证券记录 · 已归档季度
SCHZ
Schwab U.S. Aggregate Bond ETF · Financial Services · Asset Management
43被追踪持有人
0Δ持有人
56.88M持有股份
$1.33B报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -16.5% · 净新建仓位 0.0% · 公式
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 | 2.27M | $50.12M | n/a | n/a |
| Q2 2026 | 50 | 0 | 55.39M | $1.27B | +4 | −5 |
| 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 | n/a | n/a |
| Q4 2024 | 2 | -1 | 348.96K | $7.92M | n/a | −1 |
| Q3 2024 | 3 | +1 | 94.97K | $4.51M | +2 | −1 |
| Q2 2024 | 2 | n/a | 63.71K | $2.90M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 12.59M | -48.1% | $294.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Ameriprise Financial Inc | 6.37M | n/a | $148.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Financial Engines Advisors L.L.C. | 5.40M | n/a | $126.12M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 4.12M | n/a | $96.24M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Cwm, Llc | 4.02M | n/a | $94.00M | 0.3% | n/c | 1 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 3.95M | n/a | $92.47M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 3.75M | +16.3% | $87.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 2.32M | n/a | $54.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mariner, LLC | 2.14M | n/a | $49.93M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 1.65M | n/a | $38.62M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 1.48M | n/a | $34.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Bank Of America Corp /De/ | 1.18M | n/a | $27.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Osaic Holdings, Inc. | 1.08M | n/a | $25.19M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Morgan Stanley ✦ | 991.76K | -0.8% | $23.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Creative Planning | 953.06K | n/a | $22.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Mercer Global Advisors Inc /Adv | 939.30K | n/a | $21.95M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | LPL Financial LLC | 842.64K | n/a | $19.69M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 692.54K | n/a | $16.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | UBS Group AG | 674.67K | n/a | $15.77M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cerity Partners LLC | 621.73K | n/a | $14.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Northwestern Mutual Wealth… | 279.72K | n/a | $6.54M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 151.88K | n/a | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 122.91K | n/a | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 112.88K | n/a | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Boston Partners | 104.02K | n/a | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Captrust Financial Advisors | 70.08K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Corient Private Wealth LP | 46.55K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Truist Financial Corp | 39.52K | n/a | $923,602 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Empower Advisory Group, LLC | 39.23K | n/a | $916,758 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Lido Advisors, LLC | 34.72K | n/a | $814,582 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Us Bancorp \De\ | 32.40K | n/a | $757,122 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Northern Trust Corp | 22.92K | n/a | $535,547 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 15.93K | n/a | $371,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Wells Fargo & Company/Mn | 11.22K | n/a | $262,218 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | The Vanguard Group ✦ (被动) | 10.87K | 新增 | $254,055 | 0.0% | New | 1 | SEC ↗ ×2 |
| 36 | Fifth Third Bancorp | 5.47K | n/a | $127,834 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | BlackRock ✦ (被动) | 3.51K | -1.0% | $82,052 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 2.84K | n/a | $66,301 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 2.69K | -35.6% | $62,934 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 2.65K | n/a | $61,904 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Citigroup Inc | 1.62K | n/a | $37,930 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 534 | n/a | $12,480 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 507 | n/a | $11,849 | 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
| The Vanguard Group | $254,055 | 0.0% |
已清仓
| Citadel Advisors | $2.41M | 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): 657 持有人, 168.96M 股份, $3.89B 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