증권 기록 · 과거 분기 (아카이브)
SCHM
Schwab U.S. Mid-Cap ETF · Financial Services · Asset Management
64추적 보유자
0Δ 보유자
144.77M보유 주식 수
$5.32B보고 가치
+5신규 편입 포지션
−5청산
모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 0.0% · 주식 흐름 -0.8% · 순 신규 포지션 0.0% — 산식
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 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 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 51.77M | -8.9% | $1.91B | 3.4% | ▼ Trim | 3 | SEC ↗ |
| 2 | Creative Planning | 29.02M | -1.4% | $1.07B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 3 | Creative Planning | 29.02M | -1.4% | $1.07B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 12.57M | +8.0% | $463.41M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 7.35M | +53.4% | $266.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 7.35M | +53.4% | $266.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 6.15M | -9.7% | $226.72M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cerity Partners LLC | 5.73M | +4.0% | $198.47M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 9 | Cerity Partners LLC | 5.73M | +4.0% | $198.47M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 10 | Cerity Partners LLC | 5.73M | +4.0% | $198.47M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 11 | Cerity Partners LLC | 5.73M | +4.0% | $198.47M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 3.32M | -3.0% | $118.74M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 13 | Mariner, LLC | 2.63M | -3.7% | $96.86M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mariner, LLC | 2.63M | -3.7% | $96.86M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 2.29M | -0.5% | $84.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 2.29M | -0.5% | $84.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 2.29M | -0.5% | $84.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | LPL Financial LLC | 2.02M | +4.7% | $74.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 1.86M | +1.9% | $68.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 1.86M | +1.9% | $68.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 1.86M | +1.9% | $68.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1.65M | -2.6% | $60.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.65M | -2.6% | $60.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.65M | -2.6% | $60.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1.65M | -2.6% | $60.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Charles Schwab Investment… | 1.64M | +38.2% | $60.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 1.55M | +9.9% | $57.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Captrust Financial Advisors | 1.42M | +1.3% | $52.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 1.42M | +10.4% | $52.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 1.27M | +1.9% | $46.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 1.27M | +1.9% | $46.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Focus Partners Wealth | 1.13M | +34.5% | $41.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 965.56K | +11.0% | $35.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Bank Of America Corp /De/ | 965.56K | +11.0% | $35.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 965.56K | +11.0% | $35.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | BlackRock ✦ (패시브) | 887.36K | +45.7% | $32.72M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 873.10K | +0.9% | $32.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Corient Private Wealth LP | 821.65K | -0.8% | $30.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 766.35K | +15.3% | $28.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 766.35K | +15.3% | $28.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 766.35K | +15.3% | $28.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 766.35K | +15.3% | $28.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Goldman Sachs Group ✦ | 529.63K | +0.4% | $19.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Goldman Sachs Group ✦ | 529.63K | +0.4% | $19.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 486.42K | -0.5% | $17.93M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 486.42K | -0.5% | $17.93M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 464.61K | -1.1% | $17.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Wells Fargo & Company/Mn | 464.61K | -1.1% | $17.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Two Sigma Investments ✦ | 460.10K | 신규 | $16.96M | 0.0% | New | 1 | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 446.61K | +13.2% | $16.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Rockefeller Capital Management L.P. | 446.61K | +13.2% | $16.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 416.00K | -14.9% | $15.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 416.00K | -14.9% | $15.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 416.00K | -14.9% | $15.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 416.00K | -14.9% | $15.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 416.00K | -14.9% | $15.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 416.00K | -14.9% | $15.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Mml Investors Services, Llc | 399.51K | +20.1% | $14.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Truist Financial Corp | 331.56K | +1.8% | $12.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Truist Financial Corp | 331.56K | +1.8% | $12.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Commonwealth Equity Services, Llc | 306.18K | +14.3% | $11.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Baird Financial Group, Inc. | 253.57K | -3.0% | $9.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Baird Financial Group, Inc. | 253.57K | -3.0% | $9.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Royal Bank Of Canada | 240.97K | +43.2% | $8.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Royal Bank Of Canada | 240.97K | +43.2% | $8.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Royal Bank Of Canada | 240.97K | +43.2% | $8.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Royal Bank Of Canada | 240.97K | +43.2% | $8.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Royal Bank Of Canada | 240.97K | +43.2% | $8.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Royal Bank Of Canada | 240.97K | +43.2% | $8.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Fidelity (FMR) ✦ | 185.47K | +11.2% | $6.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 71 | Fidelity (FMR) ✦ | 185.47K | +11.2% | $6.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 72 | Lido Advisors, LLC | 179.44K | -13.3% | $6.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Stifel Financial Corp | 131.36K | +3.6% | $4.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Stifel Financial Corp | 131.36K | +3.6% | $4.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Susquehanna International Group, Llp | 120.27K | 신규 | $4.43M | 0.0% | New | 1 | SEC ↗ |
| 76 | Susquehanna International Group, Llp | 120.27K | 신규 | $4.43M | 0.0% | New | 1 | SEC ↗ |
| 77 | Quantinno Capital Management LP | 114.98K | +65.3% | $4.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Us Bancorp \De\ | 105.58K | -3.5% | $3.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Us Bancorp \De\ | 105.58K | -3.5% | $3.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Franklin Resources Inc | 94.97K | +3.9% | $3.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | UBS AM, a distinct business unit of… | 91.31K | -76.2% | $3.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Pnc Financial Services Group, Inc. | 65.95K | +1.7% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Pnc Financial Services Group, Inc. | 65.95K | +1.7% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Blair William & Co/Il | 39.02K | -0.8% | $1.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Alliancebernstein L.P. | 44.47K | +0.3% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Fifth Third Bancorp | 29.64K | +15.3% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | CIBC Bancorp USA Inc. | 18.53K | +55.9% | $958,136 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | CIBC Bancorp USA Inc. | 18.53K | +55.9% | $958,136 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 22.15K | +1.8% | $816,562 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 22.15K | +1.8% | $816,562 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 22.15K | +1.8% | $816,562 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Brown Advisory Inc | 21.24K | -6.0% | $783,156 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | First Manhattan Co. Llc. | 13.18K | +6.2% | $485,799 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Bank Of Montreal /Can/ | 12.82K | -1.4% | $472,549 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Bank Of Montreal /Can/ | 12.82K | -1.4% | $472,549 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Bank Of Montreal /Can/ | 12.82K | -1.4% | $472,549 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Northern Trust Corp | 10.85K | -2.8% | $400,113 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Nuveen, LLC | 10.49K | 신규 | $386,808 | 0.0% | New | 1 | SEC ↗ |
| 99 | Neuberger Berman Group LLC | 9.75K | 0.0% | $359,483 | 0.0% | Held | 2 | SEC ↗ |
| 100 | Empower Advisory Group, LLC | 9.49K | +5.1% | $349,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Two Sigma Investments | $16.96M | 0.0% |
| Susquehanna International… | $4.43M | 0.0% |
| Susquehanna International… | $4.43M | 0.0% |
| Nuveen, LLC | $386,808 | 0.0% |
청산됨
| Bnp Paribas Financial Markets | $18.58M | 이었음 0.0% |
| Lazard Asset Management Llc | $1.34M | 이었음 0.0% |
| Renaissance Technologies | $603,720 | 이었음 0.0% |
| Jane Street Group, Llc | $403,718 | 이었음 0.0% |
| Qube Research & Technologies… | $69,381 | 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: Q2 2026 ·
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