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 TRSCHE
持有机构数
895
机构合计市值 (Q2 2026)
$55.90亿
机构合计股数 (Q2 2026)
1.54亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,006.7万股
423 · 81 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-813.7万股
379 · 52 清仓 · ≈
⚖️ 净额
+192.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$55.90亿
持有机构数
895
新买入
81
加仓
342
减仓
327
清仓
52
持股不变
145
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
Creative Planning财富管理Creative Planning
0.45%0.49%#160$7.65亿2,108.7万股$7.17亿2,175.8万股-67.1万股-3.09%减仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.97%1.04%#83$5.48亿1,512.3万股$5.12亿1,554.2万股-41.9万股-2.70%减仓
HighTower顾问HighTower Advisors, LLC
0.33%0.33%#196$3.44亿947.5万股$3.12亿947.5万股-580股-0.01%减仓
美国合众银行US BANCORP \DE\
0.14%0.15%#321$1.24亿341.5万股$1.20亿364.4万股-22.9万股-6.27%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.06%0.07%#418$1.15亿317.8万股$1.11亿337.2万股-19.4万股-5.75%减仓
SageView Advisory 集团SageView Advisory Group, LLC
3.77%#14$1.15亿316.9万股$00股+316.9万股新买入
乐天投资管理Rakuten Investment Management, Inc.
0.31%0.3%#201$1.06亿294.5万股$1.49亿449.1万股-154.6万股-34.42%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.03%0.03%#521$8,408.3万235.2万股$6,806.7万210.7万股+24.5万股+11.63%加仓
REBALANCE, LLC
4.37%4.18%#10$8,333.5万229.8万股$7,197.6万218.4万股+11.4万股+5.21%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#742$8,301.7万229.0万股$7,080.1万212.2万股+16.8万股+7.91%加仓
奥格尔财富管理Orgel Wealth Management, LLC
1.51%1.5%#58$7,972.1万219.9万股$6,953.2万211.0万股+8.8万股+4.19%加仓
Mather集团MATHER GROUP, LLC.
0.67%0.68%#114$7,680.0万211.8万股$6,858.2万208.1万股+3.7万股+1.76%加仓
Moneta集团投资顾问MONETA GROUP INVESTMENT ADVISORS LLC
0.52%0.47%#138$7,038.4万194.1万股$6,309.2万191.5万股+2.6万股+1.37%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.3%0.34%#209$6,387.2万176.1万股$6,291.0万190.9万股-14.8万股-7.74%减仓
Krilogy Financial LLC
1.86%1.94%#47$6,301.4万173.8万股$6,031.1万170.4万股+3.4万股+1.97%加仓
Charles Schwab Trust Co
3.34%1.48%#18$5,989.9万165.2万股$2,280.3万69.2万股+96.0万股+138.70%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#631$5,671.8万156.5万股$5,022.1万152.4万股+4.0万股+2.66%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#777$5,651.4万157.2万股$5,493.5万172.2万股-14.9万股-8.66%减仓
富达投资FMR LLC
<0.01%<0.01%#789$5,615.0万154.9万股$5,156.9万156.5万股-1.7万股-1.06%减仓
MarinerMariner, LLC
0.06%0.06%#430$5,582.6万154.1万股$5,025.1万152.5万股+1.6万股+1.02%加仓
Heartwood Wealth Advisors LLC
4.28%4.23%#11$5,506.7万151.9万股$4,849.0万147.2万股+4.7万股+3.20%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#677$5,399.6万148.9万股$4,877.2万148.0万股+8,937股+0.60%加仓
Corient私人财富Corient Private Wealth LLC
0.04%0.07%#499$5,254.4万144.9万股$4,923.4万150.0万股-5.1万股-3.41%减仓
Mountain Capital Investment Advisors Inc.
