증권 기록 · 과거 분기 (아카이브)
SCHB
Schwab U.S. Broad Market ETF · Financial Services · Asset Management
68추적 보유자
0Δ 보유자
131.21M보유 주식 수
$3.44B보고 가치
+0신규 편입 포지션
−0청산
모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 0.0% · 주식 흐름 -0.3% · 순 신규 포지션 0.0% — 산식
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 70 | +2 | 185.74M | $5.37B | +3 | −1 |
| Q1 2026 | 69 | +1 | 186.78M | $4.68B | +5 | −4 |
| Q4 2025 | 68 | 0 | 131.21M | $3.44B | — | — |
| Q3 2025 | 10 | -1 | 8.65M | $222.33M | — | −1 |
| Q2 2025 | 8 | +2 | 1.88M | $44.78M | +2 | — |
| Q1 2025 | 3 | -1 | 305.60K | $6.58M | — | −1 |
| Q4 2024 | 4 | +2 | 777.21K | $17.64M | +3 | −1 |
| Q3 2024 | 2 | -1 | 91.67K | $6.10M | +1 | −2 |
| Q2 2024 | 3 | — | 100.74K | $6.33M | — | — |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 53.56M | — | $1.40B | 3.1% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 8.63M | — | $226.41M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Mariner, LLC | 4.45M | — | $116.85M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Mariner, LLC | 4.45M | — | $116.85M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Mariner, LLC | 4.45M | — | $116.85M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Captrust Financial Advisors | 4.24M | — | $111.13M | 0.2% | n/c | 1 | SEC ↗ |
| 7 | Creative Planning | 3.81M | — | $99.87M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Creative Planning | 3.81M | — | $99.87M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 3.22M | +0.7% | $84.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 3.22M | +0.7% | $84.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 3.22M | +0.7% | $84.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 3.22M | +0.7% | $84.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 3.22M | +0.7% | $84.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 3.22M | +0.7% | $84.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 3.21M | — | $84.26M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 3.21M | — | $84.26M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 3.21M | — | $84.26M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 3.21M | — | $84.26M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS AM, a distinct business unit of… | 2.95M | — | $77.48M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | LPL Financial LLC | 2.85M | — | $74.74M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 2.78M | — | $74.12M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 2.74M | — | $71.96M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 2.74M | — | $71.96M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 2.74M | — | $71.96M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 2.74M | — | $71.96M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Brown Advisory Inc | 2.73M | — | $71.53M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Brown Advisory Inc | 2.73M | — | $71.53M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Brown Advisory Inc | 2.73M | — | $71.53M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 2.67M | — | $69.98M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 2.63M | — | $68.88M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 2.40M | — | $62.84M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 1.99M | — | $52.28M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 1.95M | — | $51.09M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 1.95M | — | $51.09M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 1.95M | — | $51.09M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 1.95M | — | $51.09M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Corient Private Wealth LP | 1.67M | — | $43.89M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Corient Private Wealth LP | 1.67M | — | $43.89M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Corient Private Wealth LP | 1.67M | — | $43.89M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Corient Private Wealth LP | 1.67M | — | $43.89M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cwm, Llc | 1.65M | — | $43.25M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Truist Financial Corp | 1.58M | — | $41.34M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Truist Financial Corp | 1.58M | — | $41.34M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | UBS Group AG | 1.41M | — | $37.10M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | UBS Group AG | 1.41M | — | $37.10M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Raymond James Financial Inc | 1.27M | — | $33.41M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Raymond James Financial Inc | 1.27M | — | $33.41M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Raymond James Financial Inc | 1.27M | — | $33.41M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 1.27M | -48.0% | $33.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 1.27M | -48.0% | $33.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 1.27M | -48.0% | $33.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 1.27M | -48.0% | $33.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 1.27M | -48.0% | $33.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Goldman Sachs Group ✦ | 1.17M | +16.6% | $30.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Goldman Sachs Group ✦ | 1.17M | +16.6% | $30.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Goldman Sachs Group ✦ | 1.17M | +16.6% | $30.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 1.13M | +49.7% | $29.67M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 1.13M | +49.7% | $29.67M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 59 | Cerity Partners LLC | 1.12M | — | $29.39M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Cerity Partners LLC | 1.12M | — | $29.39M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Cerity Partners LLC | 1.12M | — | $29.39M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Fidelity (FMR) ✦ | 943.82K | -12.3% | $24.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Fidelity (FMR) ✦ | 943.82K | -12.3% | $24.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Alliancebernstein L.P. | 916.99K | — | $24.05M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Assetmark, Inc | 813.66K | — | $21.34M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Osaic Holdings, Inc. | 808.85K | — | $21.22M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Osaic Holdings, Inc. | 808.85K | — | $21.22M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Osaic Holdings, Inc. | 808.85K | — | $21.22M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Osaic Holdings, Inc. | 808.85K | — | $21.22M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Lido Advisors, LLC | 798.97K | — | $20.77M | 0.1% | n/c | 1 | SEC ↗ |
| 71 | Cetera Investment Advisers | 768.45K | — | $20.16M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Commonwealth Equity Services, Llc | 696.25K | — | $18.26M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Empower Advisory Group, LLC | 589.51K | — | $15.46M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Ameriprise Financial Inc | 570.72K | — | $14.97M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Ameriprise Financial Inc | 570.72K | — | $14.97M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Stifel Financial Corp | 552.05K | — | $14.48M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Stifel Financial Corp | 552.05K | — | $14.48M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Stifel Financial Corp | 552.05K | — | $14.48M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Northwestern Mutual Wealth… | 504.53K | — | $13.23M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Northern Trust Corp | 414.36K | — | $10.87M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Charles Schwab Investment… | 395.08K | — | $10.36M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Envestnet Asset Management Inc | 365.74K | — | $9.59M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Rockefeller Capital Management L.P. | 352.07K | — | $9.23M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Rockefeller Capital Management L.P. | 352.07K | — | $9.23M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Jane Street Group, Llc | 345.91K | — | $9.07M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | BlackRock ✦ (패시브) | 272.84K | +246.1% | $7.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | BlackRock ✦ (패시브) | 272.84K | +246.1% | $7.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | BlackRock ✦ (패시브) | 272.84K | +246.1% | $7.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Chevy Chase Trust Holdings, LLC | 241.22K | — | $6.33M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Financial Engines Advisors L.L.C. | 233.56K | — | $6.13M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Blair William & Co/Il | 205.51K | — | $5.39M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Tudor Investment Corp Et Al | 192.59K | — | $5.05M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Us Bancorp \De\ | 186.51K | — | $4.89M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Us Bancorp \De\ | 186.51K | — | $4.89M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Renaissance Technologies ✦ | 143.70K | +1351.5% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Pnc Financial Services Group, Inc. | 126.34K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Pnc Financial Services Group, Inc. | 126.34K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Bank Of Montreal /Can/ | 121.30K | — | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Bank Of Montreal /Can/ | 121.30K | — | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Bank Of Montreal /Can/ | 121.30K | — | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 이번 분기 신규 추적 매수자가 없습니다. |
청산됨
| 이번 분기 추적된 청산 종목이 없습니다. |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 1,300 보유 기관, 593.70M 주식, $12.27B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q4 2025 ·
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