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证券记录 · 已归档季度

SCHH

Schwab U.S. REIT ETF · Financial Services · Asset Management

24.21 +0.1% 市值 $11.10B 报价延迟(FMP) · 截至 Aug 25 22:08 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
63被追踪持有人
+1Δ持有人
174.17M持有股份
$3.64B报告持仓市值
+1新建仓位
−0清仓
Rising 确信度评分 56/100 5 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 +1.6% · 股份流向 +5.0% · 净新建仓位 +1.6%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 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 65 -1 219.54M $5.20B +3 −4
Q1 2026 67 +4 184.92M $3.97B +5 −1
Q4 2025 63 +1 174.17M $3.64B +1
Q3 2025 9 +1 29.84M $643.67M +1
Q2 2025 5 +1 27.75M $587.20M +1
Q1 2025 1 -1 239.00K $5.14M +1 −2
Q4 2024 2 0 92.41K $1.95M +1 −1
Q3 2024 2 -1 69.97K $1.62M +1 −2
Q2 2024 3 212.25K $4.24M
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 Financial Engines Advisors L.L.C. 60.04M $1.25B 2.4% n/c 1 SEC ↗
2 Us Bancorp \De\ 32.75M $684.18M 0.8% n/c 1 SEC ↗
3 Us Bancorp \De\ 32.75M $684.18M 0.8% n/c 1 SEC ↗
4 Us Bancorp \De\ 32.75M $684.18M 0.8% n/c 1 SEC ↗
5 Us Bancorp \De\ 32.75M $684.18M 0.8% n/c 1 SEC ↗
6 Fidelity (FMR) 24.33M -12.9% $508.28M 0.0% ▼ Trim 3 SEC ↗
7 Creative Planning 21.11M $440.89M 0.3% n/c 1 SEC ↗
8 Creative Planning 21.11M $440.89M 0.3% n/c 1 SEC ↗
9 Two Sigma Investments 11.68M 新增 $244.03M 0.4% New 1 SEC ↗
10 Northwestern Mutual Wealth… 7.65M $159.73M 0.1% n/c 1 SEC ↗
11 Cerity Partners LLC 2.66M $55.48M 0.1% n/c 1 SEC ↗
12 Cerity Partners LLC 2.66M $55.48M 0.1% n/c 1 SEC ↗
13 Cerity Partners LLC 2.66M $55.48M 0.1% n/c 1 SEC ↗
14 Ameriprise Financial Inc 2.00M $41.71M 0.0% n/c 1 SEC ↗
15 Ameriprise Financial Inc 2.00M $41.71M 0.0% n/c 1 SEC ↗
16 Ameriprise Financial Inc 2.00M $41.71M 0.0% n/c 1 SEC ↗
17 BlackRock (被动) 1.31M +24.2% $27.37M 0.0% ▲ Add 3 SEC ↗
18 BlackRock (被动) 1.31M +24.2% $27.37M 0.0% ▲ Add 3 SEC ↗
19 BlackRock (被动) 1.31M +24.2% $27.37M 0.0% ▲ Add 3 SEC ↗
20 Envestnet Asset Management Inc 1.16M $24.32M 0.0% n/c 1 SEC ↗
21 Pnc Financial Services Group, Inc. 802.75K $16.77M 0.0% n/c 1 SEC ↗
22 Pnc Financial Services Group, Inc. 802.75K $16.77M 0.0% n/c 1 SEC ↗
23 Pnc Financial Services Group, Inc. 802.75K $16.77M 0.0% n/c 1 SEC ↗
24 Pnc Financial Services Group, Inc. 802.75K $16.77M 0.0% n/c 1 SEC ↗
25 Pnc Financial Services Group, Inc. 802.75K $16.77M 0.0% n/c 1 SEC ↗
