Catatan efek · kuartal yang diarsipkan
SCHZ
Schwab U.S. Aggregate Bond ETF · Financial Services · Asset Management
43Pemegang yang dilacak
0Δ pemegang
56.88MSaham yang dipegang
$1.33BNilai yang dilaporkan
+1Posisi baru
−1Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham -16.5% · posisi baru bersih 0.0% — formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | 0 | 59.68M | $1.37B | +4 | −4 |
| Q1 2026 | 52 | +9 | 62.17M | $1.44B | +10 | −1 |
| Q4 2025 | 43 | 0 | 56.88M | $1.33B | +1 | −1 |
| Q3 2025 | 6 | 0 | 28.61M | $671.43M | +1 | −1 |
| Q2 2025 | 3 | -1 | 19.07K | $443,244 | +1 | −2 |
| Q1 2025 | 2 | 0 | 95.59K | $2.21M | — | — |
| Q4 2024 | 2 | -1 | 348.96K | $7.92M | — | −1 |
| Q3 2024 | 3 | +1 | 94.97K | $4.51M | +2 | −1 |
| Q2 2024 | 2 | — | 63.71K | $2.90M | — | — |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 12.59M | -48.1% | $294.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 12.59M | -48.1% | $294.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 12.59M | -48.1% | $294.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 12.59M | -48.1% | $294.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 6.37M | — | $148.82M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 6.37M | — | $148.82M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 6.37M | — | $148.82M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Financial Engines Advisors L.L.C. | 5.40M | — | $126.12M | 0.2% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 4.12M | — | $96.24M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Cwm, Llc | 4.02M | — | $94.00M | 0.3% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 3.95M | — | $92.47M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 3.75M | +16.3% | $87.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 3.75M | +16.3% | $87.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 2.32M | — | $54.33M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 2.14M | — | $49.93M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 2.14M | — | $49.93M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 2.14M | — | $49.93M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 1.65M | — | $38.62M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 1.48M | — | $34.65M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 1.48M | — | $34.65M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 1.18M | — | $27.65M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 1.18M | — | $27.65M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 1.18M | — | $27.65M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 1.08M | — | $25.19M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 1.08M | — | $25.19M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 1.08M | — | $25.19M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 1.08M | — | $25.19M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 991.76K | -0.8% | $23.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 991.76K | -0.8% | $23.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Creative Planning | 953.06K | — | $22.27M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Creative Planning | 953.06K | — | $22.27M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Creative Planning | 953.06K | — | $22.27M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 939.30K | — | $21.95M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | LPL Financial LLC | 842.64K | — | $19.69M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Raymond James Financial Inc | 692.54K | — | $16.18M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Raymond James Financial Inc | 692.54K | — | $16.18M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | UBS Group AG | 674.67K | — | $15.77M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cerity Partners LLC | 621.73K | — | $14.53M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Cerity Partners LLC | 621.73K | — | $14.53M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 279.72K | — | $6.54M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Commonwealth Equity Services, Llc | 151.88K | — | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Focus Partners Wealth | 122.91K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 112.88K | — | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Boston Partners | 104.02K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Captrust Financial Advisors | 70.08K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Corient Private Wealth LP | 46.55K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Corient Private Wealth LP | 46.55K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Truist Financial Corp | 39.52K | — | $923,602 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Truist Financial Corp | 39.52K | — | $923,602 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Empower Advisory Group, LLC | 39.23K | — | $916,758 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Lido Advisors, LLC | 34.72K | — | $814,582 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Us Bancorp \De\ | 32.40K | — | $757,122 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Us Bancorp \De\ | 32.40K | — | $757,122 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Northern Trust Corp | 22.92K | — | $535,547 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Royal Bank Of Canada | 15.93K | — | $371,000 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Royal Bank Of Canada | 15.93K | — | $371,000 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Royal Bank Of Canada | 15.93K | — | $371,000 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Wells Fargo & Company/Mn | 11.22K | — | $262,218 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | The Vanguard Group ✦ (pasif) | 10.87K | Baru | $254,055 | 0.0% | New | 1 | SEC ↗ |
| 60 | The Vanguard Group ✦ (pasif) | 10.87K | Baru | $254,055 | 0.0% | New | 1 | SEC ↗ |
| 61 | Fifth Third Bancorp | 5.47K | — | $127,834 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | BlackRock ✦ (pasif) | 3.51K | -1.0% | $82,052 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Assetmark, Inc | 2.84K | — | $66,301 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 2.69K | -35.6% | $62,934 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | National Bank Of Canada /Fi/ | 2.65K | — | $61,904 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Citigroup Inc | 1.62K | — | $37,930 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Bank Of Montreal /Can/ | 534 | — | $12,480 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Rockefeller Capital Management L.P. | 507 | — | $11,849 | 0.0% | n/c | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| The Vanguard Group | $254,055 | 0.0% |
| The Vanguard Group | $254,055 | 0.0% |
Telah keluar
| Citadel Advisors | $2.41M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 657 pemegang, 168.96M saham, $3.89B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API