证券记录 · 已归档季度
SCMB
Schwab Municipal Bond ETF · Financial Services · Asset Management - Bonds
38被追踪持有人
+9Δ持有人
95.60M持有股份
$2.44B报告持仓市值
+11新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 +30.0% ·
净新建仓位 +20.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 |
|---|---|---|---|---|---|---|
| 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 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 66.31M | +1.1% | $1.69B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 21.96M | +3354.2% | $559.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 21.96M | +3354.2% | $559.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 21.96M | +3354.2% | $559.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 2.98M | +41.6% | $75.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 2.98M | +41.6% | $75.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 868.53K | 新增 | $22.13M | 0.0% | New | 1 | SEC ↗ |
| 8 | Creative Planning | 748.84K | +1659.3% | $19.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 726.39K | +400.8% | $18.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 328.20K | -33.0% | $8.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Quantinno Capital Management LP | 300.66K | +214.3% | $7.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 281.42K | +35.1% | $7.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 138.47K | +1.8% | $3.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 135.92K | +6.7% | $3.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 88.35K | +5.5% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 88.35K | +5.5% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Captrust Financial Advisors | 80.97K | +10.3% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 72.71K | 新增 | $1.85M | 0.0% | New | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 67.60K | +16.6% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 65.11K | +10.8% | $1.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Mariner, LLC | 63.17K | -1.6% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mariner, LLC | 63.17K | -1.6% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mariner, LLC | 63.17K | -1.6% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 53.05K | -20.6% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 53.05K | -20.6% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 51.42K | -67.2% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 51.42K | -67.2% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 45.88K | +83.5% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | LPL Financial LLC | 42.35K | +22.1% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Renaissance Technologies ✦ | 39.80K | 新增 | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 38.07K | +31.8% | $970,044 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 20.98K | 新增 | $534,494 | 0.0% | New | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 20.75K | 新增 | $528,637 | 0.0% | New | 1 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 20.52K | +27.3% | $522,937 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Corient Private Wealth LP | 12.56K | -48.6% | $320,149 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Hrt Financial Lp | 12.42K | 新增 | $316,000 | 0.0% | New | 1 | SEC ↗ |
| 37 | Focus Partners Wealth | 10.05K | 新增 | $256,101 | 0.0% | New | 1 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 8.62K | -9.2% | $219,765 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 5.70K | -37.2% | $145,134 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 5.70K | -37.2% | $145,134 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Cwm, Llc | 2.81K | +27.6% | $71,522 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Assetmark, Inc | 1.03K | +39.7% | $26,270 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 846 | -80.1% | $21,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 846 | -80.1% | $21,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 749 | 新增 | $19,077 | 0.0% | New | 1 | SEC ↗ |
| 46 | UBS Group AG | 287 | 新增 | $7,312 | 0.0% | New | 1 | SEC ↗ |
| 47 | UBS Group AG | 287 | 新增 | $7,312 | 0.0% | New | 1 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 134 | 新增 | $3,414 | 0.0% | New | 1 | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 111 | 新增 | $2,828 | 0.0% | New | 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
| Jane Street Group, Llc | $22.13M | 0.0% |
| Susquehanna International… | $1.85M | 0.0% |
| Renaissance Technologies | $1.01M | 0.0% |
| Citadel Advisors | $534,494 | 0.0% |
| Fidelity (FMR) | $528,637 | 0.0% |
| Hrt Financial Lp | $316,000 | 0.0% |
| Focus Partners Wealth | $256,101 | 0.0% |
| Bank Of Montreal /Can/ | $19,077 | 0.0% |
| UBS Group AG | $7,312 | 0.0% |
| UBS Group AG | $7,312 | 0.0% |
| UBS AM, a distinct business… | $3,414 | 0.0% |
| Rockefeller Capital… | $2,828 | 0.0% |
已清仓
| Goldman Sachs Group | $402,088 | 曾为 0.0% |
| Cerity Partners LLC | $238,982 | 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: Q1 2026 ·
方法论 ·
通过API获取此数据