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证券记录 · 已归档季度

SCHX

Schwab U.S. Large-Cap ETF · Financial Services · Asset Management

29.88 -0.5% 市值 $73.51B 报价延迟(FMP) · 截至 Oct 23 22:08 UTC · 与下方申报数据相互独立

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
70被追踪持有人
-1Δ持有人
536.13M持有股份
$14.44B报告持仓市值
+1新建仓位
−2清仓
Stable 确信度评分 53/100 3 被追踪股份持续上升的季度数 ●●●○○○ 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 -1.4% · 股份流向 0.0% · 净新建仓位 -1.4% · 公式
集中增持:持股数量上升,持有人数量减少

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
Q3 2026 2 0 11.38M $346.83M n/a −1
Q2 2026 69 +1 498.43M $14.67B +4 −4
Q1 2026 71 +1 490.96M $12.58B +2 −1
Q4 2025 70 -1 536.13M $14.44B +1 −2
Q3 2025 11 0 16.35M $430.78M +1 −1
Q2 2025 8 0 2.78M $67.94M +1 −1
Q1 2025 5 0 932.13K $20.58M +1 −1
Q4 2024 5 +2 1.21M $27.95M +3 −1
Q3 2024 3 -3 205.76K $13.96M n/a −3
Q2 2024 6 n/a 331.54K $21.30M n/a n/a
持有人数量
持有人 · Q4 2025
#管理人股份Δ股份价值其权重持有
1 Us Bancorp \De\ 201.09M n/a $5.41B 6.3% n/c 1 SEC ↗ ×4
2 Creative Planning 83.81M n/a $2.26B 1.6% n/c 1 SEC ↗ ×3
3 Northwestern Mutual Wealth… 30.98M n/a $833.81M 0.5% n/c 1 SEC ↗
4 Sei Investments Co 30.97M n/a $833.50M 0.8% n/c 1 SEC ↗
5 Captrust Financial Advisors 19.52M n/a $525.35M 1.0% n/c 1 SEC ↗
6 Wealth Enhancement Advisory… 19.09M n/a $521.82M 0.7% n/c 1 SEC ↗
7 Cerity Partners LLC 18.99M n/a $511.04M 0.7% n/c 1 SEC ↗ ×3
8 HighTower Advisors, LLC 14.14M n/a $380.54M 0.4% n/c 1 SEC ↗
9 Janus Henderson Group Plc 12.41M n/a $333.97M 0.1% n/c 1 SEC ↗
10 Corient Private Wealth LP 11.09M n/a $298.52M 0.2% n/c 1 SEC ↗ ×4
11 Mercer Global Advisors Inc /Adv 10.39M n/a $283.04M 0.4% n/c 1 SEC ↗
12 Mariner, LLC 10.24M n/a $275.44M 0.3% n/c 1 SEC ↗ ×3
13 Bank Of America Corp /De/ 9.02M n/a $242.78M 0.0% n/c 1 SEC ↗ ×3
14 LPL Financial LLC 7.70M n/a $207.12M 0.1% n/c 1 SEC ↗
15 Assetmark, Inc 6.51M n/a $175.29M 0.4% n/c 1 SEC ↗
16 Morgan Stanley ✦ 6.01M +5.4% $161.64M 0.0% ▲ Add 2 SEC ↗ ×4
17 Ameriprise Financial Inc 3.48M n/a $93.76M 0.0% n/c 1 SEC ↗ ×3
18 Focus Partners Wealth 3.20M n/a $86.23M 0.1% n/c 1 SEC ↗
19 Osaic Holdings, Inc. 2.80M n/a $75.29M 0.1% n/c 1 SEC ↗ ×3
20 AQR Capital Management ✦ 2.77M +28.2% $74.64M 0.0% ▲ Add 7 SEC ↗ ×2
21 JPMorgan Chase ✦ 2.55M -45.3% $68.55M 0.0% ▼ Trim 2 SEC ↗ ×6
22 Jones Financial Companies Lllp 2.53M n/a $68.09M 0.0% n/c 1 SEC ↗ ×2
23 Wells Fargo & Company/Mn 2.24M n/a $60.37M 0.0% n/c 1 SEC ↗ ×3
24 Goldman Sachs Group ✦ 2.07M +96.3% $55.77M 0.0% ▲ Add 2 SEC ↗ ×3
25 Raymond James Financial Inc 2.05M n/a $55.15M 0.0% n/c 1 SEC ↗ ×3
26 Envestnet Asset Management Inc 1.85M n/a $49.79M 0.0% n/c 1 SEC ↗
27 Royal Bank Of Canada 1.76M n/a $47.46M 0.0% n/c 1 SEC ↗ ×7
28 Quantinno Capital Management LP 1.61M n/a $43.26M 0.1% n/c 1 SEC ↗
29 Commonwealth Equity Services, Llc 1.51M n/a $40.77M 0.1% n/c 1 SEC ↗
30 Fidelity (FMR) ✦ 1.43M +5.7% $38.49M 0.0% ▲ Add 3 SEC ↗