7.4%7.59%#3$5,236.1万144.4万股$5,114.1万143.1万股+1.3万股+0.89%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.06%0.07%#416$5,047.4万139.2万股$4,767.8万144.7万股-5.5万股-3.80%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.08%0.09%#392$4,699.6万131.2万股$4,227.3万128.8万股+2.4万股+1.84%加仓
Fund Evaluation 集团Fund Evaluation Group, LLC
1.13%1.24%#75$4,182.1万115.3万股$4,035.9万122.5万股-7.1万股-5.84%减仓
RAINEY & RANDALL WEALTH ADVISORS INC.
5.68%5.85%#8$3,973.4万109.6万股$3,598.5万109.2万股+3,708股+0.34%加仓
Waverly顾问Waverly Advisors, LLC
0.21%0.26%#254$3,690.9万101.8万股$3,436.6万104.3万股-2.5万股-2.40%减仓
Wealthspire顾问Wealthspire Advisors, LLC
0.2%0.33%#264$3,647.1万100.6万股$4,140.2万125.6万股-25.1万股-19.95%减仓
COOPER/HAIMS ADVISORS, LLC
15.49%16.36%#1$3,600.3万99.3万股$3,477.2万105.5万股-6.2万股-5.91%减仓
JMG Financial Group, Ltd.
0.84%0.86%#94$3,483.1万96.1万股$3,106.6万94.3万股+1.8万股+1.88%加仓
Cerity合伙人Cerity Partners LLC
0.04%0.04%#500$3,268.7万90.1万股$2,937.4万88.8万股+1.3万股+1.51%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#751$3,240.6万89.4万股$2,955.1万89.7万股-3,124股-0.35%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.28%0.27%#213$3,109.3万85.8万股$2,669.9万81.0万股+4.7万股+5.83%加仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.03%#558$2,986.8万82.4万股$2,791.2万84.7万股-2.3万股-2.76%减仓
HBK索尔斯顾问HBK Sorce Advisory LLC
0.53%0.58%#133$2,820.3万76.9万股$2,917.1万79.2万股-2.4万股-3.00%减仓
SCS资本管理SCS Capital Management LLC
0.25%0.26%#229$2,674.5万73.8万股$2,468.3万74.9万股-1.2万股-1.54%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.03%0.03%#543$2,519.4万69.5万股$2,239.8万68.0万股+1.5万股+2.22%加仓
Focus Partners财富Focus Partners Wealth
0.03%0.02%#570$2,474.8万68.3万股$1,789.8万54.3万股+13.9万股+25.65%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#803$2,335.3万64.4万股$2,185.0万66.3万股-1.9万股-2.87%减仓
巴伦廷合伙人Ballentine Partners, LLC
0.28%0.3%#214$2,306.4万63.6万股$2,144.3万65.1万股-1.5万股-2.26%减仓
BlueSky Wealth Advisors, LLC
2.62%2.67%#30$2,259.6万62.3万股$2,071.7万62.9万股-5,582股-0.89%减仓
93 Financial Group, LLC
8.84%9.15%#2$2,238.3万61.7万股$2,052.8万62.3万股-5,718股-0.92%减仓
THRIVENT FINANCIAL FOR LUTHERANS
0.03%0.03%#545$1,880.2万51.9万股$1,961.2万59.5万股-7.7万股-12.88%减仓
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
3.9%3.94%#13$1,841.7万50.8万股$1,649.4万50.1万股+7,330股+1.46%加仓
TruNorth Capital Management, LLC
2.89%2.84%#24$1,801.1万49.7万股$1,480.9万44.9万股+4.7万股+10.52%加仓
NAPLES GLOBAL ADVISORS, LLC
1.1%1.17%#77$1,785.4万49.2万股$1,599.1万48.5万股+7,071股+1.46%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.21%0.18%#258$1,741.8万48.0万股$1,201.3万36.5万股+11.6万股+31.76%加仓
Alliance Wealth Management Group
3.36%3.54%#17$1,728.3万47.7万股$1,616.3万49.1万股-1.4万股-2.83%减仓

🧭 机构资金流板块热力图

净流出 净流入