证券记录
SCHD
Schwab U.S. Dividend Equity ETF · Financial Services · Asset Management - Income
84被追踪持有人
+5Δ持有人
374.72M持有股份
$11.90B报告持仓市值
+7新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +6.3% ·
股份流向 -4.0% ·
净新建仓位 +6.0%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 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 | 84 | +5 | 374.72M | $11.90B | +7 | −2 |
| Q1 2026 | 80 | +5 | 394.19M | $11.79B | +7 | −2 |
| Q4 2025 | 75 | -4 | 386.40M | $10.59B | — | −4 |
| Q3 2025 | 15 | +6 | 40.19M | $1.10B | +6 | — |
| Q2 2025 | 6 | -2 | 881.04K | $23.35M | — | −2 |
| Q1 2025 | 5 | +1 | 1.53M | $42.64M | +2 | −1 |
| Q4 2024 | 4 | -2 | 255.36K | $6.98M | — | −2 |
| Q3 2024 | 6 | +1 | 1.29M | $109.29M | +2 | −1 |
| Q2 2024 | 5 | — | 197.95K | $15.39M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rakuten Investment Management, Inc. | 47.14M | -43.3% | $1.51B | 4.3% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 35.96M | +16.5% | $1.14B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 35.96M | +16.5% | $1.14B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 35.96M | +16.5% | $1.14B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 33.50M | +8.5% | $1.06B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 27.88M | +5.9% | $884.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 27.88M | +5.9% | $884.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 27.88M | +5.9% | $884.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 27.88M | +5.9% | $884.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 27.88M | +5.9% | $884.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 27.88M | +5.9% | $884.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 27.88M | +5.9% | $884.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Cetera Investment Advisers | 25.49M | +5.4% | $808.20M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 18.07M | +5.2% | $572.90M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 18.07M | +5.2% | $572.90M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 18.07M | +5.2% | $572.90M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 17.67M | +2.0% | $560.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 14.27M | -2.5% | $452.57M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 14.27M | -2.5% | $452.57M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 14.27M | -2.5% | $452.57M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 13.40M | -2.5% | $424.87M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wealthfront Advisers LLC | 12.62M | -1.5% | $400.16M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 11.01M | +27.2% | $349.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 11.01M | +27.2% | $349.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 11.01M | +27.2% | $349.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 11.01M | +27.2% | $349.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 11.01M | +27.2% | $349.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 11.01M | +27.2% | $349.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 11.01M | +27.2% | $349.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 10.87M | +13.8% | $344.70M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 10.87M | +13.8% | $344.70M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 10.87M | +13.8% | $344.70M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 10.87M | +13.8% | $344.70M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 10.87M | +13.8% | $344.70M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 10.19M | +9.6% | $323.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 10.19M | +9.6% | $323.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 10.19M | +9.6% | $323.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 10.19M | +9.6% | $323.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 39 | Commonwealth Equity Services, Llc | 9.61M | +1.7% | $304.64M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 40 | Ameriprise Financial Inc | 8.19M | +3.7% | $259.68M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 8.19M | +3.7% | $259.68M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 8.19M | +3.7% | $259.68M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 43 | Ameriprise Financial Inc | 8.19M | +3.7% | $259.68M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 44 | Mariner, LLC | 6.97M | -8.3% | $221.14M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 45 | Mariner, LLC | 6.97M | -8.3% | $221.14M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 46 | Mariner, LLC | 6.97M | -8.3% | $221.14M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 47 | Mml Investors Services, Llc | 6.75M | +25.7% | $214.04M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 48 | Cibc World Market Inc. | 6.23M | +1.2% | $197.66M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 49 | HighTower Advisors, LLC | 5.23M | +1.8% | $165.73M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 50 | Jones Financial Companies Lllp | 4.93M | +28.0% | $158.29M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 51 | Jones Financial Companies Lllp | 4.93M | +28.0% | $158.29M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 52 | Wealth Enhancement Advisory… | 4.81M | -3.5% | $154.77M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 53 | Creative Planning | 4.74M | +7.7% | $150.