证券记录 · 已归档季度
SCHJ
名称等待档案录入
26被追踪持有人
0Δ持有人
2.20M持有股份
$54.69M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -2.4% · 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
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 | 401.04K | n/a | $9.99M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 386.17K | n/a | $9.62M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 331.35K | n/a | $8.26M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 277.44K | n/a | $6.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | HighTower Advisors, LLC | 186.09K | n/a | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 139.73K | n/a | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mariner, LLC | 81.00K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Creative Planning | 52.30K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 49.34K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 48.00K | -14.8% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Ameriprise Financial Inc | 46.01K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 42.07K | -48.5% | $1.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Cerity Partners LLC | 34.46K | n/a | $858,104 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 31.01K | n/a | $772,099 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Corient Private Wealth LP | 30.40K | n/a | $756,910 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Osaic Holdings, Inc. | 22.89K | n/a | $569,983 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Captrust Financial Advisors | 12.94K | n/a | $322,091 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 11.43K | n/a | $284,532 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 8.57K | n/a | $213,370 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1.48K | -77.7% | $36,927 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1.45K | n/a | $36,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Fidelity (FMR) ✦ | 361 | -14.9% | $8,993 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Franklin Resources Inc | 232 | n/a | $5,777 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 157 | n/a | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 111 | n/a | $2,764 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Assetmark, Inc | 44 | n/a | $1,096 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 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): 125 持有人, 9.08M 股份, $215.30M 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
持有该证券的受追踪机构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