证券记录 · 已归档季度

SCHG

Schwab U.S. Large-Cap Growth ETF · Financial Services · Asset Management

36.74 +0.9% 市值 $63.55B 报价延迟（FMP） · 截至 Oct 11 03:53 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

67被追踪持有人

0Δ持有人

422.58M持有股份

$13.78B报告持仓市值

+0新建仓位

−0清仓

Stable 确信度评分 55/100 6 被追踪股份持续上升的季度数 ●●●●●● 计算方式说明 → 在研究台查询相关说明 →

动量输入（同类管理人）：持有人广度 0.0% · 股份流向 -2.1% · 净新建仓位 0.0% — 公式

所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025

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	73	+1	511.64M	$17.29B	+4	−3
Q1 2026	73	+6	440.59M	$12.83B	+7	−1
Q4 2025	67	0	422.58M	$13.78B	—	—
Q3 2025	10	-1	29.36M	$936.90M	—	−1
Q2 2025	8	0	4.19M	$122.38M	+1	−1
Q1 2025	5	-1	3.77M	$94.45M	+1	−2
Q4 2024	6	0	3.49M	$97.20M	+2	−2
Q3 2024	6	+1	532.23K	$55.45M	+2	−1
Q2 2024	5	—	211.07K	$21.28M	—	—

