Catatan efek · kuartal yang diarsipkan
SCHA
Schwab U.S. Small-Cap ETF · Financial Services · Asset Management
69Pemegang yang dilacak
0Δ pemegang
130.14MSaham yang dipegang
$3.65BNilai yang dilaporkan
+3Posisi baru
−3Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham -1.0% · posisi baru bersih 0.0% · formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 2.82M | $91.99M | n/a | n/a |
| Q2 2026 | 67 | +3 | 125.76M | $4.53B | +6 | −4 |
| 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 | n/a |
| Q2 2025 | 6 | -1 | 513.29K | $12.99M | n/a | −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 | n/a | −2 |
| Q2 2024 | 5 | n/a | 290.46K | $13.78M | n/a | n/a |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | 34.02M | n/a | $969.01M | 2.6% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 17.31M | n/a | $493.10M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | Sei Investments Co | 14.76M | n/a | $420.34M | 0.4% | n/c | 1 | SEC ↗ |
| 4 | Creative Planning | 6.79M | n/a | $193.31M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 5 | Northwestern Mutual Wealth… | 5.50M | n/a | $156.70M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Financial Engines Advisors L.L.C. | 4.84M | n/a | $137.88M | 0.3% | n/c | 1 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 4.41M | n/a | $130.87M | 0.2% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 4.02M | n/a | $114.59M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Cerity Partners LLC | 3.76M | n/a | $107.00M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 10 | Corient Private Wealth LP | 5.10M | n/a | $84.04M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 11 | Mariner, LLC | 2.91M | n/a | $82.91M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 12 | LPL Financial LLC | 2.65M | n/a | $75.43M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 2.12M | n/a | $61.05M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 1.84M | n/a | $52.54M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.75M | -9.0% | $49.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 16 | Osaic Holdings, Inc. | 1.57M | n/a | $44.76M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 17 | Goldman Sachs Group ✦ | 1.57M | +4.3% | $44.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Jones Financial Companies Lllp | 1.47M | n/a | $41.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Focus Partners Wealth | 1.41M | n/a | $40.22M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 1.18M | n/a | $33.70M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 1.08M | n/a | $30.87M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 984.25K | n/a | $28.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Envestnet Asset Management Inc | 960.59K | n/a | $27.36M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 865.93K | -48.8% | $24.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 25 | Raymond James Financial Inc | 728.64K | n/a | $20.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | State Farm Mutual Automobile… | 597.92K | n/a | $17.03M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Lido Advisors, LLC | 450.76K | n/a | $12.77M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 434.55K | n/a | $12.38M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Tidal Investments LLC | 420.89K | n/a | $11.99M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 420.15K | n/a | $11.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 31 | Commonwealth Equity Services, Llc | 402.62K | n/a | $11.47M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 362.72K | n/a | $10.33M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 33 | Truist Financial Corp | 348.89K | n/a | $9.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Fidelity (FMR) ✦ | 313.82K | +10.0% | $8.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 287.18K | n/a | $8.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Marshall Wace ✦ | 257.24K | Baru | $7.33M | 0.0% | New | 1 | SEC ↗ ×2 |
| 37 | Ameriprise Financial Inc | 236.13K | n/a | $6.73M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 207.61K | n/a | $5.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Cwm, Llc | 204.97K | n/a | $5.84M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Wealthfront Advisers LLC | 171.19K | n/a | $4.88M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Stifel Financial Corp | 166.05K | n/a | $4.73M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 42 | AQR Capital Management ✦ | 154.96K | +8.8% | $4.41M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 43 | Quantinno Capital Management LP | 146.15K | n/a | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 125.82K | n/a | $3.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | UBS AM, a distinct business unit of… | 108.16K | n/a | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 102.10K | n/a | $2.91M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 47 | BlackRock ✦ (pasif) | 99.03K | +28.3% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 48 | Blair William & Co/Il | 86.75K | n/a | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 75.73K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | American Century Companies Inc | 63.37K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Citigroup Inc | 47.83K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | The Vanguard Group ✦ (pasif) | 32.98K | +24.7% | $939,359 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 53 | D. E. Shaw & Co. ✦ | 27.53K | Baru | $783,969 | 0.0% | New | 1 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 21.59K | n/a | $614,968 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Brown Advisory Inc | 17.03K | n/a | $485,071 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Hrt Financial Lp | 16.62K | n/a | $473,000 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Citadel Advisors ✦ | 16.30K | -84.5% | $464,338 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Northern Trust Corp | 14.57K | n/a | $415,068 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 59 | Fisher Asset Management ✦ | 13.54K | +8.3% | $385,478 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 60 | Neuberger Berman Group LLC | 13.45K | n/a | $382,971 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 12.29K | n/a | $350,061 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 62 | Chevy Chase Trust Holdings, LLC | 11.97K | n/a | $340,820 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Gotham Asset Management ✦ | 9.00K | Baru | $256,206 | 0.0% | New | 1 | SEC ↗ |
| 64 | Assetmark, Inc | 6.91K | n/a | $196,882 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Fifth Third Bancorp | 3.79K | n/a | $108,053 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Franklin Resources Inc | 2.08K | n/a | $59,181 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 67 | Simplex Trading, Llc | 339 | n/a | $9,654 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Qube Research & Technologies Ltd | 144 | n/a | $4,101 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Nomura Asset Management Co Ltd | 0 | n/a | $0 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Marshall Wace | $7.33M | 0.0% |
| D. E. Shaw & Co. | $783,969 | 0.0% |
| Gotham Asset Management | $256,206 | 0.0% |
Telah keluar
| Wellington Management | $18.02M | adalah 0.0% |
| Millennium Management | $1.19M | adalah 0.0% |
| Two Sigma Investments | $569,160 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 1,241 pemegang, 245.93M saham, $7.01B 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 sekuritas ini yang dilacak: 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: Q4 2025 ·
Metodologi ·
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