증권 기록 · 과거 분기 (아카이브)
SCHM
Schwab U.S. Mid-Cap ETF · Financial Services · Asset Management
65추적 보유자
+4Δ 보유자
146.14M보유 주식 수
$4.52B보고 가치
+7신규 편입 포지션
−3청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +6.6% ·
주식 흐름 -0.1% ·
순 신규 포지션 +6.2%
— 산식
소유권 분산 — 보유자 수 증가, 총 지분 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 64 | 0 | 144.77M | $5.32B | +5 | −5 |
| 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 | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 56.84M | -2.0% | $1.76B | 3.6% | ▼ Trim | 2 | SEC ↗ |
| 2 | Creative Planning | 29.43M | -3.3% | $911.22M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 3 | Creative Planning | 29.43M | -3.3% | $911.22M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 11.64M | +6.5% | $360.33M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 6.81M | -2.0% | $210.83M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cerity Partners LLC | 5.51M | +1.3% | $170.87M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 7 | Cerity Partners LLC | 5.51M | +1.3% | $170.87M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 8 | Cerity Partners LLC | 5.51M | +1.3% | $170.87M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 4.79M | +37.1% | $145.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 4.79M | +37.1% | $145.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 3.42M | -40.5% | $107.32M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mariner, LLC | 2.73M | +23.7% | $84.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Mariner, LLC | 2.73M | +23.7% | $84.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Mariner, LLC | 2.73M | +23.7% | $84.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 2.30M | +141.3% | $71.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 2.30M | +141.3% | $71.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 2.30M | +141.3% | $71.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | LPL Financial LLC | 1.93M | +0.4% | $59.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 1.82M | +0.3% | $56.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 1.82M | +0.3% | $56.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 1.82M | +0.3% | $56.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1.69M | -6.6% | $52.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.69M | -6.6% | $52.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.69M | -6.6% | $52.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 1.41M | +104.7% | $43.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Captrust Financial Advisors | 1.40M | -0.6% | $43.44M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cetera Investment Advisers | 1.29M | +9.5% | $39.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 1.24M | -15.0% | $38.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Charles Schwab Investment… | 1.18M | +61.5% | $36.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 869.67K | -1.4% | $26.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 869.67K | -1.4% | $26.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 869.67K | -1.4% | $26.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 865.35K | -18.5% | $26.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Focus Partners Wealth | 840.85K | -0.6% | $26.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Corient Private Wealth LP | 828.19K | -52.4% | $25.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 664.80K | +4.6% | $20.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 664.80K | +4.6% | $20.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 664.80K | +4.6% | $20.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | BlackRock ✦ (패시브) | 609.08K | +43.2% | $18.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 600.03K | 신규 | $18.58M | 0.0% | New | 1 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 527.72K | +2.8% | $16.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Goldman Sachs Group ✦ | 527.72K | +2.8% | $16.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 488.65K | +41.1% | $15.13M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 488.65K | +41.1% | $15.13M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 488.75K | -18.8% | $14.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 488.75K | -18.8% | $14.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 488.75K | -18.8% | $14.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 488.75K | -18.8% | $14.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 469.63K | -8.6% | $14.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Wells Fargo & Company/Mn | 469.63K | -8.6% | $14.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Rockefeller Capital Management L.P. | 394.72K | -2.9% | $12.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Rockefeller Capital Management L.P. | 394.72K | -2.9% | $12.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | UBS AM, a distinct business unit of… | 383.64K | +205.4% | $11.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Mml Investors Services, Llc | 332.59K | -8.1% | $10.