证券记录
SCHY
名称等待档案录入
36被追踪持有人
+3Δ持有人
4.24M持有股份
$133.66M报告持仓市值
+7新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +9.1% ·
股份流向 +12.5% ·
净新建仓位 +8.3%
— 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 Q2 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 | 36 | +3 | 4.24M | $133.66M | +7 | −4 |
| Q1 2026 | 34 | +2 | 3.77M | $119.38M | +4 | −2 |
| Q4 2025 | 33 | 0 | 3.38M | $100.89M | — | — |
| Q3 2025 | 5 | 0 | 116.05K | $3.24M | — | — |
| Q2 2025 | 2 | -1 | 45.46K | $1.24M | — | −1 |
| Q1 2025 | 1 | 0 | 26.57K | $674,372 | — | — |
| Q4 2024 | 1 | +1 | 29.27K | $676,676 | +1 | — |
| Q2 2024 | 1 | — | 88.61K | $2.09M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 614.10K | +5.5% | $19.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 614.10K | +5.5% | $19.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 554.12K | +18.8% | $17.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 436.21K | -0.5% | $13.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 417.98K | +0.4% | $13.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 417.98K | +0.4% | $13.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 417.98K | +0.4% | $13.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | TD Waterhouse Canada Inc. | 316.64K | 新增 | $9.42M | 0.0% | New | 1 | SEC ↗ |
| 9 | Nuveen, LLC | 223.90K | 新增 | $7.10M | 0.0% | New | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 220.76K | +354.5% | $7.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 185.72K | +13.5% | $5.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 153.53K | -14.6% | $4.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 153.53K | -14.6% | $4.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 133.00K | +2.5% | $4.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 130.59K | +111.3% | $4.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 122.02K | +57.9% | $3.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 122.02K | +57.9% | $3.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Royal Bank Of Canada | 111.55K | +1.2% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 111.55K | +1.2% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 111.55K | +1.2% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 111.55K | +1.2% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 99.60K | +96.2% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 88.85K | +109.0% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 88.85K | +109.0% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 81.69K | +11.5% | $2.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mariner, LLC | 57.99K | -6.8% | $1.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Creative Planning | 50.68K | +7.9% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 40.34K | -24.5% | $1.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 38.52K | +9.4% | $1.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 38.52K | +9.4% | $1.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Corient Private Wealth LP | 35.46K | +4.8% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Cerity Partners LLC | 24.86K | +91.3% | $788,640 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Cerity Partners LLC | 24.86K | +91.3% | $788,640 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 23.90K | 新增 | $758,347 | 0.0% | New | 1 | SEC ↗ |
| 35 | UBS Group AG | 14.03K | +72.5% | $445,235 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | UBS Group AG | 14.03K | +72.5% | $445,235 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 12.98K | +15.2% | $411,765 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 12.98K | +15.2% | $411,765 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 12.36K | +49.0% | $392,168 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Sei Investments Co | 11.42K | +0.4% | $362,230 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Fifth Third Bancorp | 8.91K | +35.2% | $282,587 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Focus Partners Wealth | 8.77K | 新增 | $278,368 | 0.0% | New | 1 | SEC ↗ |
| 43 | Truist Financial Corp | 6.72K | 新增 | $213,354 | 0.0% | New | 1 | SEC ↗ |
| 44 | Assetmark, Inc | 1.69K | -1.6% | $53,560 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 602 | +60100.0% | $19,090 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Simplex Trading, Llc | 539 | +154.2% | $17,102 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 208 | -85.2% | $6,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Jones Financial Companies Lllp | 40 | 新增 | $1,270 | 0.0% | New | 1 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 25 | 新增 | $752 | 0.0% | New | 1 | 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
| TD Waterhouse Canada Inc. | $9.42M | 0.0% |
| Nuveen, LLC | $7.10M | 0.0% |
| AQR Capital Management | $758,347 | 0.0% |
| Focus Partners Wealth | $278,368 | 0.0% |
| Truist Financial Corp | $213,354 | 0.0% |
| Jones Financial Companies Lllp | $1,270 | 0.0% |
| National Bank Of Canada /Fi/ | $752 | 0.0% |
已清仓
| Jane Street Group, Llc | $15.49M | 曾为 0.0% |
| Susquehanna International… | $4.43M | 曾为 0.0% |
| Qube Research & Technologies… | $183,438 | 曾为 0.0% |
| Pnc Financial Services Group… | $1,108 | 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): 193 持有人, 15.05M 股份, $469.27M 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: Q2 2026 ·
方法论 ·
通过API获取此数据