증권 기록 · 과거 분기 (아카이브)
SCHZ
Schwab U.S. Aggregate Bond ETF · Financial Services · Asset Management
52추적 보유자
+9Δ 보유자
62.17M보유 주식 수
$1.44B보고 가치
+10신규 편입 포지션
−1청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +20.9% ·
주식 흐름 +8.8% ·
순 신규 포지션 +17.3%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
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 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 신규 | $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 | 신규 | $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 | 신규 | $2.64M | 0.0% | New | 1 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 107.29K | 신규 | $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 | 신규 | $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 | 신규 | $757,460 | 0.0% | New | 1 | SEC ↗ |
| 59 | Susquehanna International Group, Llp | 32.62K | 신규 | $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 | 신규 | $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 ✦ (패시브) | 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 | 신규 | $36,920 | 0.0% | New | 1 | SEC ↗ |
| 72 | Qube Research & Technologies Ltd | 1.42K | 신규 | $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 | 신규 | $116 | 0.0% | New | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 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% |
청산됨
| Northern Trust Corp | $535,547 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 657 보유 기관, 168.96M 주식, $3.89B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
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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