证券记录 · 已归档季度
SCHB
Schwab U.S. Broad Market ETF · Financial Services · Asset Management
69被追踪持有人
+1Δ持有人
186.78M持有股份
$4.68B报告持仓市值
+5新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +1.5% ·
股份流向 +30.0% ·
净新建仓位 +1.4%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 69 | +2 | 176.45M | $5.10B | +3 | −2 |
| 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 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 52.56M | -1.9% | $1.32B | 2.9% | ▼ Trim | 2 | SEC ↗ |
| 2 | UBS Group AG | 48.51M | +3330.4% | $1.22B | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | UBS AM, a distinct business unit of… | 11.84M | +300.7% | $297.11M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 8.97M | +3.9% | $225.08M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 5 | Mariner, LLC | 5.00M | +12.2% | $125.24M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Captrust Financial Advisors | 4.05M | -4.5% | $101.59M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 3.37M | +4.8% | $84.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Creative Planning | 3.20M | -16.0% | $80.25M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 3.19M | -0.6% | $80.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 10 | LPL Financial LLC | 2.91M | +2.0% | $72.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 2.88M | +5.0% | $72.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Quantinno Capital Management LP | 2.78M | +39.6% | $69.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Brown Advisory Inc | 2.71M | -0.6% | $68.05M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Focus Partners Wealth | 2.65M | +1.1% | $66.64M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 2.64M | +10.2% | $64.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 2.53M | -5.1% | $63.54M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 2.32M | -16.4% | $56.76M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 2.06M | +5.9% | $51.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 19 | Cwm, Llc | 1.69M | +2.7% | $42.50M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 1.64M | +4.0% | $41.15M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Goldman Sachs Group ✦ | 1.38M | +18.2% | $34.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | Cerity Partners LLC | 1.30M | +16.2% | $32.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | JPMorgan Chase ✦ | 1.20M | -5.7% | $29.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 24 | Raymond James Financial Inc | 1.10M | -13.3% | $27.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | AQR Capital Management ✦ | 1.07M | -5.0% | $26.98M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 26 | Fidelity (FMR) ✦ | 1.07M | +13.1% | $26.79M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 27 | Alliancebernstein L.P. | 954.23K | +4.1% | $25.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 867.74K | +137.3% | $21.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Corient Private Wealth LP | 870.82K | -48.0% | $21.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Lido Advisors, LLC | 846.39K | +5.9% | $21.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 845.19K | +4.5% | $21.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Assetmark, Inc | 791.49K | -2.7% | $19.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 678.94K | -2.5% | $17.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 570.33K | -0.1% | $14.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Stifel Financial Corp | 555.91K | +0.7% | $13.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Northwestern Mutual Wealth… | 492.28K | -2.4% | $12.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Empower Advisory Group, LLC | 450.98K | -23.5% | $11.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Charles Schwab Investment… | 428.45K | +8.4% | $10.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Northern Trust Corp | 365.38K | -11.8% | $9.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Cetera Investment Advisers | 365.02K | -52.5% | $9.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Jane Street Group, Llc | 345.92K | 0.0% | $8.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | Rockefeller Capital Management L.P. | 343.30K | -2.5% | $8.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | BlackRock ✦ (被动) | 317.22K | +16.3% | $7.96M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 44 | Chevy Chase Trust Holdings, LLC | 238.66K | -1.1% | $5.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Financial Engines Advisors L.L.C. | 235.38K | +0.8% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Blair William & Co/Il | 200.54K | -2.4% | $5.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Us Bancorp \De\ | 179.62K | -3.7% | $4.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 48 | Tudor Investment Corp Et Al | 178.49K | -7.3% | $4.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 162.26K | +28.4% | $4.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | CIBC Bancorp USA Inc. | 138.45K | — | $3.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Bank Of Montreal /Can/ | 121.92K | +0.5% | $3.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 52 | Baird Financial Group, Inc. | 83.16K | -0.6% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 53 | Bank of New York Mellon Corp | 80.04K | -4.8% | $2.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 54 | Fisher Asset Management ✦ | 73.86K | +518.1% | $1.85M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 55 | Hrt Financial Lp | 59.14K | 新增 | $1.48M | 0.0% | New | 1 | SEC ↗ |
| 56 | Fifth Third Bancorp | 58.74K | +45.6% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Mml Investors Services, Llc | 47.57K | -32.8% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Citigroup Inc | 37.60K | +43.8% | $943,860 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Franklin Resources Inc | 34.95K | -3.1% | $877,195 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 60 | Tidal Investments LLC | 30.59K | +16.8% | $767,759 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | IMC-Chicago, LLC | 17.92K | 新增 | $449,767 | 0.0% | New | 1 | SEC ↗ |
| 62 | Two Sigma Investments ✦ | 17.70K | 0.0% | $444,270 | 0.0% | Held | 6 | SEC ↗ |
| 63 | Neuberger Berman Group LLC | 15.81K | -1.4% | $396,901 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Sei Investments Co | 14.82K | 新增 | $371,900 | 0.0% | New | 1 | SEC ↗ |
| 65 | First Manhattan Co. Llc. | 10.86K | 新增 | $272,486 | 0.0% | New | 1 | SEC ↗ |
| 66 | Russell Investments Group, Ltd. | 9.45K | -31.6% | $237,070 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Qube Research & Technologies Ltd | 7.92K | -70.6% | $198,892 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Kayne Anderson Rudnick Investment… | 1.47K | 0.0% | $37,015 | 0.0% | Held | 2 | SEC ↗ |
| 69 | TD Waterhouse Canada Inc. | 900 | 新增 | $22,761 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Hrt Financial Lp | $1.48M | 0.0% |
| IMC-Chicago, LLC | $449,767 | 0.0% |
| Sei Investments Co | $371,900 | 0.0% |
| First Manhattan Co. Llc. | $272,486 | 0.0% |
| TD Waterhouse Canada Inc. | $22,761 | 0.0% |
已清仓
| Renaissance Technologies | $3.77M | 曾为 0.0% |
| Belvedere Trading LLC | $1.03M | 曾为 0.2% |
| Susquehanna International… | $246,457 | 曾为 0.0% |
| Simplex Trading, Llc | $51,305 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 1,300 持有人, 593.70M 股份, $12.27B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据