证券记录 · 已归档季度
SCHK
Schwab 1000 Index ETF · Financial Services · Asset Management
44被追踪持有人
+1Δ持有人
52.86M持有股份
$1.73B报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +2.3% ·
股份流向 -0.4% ·
净新建仓位 +2.3%
· 公式
持有人分散化：持有人数增多，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 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 171.07K | $6.36M | n/a | n/a |
| Q2 2026 | 49 | 0 | 53.49M | $1.93B | +4 | −4 |
| Q1 2026 | 50 | +6 | 53.83M | $1.69B | +9 | −3 |
| Q4 2025 | 44 | +1 | 52.86M | $1.73B | +2 | −1 |
| Q3 2025 | 6 | -1 | 461.56K | $14.83M | +1 | −2 |
| Q2 2025 | 4 | +1 | 300.43K | $8.96M | +2 | −1 |
| Q1 2025 | 2 | -2 | 46.18K | $1.24M | +1 | −3 |
| Q4 2024 | 4 | +3 | 546.70K | $15.48M | +3 | n/a |
| Q3 2024 | 1 | 0 | 23.10K | $1.28M | n/a | n/a |
| Q2 2024 | 1 | n/a | 34.50K | $1.81M | n/a | n/a |
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. | 43.68M | n/a | $1.43B | 2.7% | n/c | 1 | SEC ↗ |
| 2 | Charles Schwab Investment… | 3.48M | n/a | $114.06M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Creative Planning | 3.13M | n/a | $102.80M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 4 | Focus Partners Wealth | 477.31K | n/a | $15.66M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mariner, LLC | 313.58K | n/a | $10.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 236.12K | n/a | $7.74M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 178.12K | n/a | $5.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Wealth Enhancement Advisory… | 146.26K | n/a | $4.88M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cerity Partners LLC | 118.31K | n/a | $3.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Us Bancorp \De\ | 108.95K | n/a | $3.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Lido Advisors, LLC | 108.65K | n/a | $3.49M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 85.63K | +5.7% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Fidelity (FMR) ✦ | 81.93K | 0.0% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Captrust Financial Advisors | 78.75K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 76.83K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 70.10K | n/a | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Renaissance Technologies ✦ | 50.80K | -54.5% | $1.67M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 18 | Raymond James Financial Inc | 45.33K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Northwestern Mutual Wealth… | 41.19K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 40.54K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Corient Private Wealth LP | 34.92K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Stifel Financial Corp | 33.32K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 30.27K | n/a | $992,921 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Brown Advisory Inc | 26.00K | n/a | $852,800 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 25.48K | n/a | $835,630 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 21.98K | n/a | $720,878 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Quantinno Capital Management LP | 19.85K | n/a | $651,109 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 15.83K | -53.2% | $519,132 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Millennium Management ✦ | 15.61K | 新增 | $511,942 | 0.0% | New | 1 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 14.91K | 新增 | $489,031 | 0.0% | New | 1 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 12.41K | n/a | $407,072 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 11.32K | n/a | $371,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | BlackRock ✦ (被动) | 9.82K | -33.7% | $322,260 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | UBS Group AG | 9.46K | n/a | $310,190 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 7.51K | n/a | $246,220 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Tudor Investment Corp Et Al | 6.74K | n/a | $220,908 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Blair William & Co/Il | 6.12K | n/a | $200,867 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 4.20K | n/a | $137,760 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 3.51K | n/a | $115,161 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 2.57K | n/a | $84,336 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 1.00K | n/a | $32,815 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 710 | n/a | $23,288 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Assetmark, Inc | 681 | n/a | $22,337 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Cwm, Llc | 427 | n/a | $14,000 | 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
| Millennium Management | $511,942 | 0.0% |
| AQR Capital Management | $489,031 | 0.0% |
已清仓
| Goldman Sachs Group | $4.44M | 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): 233 持有人, 72.95M 股份, $2.28B 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