سجل الورقة المالية
SCHZ
Schwab U.S. Aggregate Bond ETF · Financial Services · Asset Management
51الحاملون المتتبعون
0Δ المساهمون
59.68Mالأسهم المحتفظ بها
$1.37Bالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−4الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم +4.0% · المراكز الجديدة الصافية 0.0% — الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 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 · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 14.42M | +8.6% | $335.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 14.42M | +8.6% | $335.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 14.42M | +8.6% | $335.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 14.42M | +8.6% | $335.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 6.81M | +5.3% | $157.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 6.81M | +5.3% | $157.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Financial Engines Advisors L.L.C. | 5.68M | +4.9% | $131.41M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 4.29M | -4.4% | $99.28M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 3.48M | +5.7% | $80.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 3.07M | -1.9% | $71.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 2.28M | +20.1% | $52.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 2.28M | +20.1% | $52.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 2.17M | -1.0% | $49.78M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mariner, LLC | 2.13M | -1.1% | $49.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 15 | Mariner, LLC | 2.13M | -1.1% | $49.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cerity Partners LLC | 2.35M | +31.0% | $45.78M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Cerity Partners LLC | 2.35M | +31.0% | $45.78M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 1.86M | +5.4% | $43.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 1.40M | +11.6% | $32.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 1.40M | +11.6% | $32.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 1.40M | +11.6% | $32.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 1.25M | +7.0% | $28.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 1.25M | +7.0% | $28.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 1.25M | +7.0% | $28.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 1.25M | +7.0% | $28.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | LPL Financial LLC | 1.12M | +2.2% | $25.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 1.00M | -55.9% | $23.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 1.00M | -55.9% | $23.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Creative Planning | 976.36K | +5.1% | $22.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Creative Planning | 976.36K | +5.1% | $22.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 880.22K | +15.7% | $20.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | UBS Group AG | 669.56K | +8.4% | $15.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | UBS Group AG | 669.56K | +8.4% | $15.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 652.17K | -13.2% | $15.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Raymond James Financial Inc | 617.08K | -8.2% | $14.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Raymond James Financial Inc | 617.08K | -8.2% | $14.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 383.82K | +257.7% | $8.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Jane Street Group, Llc | 375.30K | جديد | $8.68M | 0.0% | New | 1 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 299.11K | -3.6% | $6.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | CIBC Bancorp USA Inc. | 276.96K | +4.5% | $6.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | CIBC Bancorp USA Inc. | 276.96K | +4.5% | $6.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | CIBC Bancorp USA Inc. | 276.96K | +4.5% | $6.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Cibc World Market Inc. | 250.00K | 0.0% | $5.78M | 0.0% | Held | 2 | SEC ↗ |
| 44 | Mml Investors Services, Llc | 163.24K | +19.9% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Commonwealth Equity Services, Llc | 145.70K | -1.0% | $3.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Focus Partners Wealth | 129.20K | -5.3% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Boston Partners | 77.88K | -32.7% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Captrust Financial Advisors | 72.64K | +3.3% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Royal Bank Of Canada | 64.38K | +12.8% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Royal Bank Of Canada | 64.38K | +12.8% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Royal Bank Of Canada | 64.38K | +12.8% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Royal Bank Of Canada | 64.38K | +12.8% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Hrt Financial Lp | 57.16K | جديد | $1.32M | 0.0% | New | 1 | SEC ↗ |
| 54 | Truist Financial Corp | 47.38K | +2.1% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 43.59K | -3.7% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Renaissance Technologies ✦ | 40.60K | -64.3% | $939,078 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Empower Advisory Group, LLC | 39.23K | 0.0% | $907,344 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Lido Advisors, LLC | 29.51K | -10.8% | $682,627 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Corient Private Wealth LP | 23.79K | +41.0% | $550,189 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Us Bancorp \De\ | 11.41K | +1.0% | $263,867 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Fisher Asset Management ✦ | 10.89K | جديد | $251,842 | 0.0% | New | 1 | SEC ↗ |
| 62 | Citigroup Inc | 7.28K | +26.4% | $168,340 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Fifth Third Bancorp | 4.41K | +2.4% | $102,073 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | BlackRock ✦ (سلبي) | 3.79K | +4.7% | $87,547 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 2.82K | -14.6% | $65,273 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 66 | National Bank Of Canada /Fi/ | 2.65K | 0.0% | $61,294 | 0.0% | Held | 3 | SEC ↗ |
| 67 | Assetmark, Inc | 2.39K | +16.2% | $55,188 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Rockefeller Capital Management L.P. | 1.62K | +441.7% | $37,586 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Bank Of Montreal /Can/ | 741 | 0.0% | $17,139 | 0.0% | Held | 3 | SEC ↗ |
| 70 | Bank Of Montreal /Can/ | 741 | 0.0% | $17,139 | 0.0% | Held | 3 | SEC ↗ |
| 71 | TD Waterhouse Canada Inc. | 200 | جديد | $4,604 | 0.0% | New | 1 | SEC ↗ |
| 72 | Russell Investments Group, Ltd. | 5 | 0.0% | $116 | 0.0% | Held | 2 | SEC ↗ |
| 73 | Wells Fargo & Company/Mn | 0 | -100.0% | $5 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Jane Street Group, Llc | $8.68M | 0.0% |
| Hrt Financial Lp | $1.32M | 0.0% |
| Fisher Asset Management | $251,842 | 0.0% |
| TD Waterhouse Canada Inc. | $4,604 | 0.0% |
تم الخروج
| Susquehanna International… | $757,460 | كان 0.0% |
| First Manhattan Co. Llc. | $237,587 | كان 0.0% |
| Pnc Financial Services Group… | $36,920 | كان 0.0% |
| Qube Research & Technologies… | $32,926 | 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: Q2 2026 ·
المنهجية ·
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