26 UBS Group AG 538.40K $11.25M 0.0% n/c 1 SEC ↗
27 UBS Group AG 538.40K $11.25M 0.0% n/c 1 SEC ↗
28 UBS Group AG 538.40K $11.25M 0.0% n/c 1 SEC ↗
29 Mariner, LLC 411.65K $8.60M 0.0% n/c 1 SEC ↗
30 Mariner, LLC 411.65K $8.60M 0.0% n/c 1 SEC ↗
31 Bnp Paribas Financial Markets 410.15K $8.57M 0.0% n/c 1 SEC ↗
32 Wells Fargo & Company/Mn 409.07K $8.55M 0.0% n/c 1 SEC ↗
33 Wells Fargo & Company/Mn 409.07K $8.55M 0.0% n/c 1 SEC ↗
34 Wells Fargo & Company/Mn 409.07K $8.55M 0.0% n/c 1 SEC ↗
35 Morgan Stanley 400.68K -6.0% $8.37M 0.0% ▼ Trim 2 SEC ↗
36 Morgan Stanley 400.68K -6.0% $8.37M 0.0% ▼ Trim 2 SEC ↗
37 Morgan Stanley 400.68K -6.0% $8.37M 0.0% ▼ Trim 2 SEC ↗
38 Morgan Stanley 400.68K -6.0% $8.37M 0.0% ▼ Trim 2 SEC ↗
39 Focus Partners Wealth 364.96K $7.63M 0.0% n/c 1 SEC ↗
40 Rockefeller Capital Management L.P. 353.94K $7.39M 0.0% n/c 1 SEC ↗
41 Rockefeller Capital Management L.P. 353.94K $7.39M 0.0% n/c 1 SEC ↗
42 LPL Financial LLC 347.75K $7.26M 0.0% n/c 1 SEC ↗
43 National Bank Of Canada /Fi/ 340.94K $7.12M 0.0% n/c 1 SEC ↗
44 Wealthfront Advisers LLC 339.33K $7.09M 0.0% n/c 1 SEC ↗
45 Neuberger Berman Group LLC 332.79K $6.95M 0.0% n/c 1 SEC ↗
46 Cetera Investment Advisers 324.76K $6.78M 0.0% n/c 1 SEC ↗
47 Jones Financial Companies Lllp 321.55K $6.72M 0.0% n/c 1 SEC ↗
48 Jones Financial Companies Lllp 321.55K $6.72M 0.0% n/c 1 SEC ↗
49 Bank Of America Corp /De/ 318.56K $6.65M 0.0% n/c 1 SEC ↗
50 Bank Of America Corp /De/ 318.56K $6.65M 0.0% n/c 1 SEC ↗
51 Bank Of America Corp /De/ 318.56K $6.65M 0.0% n/c 1 SEC ↗
52 Bank Of America Corp /De/ 318.56K $6.65M 0.0% n/c 1 SEC ↗
53 Wealth Enhancement Advisory… 305.78K $6.43M 0.0% n/c 1 SEC ↗
54 UBS AM, a distinct business unit of… 281.39K $5.88M 0.0% n/c 1 SEC ↗
55 UBS AM, a distinct business unit of… 281.39K $5.88M 0.0% n/c 1 SEC ↗
56 Osaic Holdings, Inc. 277.38K $5.79M 0.0% n/c 1 SEC ↗
57 Osaic Holdings, Inc. 277.38K $5.79M 0.0% n/c 1 SEC ↗
58 Osaic Holdings, Inc. 277.38K $5.79M 0.0% n/c 1 SEC ↗
59 Osaic Holdings, Inc. 277.38K $5.79M 0.0% n/c 1 SEC ↗
60 Baird Financial Group, Inc. 215.08K $4.49M 0.0% n/c 1 SEC ↗
61 Susquehanna International Group, Llp 208.39K $4.35M 0.0% n/c 1 SEC ↗
62 Susquehanna International Group, Llp 208.39K $4.35M 0.0% n/c 1 SEC ↗
63 D. E. Shaw & Co. 204.66K +253.2% $4.28M 0.0% ▲ Add 4 SEC ↗
64 Invesco Ltd. 200.29K $4.18M 0.0% n/c 1 SEC ↗
65 Invesco Ltd. 200.29K $4.18M 0.0% n/c 1 SEC ↗
