证券记录 · 已归档季度
SCMB
Schwab Municipal Bond ETF · Financial Services · Asset Management - Bonds
29被追踪持有人
-1Δ持有人
70.34M持有股份
$1.81B报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -3.3% ·
股份流向 -2.5% ·
净新建仓位 -3.4%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | +1 | 105.44M | $2.72B | +6 | −5 |
| Q1 2026 | 38 | +9 | 95.60M | $2.44B | +11 | −2 |
| Q4 2025 | 29 | -1 | 70.34M | $1.81B | — | −1 |
| Q3 2025 | 5 | +1 | 2.00M | $51.26M | +1 | — |
| Q2 2025 | 1 | 0 | 58.76K | $1.48M | +1 | −1 |
| Q1 2025 | 1 | 0 | 20.62K | $523,180 | — | — |
| Q4 2024 | 1 | 0 | 42.92K | $1.10M | — | — |
| Q3 2024 | 1 | 0 | 20.18K | $1.06M | — | — |
| Q2 2024 | 1 | — | 3.91K | $200,923 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 65.62M | — | $1.69B | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 2.10M | — | $54.10M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Jones Financial Companies Lllp | 2.10M | — | $54.10M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 635.73K | — | $16.38M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 635.73K | — | $16.38M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 635.73K | — | $16.38M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 489.81K | — | $12.65M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 208.32K | — | $5.37M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 156.66K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 156.66K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 145.04K | — | $3.74M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 136.07K | -92.5% | $3.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 127.35K | — | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Quantinno Capital Management LP | 95.64K | — | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 83.72K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 83.72K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Captrust Financial Advisors | 73.41K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 66.80K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 66.80K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 64.21K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mariner, LLC | 64.21K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 58.76K | 0.0% | $1.51M | 0.0% | Held | 3 | SEC ↗ |
| 23 | Cetera Investment Advisers | 57.97K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 42.56K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | LPL Financial LLC | 34.68K | — | $893,254 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 28.88K | — | $743,967 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 25.00K | — | $644,060 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Corient Private Wealth LP | 24.47K | — | $630,296 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Corient Private Wealth LP | 24.47K | — | $630,296 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 16.12K | — | $415,333 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 15.61K | -87.2% | $402,088 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 9.49K | — | $244,565 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cerity Partners LLC | 9.28K | — | $238,982 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cerity Partners LLC | 9.28K | — | $238,982 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 9.08K | +76.8% | $233,855 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 9.08K | +76.8% | $233,855 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 4.25K | — | $109,358 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 4.25K | — | $109,358 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Cwm, Llc | 2.20K | — | $57,000 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Assetmark, Inc | 738 | — | $19,011 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Citadel Advisors | $281,044 | 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): 167 持有人, 105.89M 股份, $2.69B 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
该证券的被追踪持有人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: Q4 2025 ·
方法论 ·
通过API获取此数据