证券记录 · 已归档季度
SCHZ
Schwab U.S. Aggregate Bond ETF · Financial Services · Asset Management
52被追踪持有人
+9Δ持有人
62.17M持有股份
$1.44B报告持仓市值
+10新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +20.9% ·
股份流向 +8.8% ·
净新建仓位 +17.3%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 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 |
|---|---|---|---|---|---|---|
| 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 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 13.28M | +5.5% | $307.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Ameriprise Financial Inc | 6.47M | +1.6% | $150.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Financial Engines Advisors L.L.C. | 5.41M | +0.3% | $125.71M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 4 | Cwm, Llc | 4.79M | +19.1% | $111.21M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 4.49M | +9.1% | $104.28M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 3.29M | +41.7% | $76.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 3.13M | -16.5% | $72.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 2.27M | +129.3% | $52.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Wealth Enhancement Advisory… | 2.19M | -44.5% | $50.91M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mariner, LLC | 2.16M | +0.9% | $50.07M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Jones Financial Companies Lllp | 1.90M | +27.9% | $43.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Cerity Partners LLC | 1.79M | +188.0% | $41.57M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 1.77M | +7.0% | $41.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 1.25M | +5.6% | $29.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Osaic Holdings, Inc. | 1.17M | +8.3% | $27.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | LPL Financial LLC | 1.09M | +29.9% | $25.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Creative Planning | 928.75K | -2.5% | $21.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Mercer Global Advisors Inc /Adv | 760.74K | -19.0% | $17.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bnp Paribas Financial Markets | 751.10K | 新增 | $17.44M | 0.0% | New | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 671.92K | -3.0% | $15.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | UBS Group AG | 617.39K | -8.5% | $14.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 310.16K | +10.9% | $7.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | CIBC Bancorp USA Inc. | 264.94K | n/a | $6.15M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Cibc World Market Inc. | 250.00K | 新增 | $5.80M | 0.0% | New | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 147.11K | -3.1% | $3.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Focus Partners Wealth | 136.49K | +11.1% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 136.15K | +20.6% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Boston Partners | 115.77K | +11.3% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Renaissance Technologies ✦ | 113.60K | 新增 | $2.64M | 0.0% | New | 1 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 107.29K | 新增 | $2.49M | 0.0% | New | 1 | SEC ↗ |
| 31 | Captrust Financial Advisors | 70.33K | +0.4% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 57.08K | +258.4% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 33 | Truist Financial Corp | 46.40K | +17.4% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 45.28K | 新增 | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 35 | Empower Advisory Group, LLC | 39.23K | 0.0% | $910,874 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Lido Advisors, LLC | 33.08K | -4.7% | $768,114 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 32.62K | 新增 | $757,460 | 0.0% | New | 1 | SEC ↗ ×2 |
| 38 | Corient Private Wealth LP | 16.87K | -63.8% | $391,673 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Us Bancorp \De\ | 11.29K | -65.1% | $262,200 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | First Manhattan Co. Llc. | 10.23K | 新增 | $237,587 | 0.0% | New | 1 | SEC ↗ |
| 41 | Citigroup Inc | 5.76K | +254.8% | $133,701 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 4.31K | -21.2% | $100,078 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | BlackRock ✦ (被动) | 3.61K | +2.9% | $83,917 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 3.31K | +22.8% | $76,761 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 3.21K | -71.4% | $74,529 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 46 | National Bank Of Canada /Fi/ | 2.65K | 0.0% | $61,454 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Assetmark, Inc | 2.05K | -27.6% | $47,671 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 1.59K | 新增 | $36,920 | 0.0% | New | 1 | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 1.42K | 新增 | $32,926 | 0.0% | New | 1 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 741 | +38.8% | $17,206 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Rockefeller Capital Management L.P. | 300 | -40.8% | $6,966 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 5 | 新增 | $116 | 0.0% | New | 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
| 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% |
| 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% |
已清仓
| Northern Trust Corp | $535,547 | 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: Q1 2026 ·
方法论 ·
通过API获取此数据