66 HighTower Advisors, LLC 187.94K $3.93M 0.0% n/c 1 SEC ↗
67 Assetmark, Inc 186.71K $3.90M 0.0% n/c 1 SEC ↗
68 Raymond James Financial Inc 148.66K $3.11M 0.0% n/c 1 SEC ↗
69 Raymond James Financial Inc 148.66K $3.11M 0.0% n/c 1 SEC ↗
70 Mercer Global Advisors Inc /Adv 122.19K $2.55M 0.0% n/c 1 SEC ↗
71 Gotham Asset Management 116.01K 0.0% $2.42M 0.0% Held 2 SEC ↗
72 Corient Private Wealth LP 105.93K $2.22M 0.0% n/c 1 SEC ↗
73 Corient Private Wealth LP 105.93K $2.22M 0.0% n/c 1 SEC ↗
74 Corient Private Wealth LP 105.93K $2.22M 0.0% n/c 1 SEC ↗
75 Royal Bank Of Canada 98.85K $2.06M 0.0% n/c 1 SEC ↗
76 Royal Bank Of Canada 98.85K $2.06M 0.0% n/c 1 SEC ↗
77 Royal Bank Of Canada 98.85K $2.06M 0.0% n/c 1 SEC ↗
78 Royal Bank Of Canada 98.85K $2.06M 0.0% n/c 1 SEC ↗
79 Royal Bank Of Canada 98.85K $2.06M 0.0% n/c 1 SEC ↗
80 Empower Advisory Group, LLC 88.94K $1.86M 0.0% n/c 1 SEC ↗
81 Lido Advisors, LLC 83.16K $1.79M 0.0% n/c 1 SEC ↗
82 JPMorgan Chase 70.45K -60.9% $1.47M 0.0% ▼ Trim 2 SEC ↗
83 JPMorgan Chase 70.45K -60.9% $1.47M 0.0% ▼ Trim 2 SEC ↗
84 JPMorgan Chase 70.45K -60.9% $1.47M 0.0% ▼ Trim 2 SEC ↗
85 JPMorgan Chase 70.45K -60.9% $1.47M 0.0% ▼ Trim 2 SEC ↗
86 Truist Financial Corp 58.07K $1.21M 0.0% n/c 1 SEC ↗
87 Truist Financial Corp 58.07K $1.21M 0.0% n/c 1 SEC ↗
88 Truist Financial Corp 58.07K $1.21M 0.0% n/c 1 SEC ↗
89 Commonwealth Equity Services, Llc 55.36K $1.16M 0.0% n/c 1 SEC ↗
90 Mml Investors Services, Llc 53.70K $1.12M 0.0% n/c 1 SEC ↗
91 Stifel Financial Corp 42.74K $892,865 0.0% n/c 1 SEC ↗
92 Stifel Financial Corp 42.74K $892,865 0.0% n/c 1 SEC ↗
93 Stifel Financial Corp 42.74K $892,865 0.0% n/c 1 SEC ↗
94 Citigroup Inc 42.28K $883,334 0.0% n/c 1 SEC ↗
95 Russell Investments Group, Ltd. 40.86K $853,482 0.0% n/c 1 SEC ↗
96 Captrust Financial Advisors 37.29K $779,062 0.0% n/c 1 SEC ↗
97 Bank of New York Mellon Corp 36.45K $761,370 0.0% n/c 1 SEC ↗
98 Bank of New York Mellon Corp 36.45K $761,370 0.0% n/c 1 SEC ↗
99 Bank of New York Mellon Corp 36.45K $761,370 0.0% n/c 1 SEC ↗
100 Bank of New York Mellon Corp 36.45K $761,370 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

Two Sigma Investments $244.03M 0.4%

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): 561 持有人, 231.15M 股份, $4.90B 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: Q4 2025 · 方法论 · 通过API获取此数据