持有人数量

持有人 · Q4 2025

#	管理人	股份	Δ股份	价值	其权重		持有
1	Envestnet Asset Management Inc	64.33M	—	$2.10B	0.6%	n/c	1	SEC ↗
2	Sei Investments Co	44.21M	—	$1.44B	1.4%	n/c	1	SEC ↗
3	Charles Schwab Investment…	37.74M	—	$1.23B	0.2%	n/c	1	SEC ↗
4	LPL Financial LLC	34.17M	—	$1.11B	0.3%	n/c	1	SEC ↗
5	Financial Engines Advisors L.L.C.	33.98M	—	$1.11B	2.1%	n/c	1	SEC ↗
6	Mariner, LLC	20.08M	—	$654.97M	0.8%	n/c	1	SEC ↗ ×3
7	Osaic Holdings, Inc.	18.28M	—	$596.41M	0.9%	n/c	1	SEC ↗ ×5
8	Ameriprise Financial Inc	17.61M	—	$574.03M	0.1%	n/c	1	SEC ↗ ×3
9	Cetera Investment Advisers	16.96M	—	$553.24M	0.6%	n/c	1	SEC ↗
10	Raymond James Financial Inc	14.89M	—	$485.74M	0.2%	n/c	1	SEC ↗ ×3
11	Mml Investors Services, Llc	11.73M	—	$382.52M	0.9%	n/c	1	SEC ↗
12	Northwestern Mutual Wealth…	10.57M	—	$344.86M	0.2%	n/c	1	SEC ↗
13	Morgan Stanley ✦	8.82M	-0.5%	$287.73M	0.0%	▼ Trim	2	SEC ↗ ×7
14	Bank Of America Corp /De/	8.55M	—	$278.79M	0.0%	n/c	1	SEC ↗ ×4
15	JPMorgan Chase ✦	8.44M	-49.7%	$275.44M	0.0%	▼ Trim	2	SEC ↗ ×7
16	HighTower Advisors, LLC	8.37M	—	$273.01M	0.3%	n/c	1	SEC ↗
17	Cwm, Llc	7.46M	—	$243.30M	0.7%	n/c	1	SEC ↗
18	Wells Fargo & Company/Mn	6.78M	—	$221.29M	0.0%	n/c	1	SEC ↗ ×3
19	Focus Partners Wealth	6.60M	—	$215.29M	0.2%	n/c	1	SEC ↗
20	Creative Planning	4.21M	—	$137.48M	0.1%	n/c	1	SEC ↗ ×3
21	Commonwealth Equity Services, Llc	3.86M	—	$125.93M	0.2%	n/c	1	SEC ↗
22	Truist Financial Corp	3.24M	—	$105.56M	0.1%	n/c	1	SEC ↗ ×2
23	Lido Advisors, LLC	3.17M	—	$102.13M	0.4%	n/c	1	SEC ↗
24	Wealth Enhancement Advisory…	3.11M	—	$102.12M	0.1%	n/c	1	SEC ↗
25	Cerity Partners LLC	3.07M	—	$99.99M	0.1%	n/c	1	SEC ↗ ×3
26	Assetmark, Inc	2.90M	—	$94.64M	0.2%	n/c	1	SEC ↗
27	Royal Bank Of Canada	2.83M	—	$92.37M	0.0%	n/c	1	SEC ↗ ×6
28	UBS Group AG	2.79M	—	$90.94M	0.0%	n/c	1	SEC ↗ ×4
29	Stifel Financial Corp	2.18M	—	$70.95M	0.1%	n/c	1	SEC ↗ ×3
30	Captrust Financial Advisors	1.47M	—	$47.91M	0.1%	n/c	1	SEC ↗
31	Mercer Global Advisors Inc /Adv	1.14M	—	$37.04M	0.1%	n/c	1	SEC ↗
32	Jones Financial Companies Lllp	1.09M	—	$35.65M	0.0%	n/c	1	SEC ↗ ×2
33	Goldman Sachs Group ✦	1.01M	+70.8%	$32.79M	0.0%	▲ Add	2	SEC ↗
34	Citigroup Inc	840.73K	—	$27.42M	0.0%	n/c	1	SEC ↗
35	AQR Capital Management ✦	631.52K	+74.9%	$20.60M	0.0%	▲ Add	7	SEC ↗ ×2
36	Corient Private Wealth LP	583.53K	—	$19.04M	0.0%	n/c	1	SEC ↗ ×2
37	Us Bancorp \De\	565.00K	—	$18.43M	0.0%	n/c	1	SEC ↗ ×4
38	National Bank Of Canada /Fi/	545.48K	—	$17.78M	0.0%	n/c	1	SEC ↗
39	Fidelity (FMR) ✦	518.22K	+9.7%	$16.90M	0.0%	▲ Add	3	SEC ↗
40	Bank of New York Mellon Corp	475.98K	—	$15.53M	0.0%	n/c	1	SEC ↗ ×5
41	Two Sigma Investments ✦	408.12K	-81.1%	$13.31M	0.0%	▼ Trim	7	SEC ↗
42	Quantinno Capital Management LP	379.26K	—	$12.37M	0.0%	n/c	1	SEC ↗
43	Rockefeller Capital Management L.P.	365.69K	—	$11.93M	0.0%	n/c	1	SEC ↗ ×2
44	BlackRock ✦ (被动)	202.02K	+142.6%	$6.59M	0.0%	▲ Add	3	SEC ↗ ×2
45	Northern Trust Corp	177.70K	—	$5.80M	0.0%	n/c	1	SEC ↗ ×2
46	Wealthfront Advisers LLC	158.28K	—	$5.16M	0.0%	n/c	1	SEC ↗
47	Baird Financial Group, Inc.	155.41K	—	$5.07M	0.0%	n/c	1	SEC ↗ ×2
48	Bank Of Montreal /Can/	151.38K	—	$4.94M	0.0%	n/c	1	SEC ↗ ×4
49	Blair William & Co/Il	147.46K	—	$4.81M	0.0%	n/c	1	SEC ↗
50	Pnc Financial Services Group, Inc.	117.52K	—	$3.83M	0.0%	n/c	1	SEC ↗ ×4
51	Russell Investments Group, Ltd.	109.05K	—	$3.56M	0.0%	n/c	1	SEC ↗
52	Tudor Investment Corp Et Al	80.81K	—	$2.64M	0.0%	n/c	1	SEC ↗
53	Jane Street Group, Llc	80.16K	—	$2.61M	0.0%	n/c	1	SEC ↗ ×2
54	Brown Advisory Inc	65.31K	—	$2.13M	0.0%	n/c	1	SEC ↗
55	Fisher Asset Management ✦	29.52K	+12.7%	$963,035	0.0%	▲ Add	7	SEC ↗
56	Group One Trading Llc	29.05K	—	$947,611	0.0%	n/c	1	SEC ↗
57	UBS AM, a distinct business unit of…	22.04K	—	$718,912	0.0%	n/c	1	SEC ↗
58	The Vanguard Group ✦ (被动)	21.90K	+76.6%	$714,341	0.0%	▲ Add	3	SEC ↗ ×2
59	IMC-Chicago, LLC	20.14K	—	$657,032	0.0%	n/c	1	SEC ↗
60	First Trust Advisors Lp	17.16K	—	$559,628	0.0%	n/c	1	SEC ↗
61	Gotham Asset Management ✦	16.00K	0.0%	$521,920	0.0%	Held	3	SEC ↗
62	Neuberger Berman Group LLC	9.57K	—	$312,173	0.0%	n/c	1	SEC ↗
63	Fifth Third Bancorp	8.86K	—	$288,883	0.0%	n/c	1	SEC ↗
64	Franklin Resources Inc	8.33K	—	$271,659	0.0%	n/c	1	SEC ↗ ×2
65	Susquehanna International Group, Llp	6.86K	—	$223,806	0.0%	n/c	1	SEC ↗
66	Qube Research & Technologies Ltd	4.59K	—	$149,791	0.0%	n/c	1	SEC ↗
67	Bnp Paribas Financial Markets	30	—	$979	0.0%	n/c	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

本季度无新增被追踪买入方。

已清仓

本季度无被追踪的退出仓位。

全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 1,596 持有人, 906.12M 股份, $25.59B 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。

GLW67共同持有人 INTC67共同持有人 CVX67共同持有人 F67共同持有人 GOOGL67共同持有人

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: Q4 2025 · 方法论 · 通过API获取此数据

☆ SCHG

新增买入方

已清仓

SCHG