证券记录 · 已归档季度
SCHM
Schwab U.S. Mid-Cap ETF · Financial Services · Asset Management
65被追踪持有人
+4Δ持有人
146.14M持有股份
$4.52B报告持仓市值
+7新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +6.6% ·
股份流向 -0.1% ·
净新建仓位 +6.2%
· 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 Q1 2026
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 | 3.44M | $118.54M | n/a | −1 |
| 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 | n/a | n/a |
| Q2 2025 | 5 | 0 | 504.82K | $14.16M | +1 | −1 |
| Q1 2025 | 3 | -2 | 368.86K | $9.66M | n/a | −2 |
| Q4 2024 | 5 | +2 | 387.19K | $10.73M | +3 | −1 |
| Q3 2024 | 3 | 0 | 110.53K | $9.18M | n/a | n/a |
| Q2 2024 | 3 | n/a | 106.31K | $8.27M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×2 |
| 3 | Northwestern Mutual Wealth… | 11.64M | +6.5% | $360.33M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 6.81M | -2.0% | $210.83M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cerity Partners LLC | 5.51M | +1.3% | $170.87M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Jones Financial Companies Lllp | 4.79M | +37.1% | $145.47M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Wealth Enhancement Advisory… | 3.42M | -40.5% | $107.32M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mariner, LLC | 2.73M | +23.7% | $84.45M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | UBS Group AG | 2.30M | +141.3% | $71.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | LPL Financial LLC | 1.93M | +0.4% | $59.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.82M | +0.3% | $56.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Morgan Stanley ✦ | 1.69M | -6.6% | $52.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | Envestnet Asset Management Inc | 1.41M | +104.7% | $43.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Captrust Financial Advisors | 1.40M | -0.6% | $43.44M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 1.29M | +9.5% | $39.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 1.24M | -15.0% | $38.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Charles Schwab Investment… | 1.18M | +61.5% | $36.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 869.67K | -1.4% | $26.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | Mercer Global Advisors Inc /Adv | 865.35K | -18.5% | $26.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 840.85K | -0.6% | $26.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 664.80K | +4.6% | $20.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Bnp Paribas Financial Markets | 600.03K | 新增 | $18.58M | 0.0% | New | 1 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 527.72K | +2.8% | $16.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | AQR Capital Management ✦ | 488.65K | +41.1% | $15.13M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 25 | JPMorgan Chase ✦ | 488.75K | -18.8% | $14.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 26 | Wells Fargo & Company/Mn | 469.63K | -8.6% | $14.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Rockefeller Capital Management L.P. | 394.72K | -2.9% | $12.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | UBS AM, a distinct business unit of… | 383.64K | +205.4% | $11.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 332.59K | -8.1% | $10.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Truist Financial Corp | 325.87K | +2.2% | $10.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Commonwealth Equity Services, Llc | 267.98K | -7.6% | $8.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 261.30K | -7.5% | $8.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Lido Advisors, LLC | 207.06K | -32.0% | $6.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Royal Bank Of Canada | 168.27K | +7.2% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 35 | Fidelity (FMR) ✦ | 166.76K | +18.0% | $5.16M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 36 | Cwm, Llc | 166.14K | -4.8% | $5.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Stifel Financial Corp | 126.81K | -0.7% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Us Bancorp \De\ | 109.43K | +150.2% | $3.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Franklin Resources Inc | 91.37K | -15.8% | $2.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Quantinno Capital Management LP | 69.54K | +39.3% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 64.83K | 0.0% | $2.01M | 0.0% | Held | 2 | SEC ↗ |
| 42 | Lazard Asset Management Llc | 43.16K | 0.0% | $1.34M | 0.0% | Held | 2 | SEC ↗ |
| 43 | Alliancebernstein L.P. | 44.34K | -0.1% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Blair William & Co/Il | 39.32K | +0.2% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Fifth Third Bancorp | 25.71K | +519.4% | $795,857 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Brown Advisory Inc | 22.59K | -0.5% | $699,530 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 21.75K | -30.2% | $673,249 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 48 | Renaissance Technologies ✦ | 19.50K | 新增 | $603,720 | 0.0% | New | 1 | SEC ↗ |
| 49 | Jane Street Group, Llc | 13.04K | 新增 | $403,718 | 0.0% | New | 1 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 13.00K | +14.4% | $402,573 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 51 | First Manhattan Co. Llc. | 12.41K | 新增 | $384,183 | 0.0% | New | 1 | SEC ↗ |
| 52 | CIBC Bancorp USA Inc. | 11.89K | n/a | $368,111 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | Northern Trust Corp | 11.16K | -24.6% | $345,514 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Neuberger Berman Group LLC | 9.75K | 新增 | $301,860 | 0.0% | New | 1 | SEC ↗ |
| 55 | Citadel Advisors ✦ | 9.08K | -11.9% | $281,055 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | Assetmark, Inc | 3.85K | -1.7% | $119,041 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 2.97K | -15.1% | $91,930 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Qube Research & Technologies Ltd | 2.24K | +2258.9% | $69,381 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Citigroup Inc | 1.76K | +21.4% | $54,552 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | National Bank Of Canada /Fi/ | 450 | 0.0% | $13,932 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Simplex Trading, Llc | 82 | 新增 | $2,538 | 0.0% | New | 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
| 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% |
| Simplex Trading, Llc | $2,538 | 0.0% |
已清仓
| Two Sigma Investments | $8.81M | 曾为 0.0% |
| Susquehanna International… | $1.36M | 曾为 0.0% |
| Tudor Investment Corp Et Al | $1.36M | 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
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: Q1 2026 ·
方法论 ·
通过API获取此数据