سجل الورقة المالية · ربع مؤرشف
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Schwab U.S. Small-Cap ETF · Financial Services · Asset Management
69الحاملون المتتبعون
0Δ المساهمون
130.14Mالأسهم المحتفظ بها
$3.65Bالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم -1.0% · المراكز الجديدة الصافية 0.0% — الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 68 | +3 | 127.38M | $4.59B | +6 | −3 |
| Q1 2026 | 66 | -3 | 126.81M | $3.69B | +2 | −5 |
| Q4 2025 | 69 | 0 | 130.14M | $3.65B | +3 | −3 |
| Q3 2025 | 12 | +3 | 6.48M | $180.69M | +3 | — |
| Q2 2025 | 6 | -1 | 513.29K | $12.99M | — | −1 |
| Q1 2025 | 4 | 0 | 135.06K | $3.16M | +2 | −2 |
| Q4 2024 | 4 | +1 | 197.97K | $5.12M | +2 | −1 |
| Q3 2024 | 3 | -2 | 79.44K | $4.09M | — | −2 |
| Q2 2024 | 5 | — | 290.46K | $13.78M | — | — |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | 34.02M | — | $969.01M | 2.6% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 17.31M | — | $493.10M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 17.31M | — | $493.10M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 17.31M | — | $493.10M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 17.31M | — | $493.10M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 17.31M | — | $493.10M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Sei Investments Co | 14.76M | — | $420.34M | 0.4% | n/c | 1 | SEC ↗ |
| 8 | Creative Planning | 6.79M | — | $193.31M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Creative Planning | 6.79M | — | $193.31M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Creative Planning | 6.79M | — | $193.31M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 5.50M | — | $156.70M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Financial Engines Advisors L.L.C. | 4.84M | — | $137.88M | 0.3% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 4.41M | — | $130.87M | 0.2% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 4.02M | — | $114.59M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 4.02M | — | $114.59M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 4.02M | — | $114.59M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cerity Partners LLC | 3.76M | — | $107.00M | 0.2% | n/c | 1 | SEC ↗ |
| 18 | Cerity Partners LLC | 3.76M | — | $107.00M | 0.2% | n/c | 1 | SEC ↗ |
| 19 | Cerity Partners LLC | 3.76M | — | $107.00M | 0.2% | n/c | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 5.10M | — | $84.04M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Corient Private Wealth LP | 5.10M | — | $84.04M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Corient Private Wealth LP | 5.10M | — | $84.04M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Mariner, LLC | 2.91M | — | $82.91M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 2.91M | — | $82.91M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 2.91M | — | $82.91M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | LPL Financial LLC | 2.65M | — | $75.43M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 2.12M | — | $61.05M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 1.84M | — | $52.54M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 1.75M | -9.0% | $49.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 1.75M | -9.0% | $49.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 1.75M | -9.0% | $49.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.75M | -9.0% | $49.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 1.75M | -9.0% | $49.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 1.57M | — | $44.76M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 1.57M | — | $44.76M | 0.1% | n/c | 1 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 1.57M | — | $44.76M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 1.57M | — | $44.76M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 1.57M | — | $44.76M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Goldman Sachs Group ✦ | 1.57M | +4.3% | $44.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 1.57M | +4.3% | $44.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 1.47M | — | $41.94M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 1.47M | — | $41.94M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Focus Partners Wealth | 1.41M | — | $40.22M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Cetera Investment Advisers | 1.18M | — | $33.70M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Captrust Financial Advisors | 1.08M | — | $30.87M | 0.1% | n/c | 1 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 984.25K | — | $28.03M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 984.25K | — | $28.03M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Envestnet Asset Management Inc | 960.59K | — | $27.36M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 865.93K | -48.8% | $24.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 865.93K | -48.8% | $24.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 865.93K | -48.8% | $24.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 865.93K | -48.8% | $24.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 865.93K | -48.8% | $24.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 865.93K | -48.8% | $24.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Raymond James Financial Inc | 728.64K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Raymond James Financial Inc | 728.64K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | State Farm Mutual Automobile… | 597.92K | — | $17.03M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Lido Advisors, LLC | 450.76K | — | $12.77M | 0.1% | n/c | 1 | SEC ↗ |
| 59 | Mml Investors Services, Llc | 434.55K | — | $12.38M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Tidal Investments LLC | 420.89K | — | $11.99M | 0.1% | n/c | 1 | SEC ↗ |
| 61 | Us Bancorp \De\ | 420.15K | — | $11.97M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Us Bancorp \De\ | 420.15K | — | $11.97M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Us Bancorp \De\ | 420.15K | — | $11.97M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Commonwealth Equity Services, Llc | 402.62K | — | $11.47M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Royal Bank Of Canada | 362.72K | — | $10.33M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Royal Bank Of Canada | 362.72K | — | $10.33M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Royal Bank Of Canada | 362.72K | — | $10.33M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Royal Bank Of Canada | 362.72K | — | $10.33M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Truist Financial Corp | 348.89K | — | $9.94M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Truist Financial Corp | 348.89K | — | $9.94M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Fidelity (FMR) ✦ | 313.82K | +10.0% | $8.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Baird Financial Group, Inc. | 287.18K | — | $8.18M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Baird Financial Group, Inc. | 287.18K | — | $8.18M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Marshall Wace ✦ | 257.24K | جديد | $7.33M | 0.0% | New | 1 | SEC ↗ |
| 75 | Marshall Wace ✦ | 257.24K | جديد | $7.33M | 0.0% | New | 1 | SEC ↗ |
| 76 | Ameriprise Financial Inc | 236.13K | — | $6.73M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Rockefeller Capital Management L.P. | 207.61K | — | $5.91M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Rockefeller Capital Management L.P. | 207.61K | — | $5.91M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Cwm, Llc | 204.97K | — | $5.84M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Wealthfront Advisers LLC | 171.19K | — | $4.88M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Stifel Financial Corp | 166.05K | — | $4.73M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Stifel Financial Corp | 166.05K | — | $4.73M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Stifel Financial Corp | 166.05K | — | $4.73M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Stifel Financial Corp | 166.05K | — | $4.73M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | AQR Capital Management ✦ | 154.96K | +8.8% | $4.41M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 86 | AQR Capital Management ✦ | 154.96K | +8.8% | $4.41M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 87 | Quantinno Capital Management LP | 146.15K | — | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Susquehanna International Group, Llp | 125.82K | — | $3.58M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Susquehanna International Group, Llp | 125.82K | — | $3.58M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | UBS AM, a distinct business unit of… | 108.16K | — | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Pnc Financial Services Group, Inc. | 102.10K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Pnc Financial Services Group, Inc. | 102.10K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Pnc Financial Services Group, Inc. | 102.10K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Pnc Financial Services Group, Inc. | 102.10K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Pnc Financial Services Group, Inc. | 102.10K | — | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | BlackRock ✦ (سلبي) | 99.03K | +28.3% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | BlackRock ✦ (سلبي) | 99.03K | +28.3% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | BlackRock ✦ (سلبي) | 99.03K | +28.3% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Blair William & Co/Il | 86.75K | — | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Bank Of Montreal /Can/ | 75.73K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Marshall Wace | $7.33M | 0.0% |
| Marshall Wace | $7.33M | 0.0% |
تم الخروج
| Wellington Management | $18.02M | كان 0.0% |
| Millennium Management | $1.19M | كان 0.0% |
| Two Sigma Investments | $569,160 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 1,241 المالكون, 245.93M الأسهم, $7.01B 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: Q4 2025 ·
المنهجية ·
احصل على هذا عبر API