证券记录 · 已归档季度
SCHM
Schwab U.S. Mid-Cap ETF · Financial Services · Asset Management
60被追踪持有人
0Δ持有人
146.30M持有股份
$4.41B报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -0.5% · 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 | 63 | 0 | 138.63M | $5.09B | +5 | −6 |
| Q1 2026 | 65 | +4 | 146.14M | $4.52B | +7 | −3 |
| Q4 2025 | 60 | 0 | 146.30M | $4.41B | +1 | −1 |
| Q3 2025 | 8 | 0 | 4.94M | $146.31M | — | — |
| Q2 2025 | 5 | 0 | 504.82K | $14.16M | +1 | −1 |
| Q1 2025 | 3 | -2 | 368.86K | $9.66M | — | −2 |
| Q4 2024 | 5 | +2 | 387.19K | $10.73M | +3 | −1 |
| Q3 2024 | 3 | 0 | 110.53K | $9.18M | — | — |
| Q2 2024 | 3 | — | 106.31K | $8.27M | — | — |
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. | 57.97M | — | $1.74B | 3.3% | n/c | 1 | SEC ↗ |
| 2 | Creative Planning | 30.44M | — | $915.22M | 0.7% | n/c | 1 | SEC ↗ ×3 |
| 3 | Northwestern Mutual Wealth… | 10.93M | — | $328.74M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 6.95M | — | $209.01M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 5.75M | — | $180.51M | 0.2% | n/c | 1 | SEC ↗ |
| 6 | Cerity Partners LLC | 5.44M | — | $163.52M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 7 | Jones Financial Companies Lllp | 3.49M | — | $105.12M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 8 | Mariner, LLC | 2.20M | — | $66.30M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 9 | LPL Financial LLC | 1.92M | — | $57.71M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.82M | — | $54.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Morgan Stanley ✦ | 1.81M | -30.3% | $54.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 12 | Corient Private Wealth LP | 1.74M | — | $52.32M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Ameriprise Financial Inc | 1.46M | — | $43.97M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Captrust Financial Advisors | 1.41M | — | $42.46M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 1.17M | — | $35.29M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 1.06M | — | $31.91M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 951.94K | — | $28.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Bank Of America Corp /De/ | 881.84K | — | $26.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Focus Partners Wealth | 845.56K | — | $25.42M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Charles Schwab Investment… | 733.65K | — | $22.06M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 690.87K | — | $20.77M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 635.80K | — | $19.12M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 23 | JPMorgan Chase ✦ | 602.02K | -46.5% | $18.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 24 | Wells Fargo & Company/Mn | 513.92K | — | $15.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Goldman Sachs Group ✦ | 513.13K | +0.2% | $15.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | BlackRock ✦ (被动) | 425.39K | +100.8% | $12.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 406.51K | — | $12.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Mml Investors Services, Llc | 361.88K | — | $10.88M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 346.20K | +6.5% | $10.41M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 30 | Truist Financial Corp | 318.87K | — | $9.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Lido Advisors, LLC | 304.74K | — | $9.08M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Two Sigma Investments ✦ | 293.00K | 新增 | $8.81M | 0.0% | New | 1 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 290.11K | — | $8.72M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 282.57K | — | $8.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Cwm, Llc | 174.41K | — | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Royal Bank Of Canada | 156.92K | — | $4.72M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 37 | Fidelity (FMR) ✦ | 141.34K | +9.8% | $4.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Stifel Financial Corp | 127.70K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | UBS AM, a distinct business unit of… | 125.60K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Franklin Resources Inc | 108.57K | — | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 64.83K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Quantinno Capital Management LP | 49.92K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 45.15K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Tudor Investment Corp Et Al | 45.14K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Alliancebernstein L.P. | 44.39K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Us Bancorp \De\ | 43.74K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | Lazard Asset Management Llc | 43.16K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Blair William & Co/Il | 39.26K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 31.18K | — | $937,436 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | Brown Advisory Inc | 22.70K | — | $682,541 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Northern Trust Corp | 14.79K | — | $444,856 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 11.37K | — | $341,851 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 53 | Citadel Advisors ✦ | 10.30K | -17.3% | $309,691 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Empower Advisory Group, LLC | 7.43K | — | $223,360 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Fifth Third Bancorp | 4.15K | — | $124,791 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Assetmark, Inc | 3.91K | — | $117,634 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 3.50K | — | $105,150 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Citigroup Inc | 1.45K | — | $43,662 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | National Bank Of Canada /Fi/ | 450 | — | $13,522 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Qube Research & Technologies Ltd | 95 | — | $2,857 | 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 | $8.81M | 0.0% |
已清仓
| Millennium Management | $586,279 | 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): 1,003 持有人, 276.25M 股份, $8.41B 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