SCHA
Schwab U.S. Small-Cap ETF · Financial Services · Asset Management
Señales de momentum (gestores comparables):
amplitud de titulares -4.3% ·
flujo de acciones -2.6% ·
nuevas posiciones netas -4.5%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Sei Investments Co | 14.73M | -0.2% | $428.49M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 14.59M | -15.8% | $424.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Mercer Global Advisors Inc /Adv | 2.01M | -5.4% | $58.41M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 1.87M | +27.0% | $53.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 1.60M | -8.6% | $46.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Goldman Sachs Group ✦ | 1.40M | -10.6% | $40.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | State Farm Mutual Automobile… | 985.13K | +64.8% | $28.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 941.69K | +29.2% | $27.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Wells Fargo & Company/Mn | 848.45K | -13.8% | $24.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | JPMorgan Chase ✦ | 693.92K | -19.9% | $19.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 11 | Us Bancorp \De\ | 410.30K | -2.3% | $11.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Commonwealth Equity Services, Llc | 399.21K | -0.8% | $11.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 379.34K | -12.7% | $11.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 376.92K | +20.1% | $10.96M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 15 | Truist Financial Corp | 346.73K | -0.6% | $10.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | UBS AM, a distinct business unit of… | 306.12K | +183.0% | $8.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 287.78K | -20.7% | $8.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 18 | Ameriprise Financial Inc | 252.59K | +7.0% | $7.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 184.96K | +11.4% | $5.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Pnc Financial Services Group, Inc. | 139.93K | +37.0% | $4.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 21 | American Century Companies Inc | 99.26K | +56.6% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Fifth Third Bancorp | 84.28K | +2121.5% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 80.66K | +6.5% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | Blair William & Co/Il | 77.55K | -10.6% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fisher Asset Management ✦ | 41.20K | +204.4% | $1.20M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 26 | Citigroup Inc | 39.64K | -17.1% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Northern Trust Corp | 27.67K | +89.9% | $804,643 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Franklin Resources Inc | 2.08K | 0.0% | $60,428 | 0.0% | Held | 2 | SEC ↗ ×2 |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,241 tenedores, 245.93M acciones, $7.01B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.