Catatan efek
SCHZ
Schwab U.S. Aggregate Bond ETF · Financial Services · Asset Management
51Pemegang yang dilacak
0Δ pemegang
59.68MSaham yang dipegang
$1.37BNilai yang dilaporkan
+4Posisi baru
−4Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham +4.0% · posisi baru bersih 0.0% — formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 | Baru | $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 | Baru | $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 ✦ (pasif) | 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 | Baru | $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 ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Susquehanna International… | $757,460 | adalah 0.0% |
| First Manhattan Co. Llc. | $237,587 | adalah 0.0% |
| Pnc Financial Services Group… | $36,920 | adalah 0.0% |
| Qube Research & Technologies… | $32,926 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 657 pemegang, 168.96M saham, $3.89B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API