증권 기록 · 과거 분기 (아카이브)
SCHX
Schwab U.S. Large-Cap ETF · Financial Services · Asset Management
71추적 보유자
+1Δ 보유자
490.96M보유 주식 수
$12.58B보고 가치
+2신규 편입 포지션
−1청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +1.4% ·
주식 흐름 -8.4% ·
순 신규 포지션 +1.4%
· 산식
보유자 분산: 보유자 수 증가, 집계 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 |
|---|---|---|---|---|---|---|
| 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 |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Us Bancorp \De\ | 145.06M | -27.9% | $3.72B | 4.5% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Creative Planning | 82.27M | -1.8% | $2.11B | 1.4% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Northwestern Mutual Wealth… | 34.81M | +12.3% | $892.52M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 4 | Sei Investments Co | 32.53M | +5.0% | $834.03M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 5 | Captrust Financial Advisors | 20.18M | +3.4% | $517.50M | 0.9% | ▲ Add | 2 | SEC ↗ |
| 6 | Cerity Partners LLC | 19.18M | +1.0% | $491.92M | 0.7% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | HighTower Advisors, LLC | 14.01M | -1.0% | $359.11M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 8 | Janus Henderson Group Plc | 12.33M | -0.7% | $316.07M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 11.01M | -42.3% | $284.72M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mariner, LLC | 10.38M | +1.4% | $266.15M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Bank Of America Corp /De/ | 10.08M | +11.7% | $258.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Mercer Global Advisors Inc /Adv | 9.93M | -4.4% | $254.57M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 9.55M | +672.2% | $244.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Morgan Stanley ✦ | 8.61M | +43.3% | $220.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | LPL Financial LLC | 7.54M | -2.1% | $193.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 16 | Assetmark, Inc | 6.52M | 0.0% | $167.08M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 17 | Corient Private Wealth LP | 6.73M | -39.4% | $165.02M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 4.16M | +124.9% | $106.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 3.99M | +43.8% | $102.24M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 20 | Osaic Holdings, Inc. | 3.32M | +18.7% | $85.18M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Jones Financial Companies Lllp | 3.36M | +32.6% | $84.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Focus Partners Wealth | 3.20M | -0.1% | $82.21M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | BlackRock ✦ (패시브) | 3.20M | +174.0% | $81.95M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 24 | Ameriprise Financial Inc | 3.00M | -13.8% | $77.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | JPMorgan Chase ✦ | 2.87M | +12.8% | $71.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 26 | Wells Fargo & Company/Mn | 2.10M | -6.5% | $53.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 27 | Royal Bank Of Canada | 1.92M | +9.0% | $49.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 28 | UBS AM, a distinct business unit of… | 1.90M | +238.1% | $48.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Raymond James Financial Inc | 1.73M | -15.8% | $44.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 30 | Quantinno Capital Management LP | 1.67M | +3.9% | $42.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 31 | Cetera Investment Advisers | 1.59M | +16.6% | $40.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.48M | +3.3% | $37.87M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 33 | Commonwealth Equity Services, Llc | 1.46M | -3.7% | $37.42M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 34 | Stifel Financial Corp | 1.21M | +2.5% | $31.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Goldman Sachs Group ✦ | 1.13M | -45.7% | $28.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 36 | Truist Financial Corp | 758.98K | +2.1% | $19.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Pnc Financial Services Group, Inc. | 685.10K | -8.9% | $17.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Rockefeller Capital Management L.P. | 682.38K | +1.9% | $17.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Northern Trust Corp | 619.05K | +3.7% | $15.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Cwm, Llc | 595.05K | -7.2% | $15.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Mml Investors Services, Llc | 463.95K | +17.1% | $11.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Lido Advisors, LLC | 363.70K | +5.7% | $9.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Tudor Investment Corp Et Al | 294.75K | +21.1% | $7.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 285.84K | -6.2% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 45 | Two Sigma Investments ✦ | 270.34K | +1640.1% | $6.93M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 46 | Hrt Financial Lp | 245.48K | 신규 | $6.29M | 0.0% | New | 1 | SEC ↗ |
| 47 | Blair William & Co/Il | 236.81K | -0.2% | $6.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Citigroup Inc | 220.76K | -9.7% | $5.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 188.92K | -3.9% | $4.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 50 | CIBC Bancorp USA Inc. | 152.18K | n/a | $3.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Lazard Asset Management Llc | 126.94K | 0.0% | $3.25M | 0.0% | Held | 2 | SEC ↗ |
| 52 | Financial Engines Advisors L.L.C. | 97.31K | -46.5% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Renaissance Technologies ✦ | 85.30K | -77.9% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Fifth Third Bancorp | 84.55K | +30.8% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Brown Advisory Inc | 74.65K | +0.8% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | First Manhattan Co. Llc. | 59.59K | +159.2% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Baird Financial Group, Inc. | 57.97K | +17.0% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Empower Advisory Group, LLC | 49.73K | -20.0% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 44.95K | -31.2% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Neuberger Berman Group LLC | 41.61K | 0.0% | $1.07M | 0.0% | Held | 2 | SEC ↗ |
| 61 | Alliancebernstein L.P. | 31.62K | -2.5% | $851,002 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Wealthfront Advisers LLC | 29.38K | +168.0% | $753,278 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Franklin Resources Inc | 28.13K | -30.4% | $721,331 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 64 | First Trust Advisors Lp | 19.81K | +16.8% | $507,896 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Susquehanna International Group, Llp | 16.48K | -79.0% | $422,496 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Principal Financial Group Inc | 15.80K | -1.1% | $405,138 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Invesco Ltd. | 12.09K | 신규 | $310,065 | 0.0% | New | 1 | SEC ↗ |
| 68 | Qube Research & Technologies Ltd | 11.09K | -67.0% | $284,425 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Boston Partners | 9.41K | 0.0% | $241,254 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Fisher Asset Management ✦ | 8.21K | -55.5% | $210,647 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 71 | TD Waterhouse Canada Inc. | 900 | +200.0% | $23,171 | 0.0% | ▲ Add | 2 | SEC ↗ |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| Hrt Financial Lp | $6.29M | 0.0% |
| Invesco Ltd. | $310,065 | 0.0% |
청산됨
| Simplex Trading, Llc | $2,206 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 1,518 보유 기관, 1.08B 주식, $26.77B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.
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 ·
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