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 54 | Creative Planning | 4.74M | +7.7% | $150.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 3.89M | -9.8% | $124.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 3.89M | -9.8% | $124.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 3.89M | -9.8% | $124.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 3.89M | -9.8% | $124.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 3.89M | -9.8% | $124.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 3.89M | -9.8% | $124.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 3.89M | -9.8% | $124.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 3.89M | -9.8% | $124.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 63 | Truist Financial Corp | 3.26M | +2.6% | $103.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 64 | Truist Financial Corp | 3.26M | +2.6% | $103.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 65 | Mercer Global Advisors Inc /Adv | 2.84M | +23.4% | $89.92M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 66 | Fifth Third Bancorp | 2.76M | +0.8% | $87.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 67 | Cerity Partners LLC | 2.52M | +0.8% | $79.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 68 | Cerity Partners LLC | 2.52M | +0.8% | $79.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 69 | Cerity Partners LLC | 2.52M | +0.8% | $79.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 70 | Stifel Financial Corp | 2.32M | +0.8% | $73.71M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 71 | Stifel Financial Corp | 2.32M | +0.8% | $73.71M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 72 | Stifel Financial Corp | 2.32M | +0.8% | $73.71M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 73 | Baird Financial Group, Inc. | 2.08M | +3.0% | $65.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 74 | Baird Financial Group, Inc. | 2.08M | +3.0% | $65.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 75 | Mirae Asset Global Investments Co.… | 2.08M | +27.2% | $65.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 76 | Focus Partners Wealth | 1.84M | +12.1% | $58.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 77 | Captrust Financial Advisors | 1.69M | +1.1% | $53.53M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 78 | Qube Research & Technologies Ltd | 1.19M | +2752.1% | $37.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Blair William & Co/Il | 1.11M | +1.2% | $35.15M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 80 | Bank of New York Mellon Corp | 1.10M | +13.7% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 1.10M | +13.7% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 1.10M | +13.7% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 1.10M | +13.7% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Goldman Sachs Group ✦ | 1.06M | +55.3% | $33.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 85 | Goldman Sachs Group ✦ | 1.06M | +55.3% | $33.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 86 | Fidelity (FMR) ✦ | 877.33K | +14.8% | $27.82M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 87 | Fidelity (FMR) ✦ | 877.33K | +14.8% | $27.82M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 88 | Fidelity (FMR) ✦ | 877.33K | +14.8% | $27.82M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 89 | Corient Private Wealth LP | 867.02K | -1.8% | $27.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Citigroup Inc | 655.78K | +64.4% | $20.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Rockefeller Capital Management L.P. | 645.55K | +4.0% | $20.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Rockefeller Capital Management L.P. | 645.55K | +4.0% | $20.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Rockefeller Capital Management L.P. | 645.55K | +4.0% | $20.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Rockefeller Capital Management L.P. | 645.55K | +4.0% | $20.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | AQR Capital Management ✦ | 641.16K | -0.1% | $20.33M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 96 | AQR Capital Management ✦ | 641.16K | -0.1% | $20.33M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 97 | AQR Capital Management ✦ | 641.16K | -0.1% | $20.33M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 98 | Lido Advisors, LLC | 633.86K | -1.4% | $20.10M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 99 | Sumitomo Mitsui Trust Group, Inc. | 595.95K | +23.6% | $18.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Jane Street Group, Llc | 595.93K | +138.4% | $18.90M | 0.0% | ▲ Add | 2 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Citadel Advisors | $25.67M | 曾为 0.0% |
| D. E. Shaw & Co. | $19.62M | 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): 2,027 持有人, 813.58M 股份, $24.12B 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: Q2 2026 ·
方法论 ·
通过API获取此数据