증권 기록 · 과거 분기 (아카이브)
SCHB
Schwab U.S. Broad Market ETF · Financial Services · Asset Management
69추적 보유자
+1Δ 보유자
186.78M보유 주식 수
$4.68B보고 가치
+5신규 편입 포지션
−4청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +1.5% ·
주식 흐름 +30.0% ·
순 신규 포지션 +1.4%
· 산식
광범위한 누적: 더 많은 보유자에 걸친 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 2.67M | $77.13M | n/a | n/a |
| 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 | n/a | n/a |
| Q3 2025 | 10 | -1 | 8.65M | $222.33M | n/a | −1 |
| Q2 2025 | 8 | +2 | 1.88M | $44.78M | +2 | n/a |
| Q1 2025 | 3 | -1 | 305.60K | $6.58M | n/a | −1 |
| Q4 2024 | 4 | +2 | 777.21K | $17.64M | +3 | −1 |
| Q3 2024 | 2 | -1 | 91.67K | $6.10M | +1 | −2 |
| Q2 2024 | 3 | n/a | 100.74K | $6.33M | n/a | n/a |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (패시브) | 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 | n/a | $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 | 신규 | $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 | 신규 | $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 | 신규 | $371,900 | 0.0% | New | 1 | SEC ↗ |
| 65 | First Manhattan Co. Llc. | 10.86K | 신규 | $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 | 신규 | $22,761 | 0.0% | New | 1 | SEC ↗ |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| 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% |
청산됨
| Renaissance Technologies | $3.77M | 이었음 0.0% |
| Belvedere Trading LLC | $1.03M | 이었음 0.2% |
| Susquehanna International… | $246,457 | 이었음 0.0% |
| Simplex Trading, Llc | $51,305 | 이었음 0.0% |
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 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.
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: Q1 2026 ·
방법론 ·
API를 통해 조회