31 Cetera Investment Advisers 1.36M n/a $36.68M 0.0% n/c 1 SEC ↗
32 UBS Group AG 1.24M n/a $33.27M 0.0% n/c 1 SEC ↗ ×3
33 Stifel Financial Corp 1.18M n/a $31.88M 0.0% n/c 1 SEC ↗ ×4
34 BlackRock ✦ (被动) 1.17M +130.4% $31.40M 0.0% ▲ Add 3 SEC ↗ ×3
35 Pnc Financial Services Group, Inc. 751.79K n/a $20.23M 0.0% n/c 1 SEC ↗ ×2
36 Truist Financial Corp 743.46K n/a $20.01M 0.0% n/c 1 SEC ↗ ×2
37 Rockefeller Capital Management L.P. 669.80K n/a $18.02M 0.0% n/c 1 SEC ↗ ×2
38 Cwm, Llc 641.48K n/a $17.26M 0.0% n/c 1 SEC ↗
39 Northern Trust Corp 596.72K n/a $16.06M 0.0% n/c 1 SEC ↗ ×2
40 UBS AM, a distinct business unit of… 562.21K n/a $15.13M 0.0% n/c 1 SEC ↗
41 Mml Investors Services, Llc 396.33K n/a $10.67M 0.0% n/c 1 SEC ↗
42 Renaissance Technologies ✦ 385.90K 新增 $10.38M 0.0% New 1 SEC ↗
43 Lido Advisors, LLC 344.03K n/a $9.15M 0.0% n/c 1 SEC ↗
44 Bank of New York Mellon Corp 304.73K n/a $8.20M 0.0% n/c 1 SEC ↗ ×4
45 Citigroup Inc 244.45K n/a $6.58M 0.0% n/c 1 SEC ↗
46 Tudor Investment Corp Et Al 243.48K n/a $6.55M 0.0% n/c 1 SEC ↗
47 Blair William & Co/Il 237.24K n/a $6.38M 0.0% n/c 1 SEC ↗
48 Bank Of Montreal /Can/ 196.65K n/a $5.29M 0.0% n/c 1 SEC ↗ ×3
49 Financial Engines Advisors L.L.C. 181.89K n/a $4.89M 0.0% n/c 1 SEC ↗
50 Lazard Asset Management Llc 126.94K n/a $3.42M 0.0% n/c 1 SEC ↗
51 Susquehanna International Group, Llp 78.54K n/a $2.11M 0.0% n/c 1 SEC ↗ ×2
52 Brown Advisory Inc 74.07K n/a $1.99M 0.0% n/c 1 SEC ↗ ×2
53 Russell Investments Group, Ltd. 65.36K n/a $1.76M 0.0% n/c 1 SEC ↗
54 Fifth Third Bancorp 64.67K n/a $1.74M 0.0% n/c 1 SEC ↗
55 The Vanguard Group ✦ (被动) 62.49K +41.0% $1.68M 0.0% ▲ Add 3 SEC ↗ ×2
56 Empower Advisory Group, LLC 62.19K n/a $1.67M 0.0% n/c 1 SEC ↗
57 Baird Financial Group, Inc. 49.54K n/a $1.33M 0.0% n/c 1 SEC ↗ ×2
58 Neuberger Berman Group LLC 41.61K n/a $1.12M 0.0% n/c 1 SEC ↗
59 Franklin Resources Inc 40.44K n/a $1.09M 0.0% n/c 1 SEC ↗ ×2
60 Qube Research & Technologies Ltd 33.56K n/a $903,234 0.0% n/c 1 SEC ↗
61 Alliancebernstein L.P. 32.45K n/a $873,230 0.0% n/c 1 SEC ↗
62 First Manhattan Co. Llc. 22.99K n/a $618,553 0.0% n/c 1 SEC ↗
63 Fisher Asset Management ✦ 18.47K -56.1% $497,137 0.0% ▼ Trim 4 SEC ↗
64 First Trust Advisors Lp 16.96K n/a $456,288 0.0% n/c 1 SEC ↗
65 Principal Financial Group Inc 15.98K n/a $430,103 0.0% n/c 1 SEC ↗
66 Two Sigma Investments ✦ 15.54K 0.0% $418,074 0.0% Held 5 SEC ↗
67 Wealthfront Advisers LLC 10.96K n/a $294,961 0.0% n/c 1 SEC ↗
68 Boston Partners 9.41K n/a $253,204 0.0% n/c 1 SEC ↗
69 TD Waterhouse Canada Inc. 300 n/a $8,070 0.0% n/c 1 SEC ↗
70 Simplex Trading, Llc 82 n/a $2,206 0.0% n/c 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

已清仓

Wellington Management $21.05M 曾为 0.0%
Citadel Advisors $594,020 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): 1,518 持有人, 1.08B 股份, $26.77B 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: Q4 2025 · 方法论 · 通过API获取此数据