سجل الورقة المالية · ربع مؤرشف
SCHZ
Schwab U.S. Aggregate Bond ETF · Financial Services · Asset Management
52الحاملون المتتبعون
+9Δ المساهمون
62.17Mالأسهم المحتفظ بها
$1.44Bالقيمة المُبلَّغ عنها
+10المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +20.9% ·
تدفق الأسهم +8.8% ·
المراكز الجديدة الصافية +17.3%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 13.28M | +5.5% | $307.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 13.28M | +5.5% | $307.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 13.28M | +5.5% | $307.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 13.28M | +5.5% | $307.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 6.47M | +1.6% | $150.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 6.47M | +1.6% | $150.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Financial Engines Advisors L.L.C. | 5.41M | +0.3% | $125.71M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 8 | Cwm, Llc | 4.79M | +19.1% | $111.21M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 4.49M | +9.1% | $104.28M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 3.29M | +41.7% | $76.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 3.13M | -16.5% | $72.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 3.13M | -16.5% | $72.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 2.27M | +129.3% | $52.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 2.27M | +129.3% | $52.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 2.19M | -44.5% | $50.91M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mariner, LLC | 2.16M | +0.9% | $50.07M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Mariner, LLC | 2.16M | +0.9% | $50.07M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Mariner, LLC | 2.16M | +0.9% | $50.07M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 1.90M | +27.9% | $43.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 1.90M | +27.9% | $43.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 1.79M | +188.0% | $41.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Cerity Partners LLC | 1.79M | +188.0% | $41.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 1.77M | +7.0% | $41.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 1.25M | +5.6% | $29.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 1.25M | +5.6% | $29.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 1.25M | +5.6% | $29.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 1.17M | +8.3% | $27.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 1.17M | +8.3% | $27.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 1.17M | +8.3% | $27.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | LPL Financial LLC | 1.09M | +29.9% | $25.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Creative Planning | 928.75K | -2.5% | $21.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Creative Planning | 928.75K | -2.5% | $21.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 760.74K | -19.0% | $17.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 751.10K | جديد | $17.44M | 0.0% | New | 1 | SEC ↗ |
| 35 | Raymond James Financial Inc | 671.92K | -3.0% | $15.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Raymond James Financial Inc | 671.92K | -3.0% | $15.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | UBS Group AG | 617.39K | -8.5% | $14.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 310.16K | +10.9% | $7.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | CIBC Bancorp USA Inc. | 264.94K | — | $6.15M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | CIBC Bancorp USA Inc. | 264.94K | — | $6.15M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | CIBC Bancorp USA Inc. | 264.94K | — | $6.15M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Cibc World Market Inc. | 250.00K | جديد | $5.80M | 0.0% | New | 1 | SEC ↗ |
| 43 | Commonwealth Equity Services, Llc | 147.11K | -3.1% | $3.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Focus Partners Wealth | 136.49K | +11.1% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Mml Investors Services, Llc | 136.15K | +20.6% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Boston Partners | 115.77K | +11.3% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Renaissance Technologies ✦ | 113.60K | جديد | $2.64M | 0.0% | New | 1 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 107.29K | جديد | $2.49M | 0.0% | New | 1 | SEC ↗ |
| 49 | Captrust Financial Advisors | 70.33K | +0.4% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Royal Bank Of Canada | 57.08K | +258.4% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Royal Bank Of Canada | 57.08K | +258.4% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Royal Bank Of Canada | 57.08K | +258.4% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Royal Bank Of Canada | 57.08K | +258.4% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Truist Financial Corp | 46.40K | +17.4% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 45.28K | جديد | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 56 | Empower Advisory Group, LLC | 39.23K | 0.0% | $910,874 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Lido Advisors, LLC | 33.08K | -4.7% | $768,114 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Susquehanna International Group, Llp | 32.62K | جديد | $757,460 | 0.0% | New | 1 | SEC ↗ |
| 59 | Susquehanna International Group, Llp | 32.62K | جديد | $757,460 | 0.0% | New | 1 | SEC ↗ |
| 60 | Corient Private Wealth LP | 16.87K | -63.8% | $391,673 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Us Bancorp \De\ | 11.29K | -65.1% | $262,200 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | First Manhattan Co. Llc. | 10.23K | جديد | $237,587 | 0.0% | New | 1 | SEC ↗ |
| 63 | Citigroup Inc | 5.76K | +254.8% | $133,701 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Fifth Third Bancorp | 4.31K | -21.2% | $100,078 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | BlackRock ✦ (سلبي) | 3.61K | +2.9% | $83,917 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 3.31K | +22.8% | $76,761 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 67 | Wells Fargo & Company/Mn | 3.21K | -71.4% | $74,529 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Wells Fargo & Company/Mn | 3.21K | -71.4% | $74,529 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | National Bank Of Canada /Fi/ | 2.65K | 0.0% | $61,454 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Assetmark, Inc | 2.05K | -27.6% | $47,671 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 1.59K | جديد | $36,920 | 0.0% | New | 1 | SEC ↗ |
| 72 | Qube Research & Technologies Ltd | 1.42K | جديد | $32,926 | 0.0% | New | 1 | SEC ↗ |
| 73 | Bank Of Montreal /Can/ | 741 | +38.8% | $17,206 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Bank Of Montreal /Can/ | 741 | +38.8% | $17,206 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Rockefeller Capital Management L.P. | 300 | -40.8% | $6,966 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Russell Investments Group, Ltd. | 5 | جديد | $116 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Bnp Paribas Financial Markets | $17.44M | 0.0% |
| Cibc World Market Inc. | $5.80M | 0.0% |
| Renaissance Technologies | $2.64M | 0.0% |
| Citadel Advisors | $2.49M | 0.0% |
| UBS AM, a distinct business… | $1.05M | 0.0% |
| Susquehanna International… | $757,460 | 0.0% |
| Susquehanna International… | $757,460 | 0.0% |
| First Manhattan Co. Llc. | $237,587 | 0.0% |
| Pnc Financial Services Group… | $36,920 | 0.0% |
| Qube Research & Technologies… | $32,926 | 0.0% |
| Russell Investments Group… | $116 | 0.0% |
تم الخروج
| Northern Trust Corp | $535,547 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 657 المالكون, 168.96M الأسهم, $3.89B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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