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嘉信·U.S. LARGE-CAP GROWTH ETF · 13F 机构持仓分析
期权收益计算器 机构排行
S

嘉信·U.S. LARGE-CAP GROWTH ETF

SCHWAB U.S. LARGE-CAP GROWTH ETFSCHG
持有机构数
1670
机构合计市值 (Q2 2026)
$323.85亿
机构合计股数 (Q2 2026)
9.58亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1.29亿股
883 · 155 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-8,823.0万股
635 · 98 清仓 · ≈
⚖️ 净额
+4,121.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$323.85亿
持有机构数
1670
新买入
155
加仓
728
减仓
537
清仓
98
持股不变
250
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
0.55%0.19%#480$41.28亿1.22亿股$12.67亿4,350.6万股+7,847.9万股+180.39%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.49%0.5%#500$20.91亿6,178.5万股$18.78亿6,446.2万股-267.7万股-4.15%减仓
SEI投资SEI INVESTMENTS CO
1.4%1.26%#314$16.13亿4,766.0万股$13.86亿4,756.5万股+9.5万股+0.20%加仓
Financial Engines顾问Financial Engines Advisors L.L.C.
2.36%2.02%#220$13.27亿3,921.2万股$9.93亿3,410.5万股+510.7万股+14.97%加仓
LPL金融LPL Financial LLC
0.29%0.29%#646$12.96亿3,829.3万股$10.86亿3,728.4万股+100.9万股+2.71%加仓
MarinerMariner, LLC
0.68%0.67%#436$6.53亿1,930.9万股$5.76亿1,976.4万股-45.6万股-2.31%减仓
Cetera投资顾问Cetera Investment Advisers
0.59%0.56%#463$6.44亿1,903.6万股$5.23亿1,795.6万股+108.0万股+6.02%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.73%0.78%#420$6.23亿1,839.7万股$5.30亿1,820.2万股+19.5万股+1.07%加仓
VantagePoint投资顾问VANTAGEPOINT INVESTMENT ADVISERS LLC
4.32%4.21%#142$5.78亿1,706.7万股$4.97亿1,706.7万股00.00%持仓不变
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.16%0.14%#831$5.74亿1,696.8万股$4.61亿1,582.7万股+114.1万股+7.21%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.11%0.11%#930$5.42亿1,601.3万股$4.79亿1,642.6万股-41.3万股-2.51%减仓
Avantax Planning Partners, Inc.
12.59%12.02%#31$5.06亿1,495.2万股$4.38亿1,503.2万股-8.0万股-0.53%减仓
Fund Evaluation 集团Fund Evaluation Group, LLC
13.38%9.56%#25$4.96亿1,464.9万股$3.11亿1,068.4万股+396.5万股+37.11%加仓
Mather集团MATHER GROUP, LLC.
3.84%12.65%#153$4.40亿1,300.9万股$12.68亿4,352.9万股-3,052.0万股-70.11%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.2%0.18%#766$3.71亿1,096.9万股$2.96亿1,014.7万股+82.3万股+8.11%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.75%0.73%#414$3.67亿1,084.1万股$2.64亿906.9万股+177.2万股+19.54%加仓
富国银行WELLS FARGO & COMPANY/MN
0.06%0.05%#1127$3.54亿1,047.3万股$2.51亿861.8万股+185.5万股+21.53%加仓
摩根士丹利MORGAN STANLEY
0.02%0.02%#1396$3.22亿952.0万股$2.83亿886.4万股+65.5万股+7.39%加仓
McAdam, LLC
11.15%9.73%#39$2.89亿853.7万股$2.16亿741.3万股+112.4万股+15.16%加仓
美国银行BANK OF AMERICA CORP /DE/
0.02%0.02%#1390$2.86亿844.5万股$2.92亿1,000.8万股-156.3万股-15.61%减仓
摩根大通JPMORGAN CHASE & CO
0.02%0.01%#1405$2.75亿822.1万股$2.22亿790.6万股+31.5万股+3.99%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
2.22%2.13%#232$2.63亿777.6万股$2.18亿748.2万股+29.4万股+3.93%加仓