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Truist Financial Corp | 325.87K | +2.2% | $10.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Truist Financial Corp | 325.87K | +2.2% | $10.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Commonwealth Equity Services, Llc | 267.98K | -7.6% | $8.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Baird Financial Group, Inc. | 261.30K | -7.5% | $8.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Baird Financial Group, Inc. | 261.30K | -7.5% | $8.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Lido Advisors, LLC | 207.06K | -32.0% | $6.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Royal Bank Of Canada | 168.27K | +7.2% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Royal Bank Of Canada | 168.27K | +7.2% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Royal Bank Of Canada | 168.27K | +7.2% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Royal Bank Of Canada | 168.27K | +7.2% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Royal Bank Of Canada | 168.27K | +7.2% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Royal Bank Of Canada | 168.27K | +7.2% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 166.76K | +18.0% | $5.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 68 | Fidelity (FMR) ✦ | 166.76K | +18.0% | $5.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 69 | Cwm, Llc | 166.14K | -4.8% | $5.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Stifel Financial Corp | 126.81K | -0.7% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Stifel Financial Corp | 126.81K | -0.7% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Us Bancorp \De\ | 109.43K | +150.2% | $3.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Us Bancorp \De\ | 109.43K | +150.2% | $3.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Franklin Resources Inc | 91.37K | -15.8% | $2.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Quantinno Capital Management LP | 69.54K | +39.3% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Pnc Financial Services Group, Inc. | 64.83K | 0.0% | $2.01M | 0.0% | Held | 2 | SEC ↗ |
| 77 | Lazard Asset Management Llc | 43.16K | 0.0% | $1.34M | 0.0% | Held | 2 | SEC ↗ |
| 78 | Alliancebernstein L.P. | 44.34K | -0.1% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Blair William & Co/Il | 39.32K | +0.2% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Fifth Third Bancorp | 25.71K | +519.4% | $795,857 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Brown Advisory Inc | 22.59K | -0.5% | $699,530 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 21.75K | -30.2% | $673,249 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 21.75K | -30.2% | $673,249 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 21.75K | -30.2% | $673,249 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Renaissance Technologies ✦ | 19.50K | 신규 | $603,720 | 0.0% | New | 1 | SEC ↗ |
| 86 | Jane Street Group, Llc | 13.04K | 신규 | $403,718 | 0.0% | New | 1 | SEC ↗ |
| 87 | Bank Of Montreal /Can/ | 13.00K | +14.4% | $402,573 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Bank Of Montreal /Can/ | 13.00K | +14.4% | $402,573 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Bank Of Montreal /Can/ | 13.00K | +14.4% | $402,573 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | First Manhattan Co. Llc. | 12.41K | 신규 | $384,183 | 0.0% | New | 1 | SEC ↗ |
| 91 | CIBC Bancorp USA Inc. | 11.89K | — | $368,111 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | CIBC Bancorp USA Inc. | 11.89K | — | $368,111 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Northern Trust Corp | 11.16K | -24.6% | $345,514 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Neuberger Berman Group LLC | 9.75K | 신규 | $301,860 | 0.0% | New | 1 | SEC ↗ |
| 95 | Citadel Advisors ✦ | 9.08K | -11.9% | $281,055 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 96 | Empower Advisory Group, LLC | 9.03K | +21.6% | $279,538 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Assetmark, Inc | 3.85K | -1.7% | $119,041 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Russell Investments Group, Ltd. | 2.97K | -15.1% | $91,930 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Qube Research & Technologies Ltd | 2.24K | +2258.9% | $69,381 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Citigroup Inc | 1.76K | +21.4% | $54,552 | 0.0% | ▲ Add | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Bnp Paribas Financial Markets | $18.58M | 0.0% |
| Renaissance Technologies | $603,720 | 0.0% |
| Jane Street Group, Llc | $403,718 | 0.0% |
| First Manhattan Co. Llc. | $384,183 | 0.0% |
| Neuberger Berman Group LLC | $301,860 | 0.0% |
청산됨
| Two Sigma Investments | $8.81M | 이었음 0.0% |
| Susquehanna International… | $1.36M | 이었음 0.0% |
| Tudor Investment Corp Et Al | $1.36M | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 1,003 보유 기관, 276.25M 주식, $8.41B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
방법론 ·
API를 통해 조회