سجل الورقة المالية · ربع مؤرشف
SCHA
Schwab U.S. Small-Cap ETF · Financial Services · Asset Management
66الحاملون المتتبعون
-3Δ المساهمون
126.81Mالأسهم المحتفظ بها
$3.69Bالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−5الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -4.3% ·
تدفق الأسهم -2.6% ·
المراكز الجديدة الصافية -4.5%
— الصيغة
توزيع واسع — انخفاض الأسهم وتراجع عدد المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
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 · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | 36.90M | +8.5% | $1.07B | 2.8% | ▲ Add | 2 | SEC ↗ |
| 2 | Sei Investments Co | 14.73M | -0.2% | $428.49M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 14.59M | -15.8% | $424.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 14.59M | -15.8% | $424.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 14.59M | -15.8% | $424.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Creative Planning | 5.99M | -11.7% | $174.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Creative Planning | 5.99M | -11.7% | $174.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 5.80M | +5.5% | $168.78M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 5.13M | +27.5% | $149.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 5.13M | +27.5% | $149.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 5.13M | +27.5% | $149.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Financial Engines Advisors L.L.C. | 4.58M | -5.3% | $133.28M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cerity Partners LLC | 3.84M | +2.3% | $111.98M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 14 | Cerity Partners LLC | 3.84M | +2.3% | $111.98M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 15 | Cerity Partners LLC | 3.84M | +2.3% | $111.98M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 16 | Mariner, LLC | 3.39M | +16.3% | $98.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Mariner, LLC | 3.39M | +16.3% | $98.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Mariner, LLC | 3.39M | +16.3% | $98.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 2.69M | -39.0% | $79.36M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 20 | LPL Financial LLC | 2.70M | +1.8% | $78.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 2.01M | -5.4% | $58.41M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 1.84M | +17.2% | $53.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 1.84M | +17.2% | $53.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 1.84M | +17.2% | $53.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 1.84M | +17.2% | $53.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 1.87M | +27.0% | $53.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 1.87M | +27.0% | $53.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 1.78M | -3.4% | $51.84M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 1.65M | +71.8% | $47.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 1.60M | -8.6% | $46.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 1.60M | -8.6% | $46.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.60M | -8.6% | $46.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 1.40M | -10.6% | $40.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 1.40M | -10.6% | $40.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Corient Private Wealth LP | 1.38M | -72.8% | $40.14M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 36 | Focus Partners Wealth | 1.31M | -7.0% | $38.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Cetera Investment Advisers | 1.27M | +7.5% | $36.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Captrust Financial Advisors | 1.11M | +2.0% | $32.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 39 | State Farm Mutual Automobile… | 985.13K | +64.8% | $28.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Raymond James Financial Inc | 941.69K | +29.2% | $27.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Raymond James Financial Inc | 941.69K | +29.2% | $27.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 848.45K | -13.8% | $24.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 848.45K | -13.8% | $24.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 693.92K | -19.9% | $19.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 693.92K | -19.9% | $19.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 693.92K | -19.9% | $19.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 693.92K | -19.9% | $19.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 693.92K | -19.9% | $19.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Lido Advisors, LLC | 432.73K | -4.0% | $12.58M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 50 | Us Bancorp \De\ | 410.30K | -2.3% | $11.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Us Bancorp \De\ | 410.30K | -2.3% | $11.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Us Bancorp \De\ | 410.30K | -2.3% | $11.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Commonwealth Equity Services, Llc | 399.21K | -0.8% | $11.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Mml Investors Services, Llc | 379.34K | -12.7% | $11.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 376.92K | +20.1% | $10.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 376.92K | +20.1% | $10.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 376.92K | +20.1% | $10.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 352.70K | +127.6% | $10.26M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 352.70K | +127.6% | $10.26M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 60 | Truist Financial Corp | 346.73K | -0.6% | $10.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Truist Financial Corp | 346.73K | -0.6% | $10.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | UBS AM, a distinct business unit of… | 306.12K | +183.0% | $8.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Royal Bank Of Canada | 287.78K | -20.7% | $8.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Royal Bank Of Canada | 287.78K | -20.7% | $8.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Royal Bank Of Canada | 287.78K | -20.7% | $8.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Royal Bank Of Canada | 287.78K | -20.7% | $8.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Ameriprise Financial Inc | 252.59K | +7.0% | $7.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Rockefeller Capital Management L.P. | 213.08K | +2.6% | $6.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Rockefeller Capital Management L.P. | 213.08K | +2.6% | $6.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Cwm, Llc | 188.24K | -8.2% | $5.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Stifel Financial Corp | 184.96K | +11.4% | $5.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Stifel Financial Corp | 184.96K | +11.4% | $5.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Stifel Financial Corp | 184.96K | +11.4% | $5.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Wealthfront Advisers LLC | 177.43K | +3.6% | $5.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Citadel Advisors ✦ | 174.86K | +972.5% | $5.08M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 76 | Quantinno Capital Management LP | 159.77K | +9.3% | $4.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Pnc Financial Services Group, Inc. | 139.93K | +37.0% | $4.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Pnc Financial Services Group, Inc. | 139.93K | +37.0% | $4.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Pnc Financial Services Group, Inc. | 139.93K | +37.0% | $4.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Pnc Financial Services Group, Inc. | 139.93K | +37.0% | $4.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Pnc Financial Services Group, Inc. | 139.93K | +37.0% | $4.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | BlackRock ✦ (سلبي) | 121.27K | +22.5% | $3.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 83 | BlackRock ✦ (سلبي) | 121.27K | +22.5% | $3.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 84 | BlackRock ✦ (سلبي) | 121.27K | +22.5% | $3.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 85 | D. E. Shaw & Co. ✦ | 104.14K | +278.3% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | American Century Companies Inc | 99.26K | +56.6% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Fifth Third Bancorp | 84.28K | +2121.5% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Susquehanna International Group, Llp | 82.98K | -34.0% | $2.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Susquehanna International Group, Llp | 82.98K | -34.0% | $2.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Bank Of Montreal /Can/ | 80.66K | +6.5% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Bank Of Montreal /Can/ | 80.66K | +6.5% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Bank Of Montreal /Can/ | 80.66K | +6.5% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Blair William & Co/Il | 77.55K | -10.6% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | CIBC Bancorp USA Inc. | 73.91K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | CIBC Bancorp USA Inc. | 73.91K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Fisher Asset Management ✦ | 41.20K | +204.4% | $1.20M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 97 | Citigroup Inc | 39.64K | -17.1% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Baird Financial Group, Inc. | 36.25K | -87.4% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Baird Financial Group, Inc. | 36.25K | -87.4% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Northern Trust Corp | 27.67K | +89.9% | $804,643 | 0.0% | ▲ Add | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| لا يوجد مشترون جدد متابعون هذا الربع. |
تم الخروج
| Tidal Investments LLC | $11.99M | كان 0.1% |
| Marshall Wace | $7.33M | كان 0.0% |
| Hrt Financial Lp | $473,000 | كان 0.0% |
| Simplex Trading, Llc | $9,654 | كان 0.0% |
| Qube Research & Technologies… | $4,101 | 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: Q1 2026 ·
المنهجية ·
احصل على هذا عبر API