HighTower顾问HighTower Advisors, LLC
0.24%0.27%#700$2.49亿735.7万股$2.51亿862.4万股-126.8万股-14.70%减仓
Focus Partners财富Focus Partners Wealth
0.24%0.39%#705$2.31亿683.6万股$3.54亿1,214.8万股-531.2万股-43.73%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
1.06%1.03%#361$2.28亿674.5万股$1.95亿670.1万股+4.4万股+0.65%加仓
Moneta集团投资顾问MONETA GROUP INVESTMENT ADVISORS LLC
1.67%1.41%#279$2.25亿666.3万股$1.87亿643.4万股+22.9万股+3.55%加仓
RMG Wealth Management LLC
21.62%21.33%#6$2.09亿587.6万股$1.85亿541.4万股+46.2万股+8.53%加仓
Thrive Wealth Management, LLC
23.35%23.09%#4$1.84亿543.1万股$1.55亿531.8万股+11.3万股+2.12%加仓
Clark资本管理集团Clark Capital Management Group, Inc.
0.83%0.83%#401$1.52亿449.1万股$1.34亿461.7万股-12.5万股-2.71%减仓
Focus Financial Network, Inc.
4.57%4.94%#129$1.48亿436.1万股$1.38亿473.2万股-37.0万股-7.83%减仓
Marquette Asset Management, LLC
18.66%18.58%#9$1.45亿429.3万股$1.24亿426.7万股+2.7万股+0.62%加仓
Golden Reserve Retirement LLC
22.65%24.41%#5$1.44亿425.0万股$1.18亿406.1万股+18.8万股+4.64%加仓
Krilogy Financial LLC
3.75%3.86%#155$1.27亿374.5万股$1.20亿373.5万股+1.0万股+0.27%加仓
HHM Wealth Advisors, LLC
12.67%12.05%#30$1.26亿372.8万股$1.05亿359.5万股+13.3万股+3.70%加仓
Waverly顾问Waverly Advisors, LLC
0.72%0.76%#425$1.24亿366.1万股$1.02亿351.6万股+14.5万股+4.12%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.15%0.15%#833$1.23亿362.8万股$1.08亿369.8万股-7.0万股-1.89%减仓
PARK AVENUE SECURITIES LLC
0.74%0.78%#419$1.18亿349.2万股$9,943.2万341.3万股+7.8万股+2.30%加仓
Truist金融TRUIST FINANCIAL CORP
0.14%0.12%#867$1.15亿340.3万股$9,257.1万317.8万股+22.5万股+7.09%加仓
Cerity合伙人Cerity Partners LLC
0.14%0.13%#873$1.13亿390.3万股$9,363.1万319.6万股+70.7万股+22.12%加仓
瑞银集团UBS Group AG
0.01%0.01%#1418$1.11亿326.9万股$9,539.3万327.5万股-5,442股-0.17%减仓
Creative Planning财富管理Creative Planning
0.06%0.06%#1086$1.10亿325.0万股$9,575.9万328.7万股-3.7万股-1.13%减仓
THRIVENT FINANCIAL FOR LUTHERANS
0.17%0.15%#806$1.09亿321.2万股$8,842.1万303.5万股+17.7万股+5.82%加仓
RAINEY & RANDALL WEALTH ADVISORS INC.
15.11%14.75%#19$1.06亿312.5万股$9,081.6万311.8万股+6,920股+0.22%加仓
Gemmer Asset Management LLC
7.1%7.07%#81$1.05亿310.1万股$8,951.6万307.3万股+2.8万股+0.90%加仓
Savvy Advisors, Inc.
2.2%2.23%#233$1.04亿306.1万股$8,340.4万286.3万股+19.8万股+6.92%加仓
Cambridge Investment Research Advisors, Inc.
0.23%0.22%#715$1.01亿298.0万股$8,438.8万289.7万股+8.4万股+2.88%加仓
Legacy Financial Strategies, LLC
15.39%15.24%#17$9,939.3万293.7万股$8,446.0万289.9万股+3.8万股+1.30%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.54%0.52%#482$9,813.0万289.8万股$8,468.5万290.7万股-9,011股-0.31%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#1413$9,721.2万287.3万股$8,297.7万284.9万股+2.4万股+0.85%加仓
Berger Financial Group, Inc
4.91%4.24%#122$9,618.9万284.2万股$7,567.2万259.8万股+24.5万股+9.42%加仓

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