证券记录 · 已归档季度
SCHR
Schwab Intermediate-Term U.S. Treasury ETF · Financial Services · Asset Management - Bonds
54被追踪持有人
+3Δ持有人
328.88M持有股份
$8.19B报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +5.9% ·
股份流向 +5.1% ·
净新建仓位 +5.6%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | +1 | 355.88M | $8.78B | +3 | −2 |
| Q1 2026 | 54 | +3 | 328.88M | $8.19B | +5 | −2 |
| Q4 2025 | 51 | 0 | 312.91M | $7.85B | +1 | −1 |
| Q3 2025 | 7 | 0 | 14.98M | $376.40M | — | — |
| Q2 2025 | 5 | -1 | 3.91M | $97.75M | — | −1 |
| Q1 2025 | 4 | +2 | 3.15M | $78.30M | +2 | — |
| Q4 2024 | 2 | 0 | 2.91M | $70.67M | +1 | −1 |
| Q3 2024 | 1 | 0 | 4.68K | $236,707 | +1 | −1 |
| Q2 2024 | 1 | — | 4.84K | $236,225 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 249.55M | +4.7% | $6.22B | 0.9% | ▲ Add | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 17.33M | +1.5% | $431.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Royal Bank Of Canada | 17.33M | +1.5% | $431.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 17.33M | +1.5% | $431.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 17.33M | +1.5% | $431.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 17.33M | +1.5% | $431.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 17.33M | +1.5% | $431.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 17.33M | +1.5% | $431.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 17.33M | +1.5% | $431.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 13.38M | -3.4% | $333.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 13.38M | -3.4% | $333.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 13.38M | -3.4% | $333.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 7.62M | +5.1% | $189.88M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 7.62M | +5.1% | $189.88M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 7.62M | +5.1% | $189.88M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 7.62M | +5.1% | $189.88M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 7.62M | +5.1% | $189.88M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 7.62M | +5.1% | $189.88M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 6.19M | +19.7% | $154.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 6.19M | +19.7% | $154.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 6.19M | +19.7% | $154.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 5.98M | +14.9% | $148.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 5.98M | +14.9% | $148.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 5.98M | +14.9% | $148.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 5.98M | +14.9% | $148.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 5.98M | +14.9% | $148.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 5.98M | +14.9% | $148.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 5.98M | +14.9% | $148.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 5.98M | +14.9% | $148.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 5.98M | +14.9% | $148.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 4.65M | +36.0% | $115.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | State Street Global Advisors ✦ (被动) | 2.90M | 0.0% | $72.24M | 0.0% | Held | 6 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 2.58M | -3.6% | $64.22M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 34 | LPL Financial LLC | 2.12M | +11.7% | $52.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Cerity Partners LLC | 1.93M | -21.9% | $48.04M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cerity Partners LLC | 1.93M | -21.9% | $48.04M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.81M | +3.6% | $45.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.81M | +3.6% | $45.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 1.81M | +3.6% | $45.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 1.45M | +6.6% | $36.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 1.43M | +24.3% | $35.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 1.43M | +24.3% | $35.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Cetera Investment Advisers | 1.15M | +25.7% | $28.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 924.45K | +28.8% | $22.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Jones Financial Companies Lllp | 924.45K | +28.8% | $22.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Creative Planning | 910.13K | -15.3% | $22.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | UBS Group AG | 648.37K | +55.2% | $16.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Franklin Resources Inc | 539.26K | +7.8% | $13.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Franklin Resources Inc | 539.26K | +7.8% | $13.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Commonwealth Equity Services, Llc | 535.25K | +41.1% | $13.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 521.72K | +5.3% | $13.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 521.72K | +5.3% | $13.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 521.72K | +5.3% | $13.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Tidal Investments LLC | 488.63K | 新增 | $12.17M | 0.0% | New | 1 | SEC ↗ |
| 55 | Raymond James Financial Inc | 422.10K | +10.3% | $10.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Raymond James Financial Inc | 422.10K | +10.3% | $10.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | BlackRock ✦ (被动) | 392.14K | -25.9% | $9.77M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Mml Investors Services, Llc | 377.31K | -31.8% | $9.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Mariner, LLC | 344.63K | +36.7% | $8.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Mariner, LLC | 344.63K | +36.7% | $8.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Mariner, LLC | 344.63K | +36.7% | $8.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Osaic Holdings, Inc. | 329.68K | +20.5% | $8.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Osaic Holdings, Inc. | 329.68K | +20.5% | $8.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Osaic Holdings, Inc. | 329.68K | +20.5% | $8.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Focus Partners Wealth | 301.83K | -2.5% | $7.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Captrust Financial Advisors | 245.47K | +34.3% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Susquehanna International Group, Llp | 154.58K | 新增 | $3.85M | 0.0% | New | 1 | SEC ↗ |
| 68 | Assetmark, Inc | 144.06K | -4.3% | $3.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Northwestern Mutual Wealth… | 137.05K | -9.1% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Cwm, Llc | 135.86K | -24.5% | $3.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Renaissance Technologies ✦ | 129.70K | +188.2% | $3.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 72 | Blair William & Co/Il | 128.98K | +5.0% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Grantham, Mayo, Van Otterloo & Co.… | 113.66K | +153.3% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Mercer Global Advisors Inc /Adv | 111.37K | +133.3% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Jane Street Group, Llc | 94.61K | 新增 | $2.36M | 0.0% | New | 1 | SEC ↗ |
| 76 | Fifth Third Bancorp | 92.16K | +6403.6% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | HighTower Advisors, LLC | 86.86K | -49.2% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | National Bank Of Canada /Fi/ | 86.63K | +4.3% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | National Bank Of Canada /Fi/ | 86.63K | +4.3% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | UBS AM, a distinct business unit of… | 85.61K | +451.5% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Financial Engines Advisors L.L.C. | 70.16K | -20.9% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Citadel Advisors ✦ | 62.45K | 新增 | $1.56M | 0.0% | New | 1 | SEC ↗ |
| 83 | Corient Private Wealth LP | 44.33K | -48.5% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Truist Financial Corp | 36.65K | +105.0% | $912,994 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Empower Advisory Group, LLC | 26.56K | +13.9% | $661,635 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Fidelity (FMR) ✦ | 24.45K | +26.9% | $609,100 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 87 | Us Bancorp \De\ | 16.76K | +110.1% | $417,467 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Us Bancorp \De\ | 16.76K | +110.1% | $417,467 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Pnc Financial Services Group, Inc. | 12.61K | +10.7% | $314,006 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Pnc Financial Services Group, Inc. | 12.61K | +10.7% | $314,006 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Quantinno Capital Management LP | 11.76K | +19.4% | $293,041 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Citigroup Inc | 11.29K | +21.6% | $281,321 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | AQR Capital Management ✦ | 9.16K | 新增 | $228,264 | 0.0% | New | 1 | SEC ↗ |
| 94 | Rockefeller Capital Management L.P. | 8.53K | -27.1% | $212,545 | 0.0% | ▼ Trim | 2 | 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
| Tidal Investments LLC | $12.17M | 0.0% |
| Susquehanna International… | $3.85M | 0.0% |
| Jane Street Group, Llc | $2.36M | 0.0% |
| Citadel Advisors | $1.56M | 0.0% |
| AQR Capital Management | $228,264 | 0.0% |
已清仓
| Bnp Paribas Financial Markets | $4.26M | 曾为 0.0% |
| Goldman Sachs Group | $586,471 | 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): 503 持有人, 411.08M 股份, $10.15B 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: Q1 2026 ·
方法论 ·
通过API获取此数据