85亿747.8万股-134.2万股-17.94%减仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.03%#1261$1.67亿601.8万股$1.44亿583.2万股+18.6万股+3.20%加仓
BESSEMER GROUP INC
0.22%0.22%#646$1.62亿584.0万股$1.41亿568.3万股+15.7万股+2.76%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.04%0.04%#1178$1.61亿580.1万股$1.63亿657.5万股-77.5万股-11.78%减仓
BRANDYWINE OAK PRIVATE WEALTH LLC
12.03%12.17%#10$1.58亿572.2万股$1.45亿584.8万股-12.6万股-2.15%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.25%0.31%#607$1.53亿553.9万股$1.40亿561.0万股-7.1万股-1.26%减仓
富达投资FMR LLC
0.01%0.01%#1483$1.52亿549.6万股$1.33亿537.6万股+12.0万股+2.23%加仓
瑞银集团UBS Group AG
0.02%0.02%#1350$1.40亿505.3万股$1.13亿455.1万股+50.2万股+11.02%加仓
Fund Evaluation 集团Fund Evaluation Group, LLC
3.6%4.21%#122$1.33亿480.8万股$1.37亿553.3万股-72.6万股-13.11%减仓
蓝泉财富管理Bluespring Wealth Management, LLC
2.52%7.71%#163$1.31亿472.7万股$8,943.1万361.3万股+111.3万股+30.81%加仓
Moneta集团投资顾问MONETA GROUP INVESTMENT ADVISORS LLC
0.96%0.85%#317$1.30亿468.6万股$1.13亿457.9万股+10.7万股+2.34%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
1.16%1.27%#282$1.20亿432.5万股$1.10亿443.0万股-10.5万股-2.37%减仓
Cetera投资顾问Cetera Investment Advisers
0.11%0.11%#867$1.17亿420.8万股$1.00亿404.2万股+16.6万股+4.11%加仓
JMG Financial Group, Ltd.
2.74%2.83%#155$1.13亿408.8万股$1.02亿411.6万股-2.8万股-0.69%减仓
简街集团JANE STREET GROUP, LLC
0.01%0.02%#1450$1.11亿401.9万股$1.59亿641.5万股-239.7万股-37.36%减仓
Charles Schwab Trust Co
5.99%5.59%#66$1.07亿387.9万股$8,617.4万348.2万股+39.7万股+11.41%加仓
BlueStem Wealth Partners, LLC
10.53%6.67%#17$1.06亿381.9万股$6,006.2万242.7万股+139.3万股+57.39%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.95%0.88%#319$1.05亿377.9万股$8,819.5万356.4万股+21.6万股+6.06%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.12%0.11%#829$1.03亿373.5万股$7,779.9万314.3万股+59.1万股+18.81%加仓
Focus Partners财富Focus Partners Wealth
0.1%0.09%#887$9,710.3万350.6万股$7,855.3万317.3万股+33.3万股+10.48%加仓
Choreo资本CHOREO, LLC
1.03%1.07%#301$9,624.6万347.5万股$8,753.0万353.6万股-6.2万股-1.75%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.19%0.18%#699$9,254.9万334.1万股$6,573.7万265.6万股+68.5万股+25.79%加仓
FOSTER & MOTLEY INC
4.16%3.97%#104$9,030.3万326.0万股$7,703.1万311.2万股+14.8万股+4.75%加仓

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