Registro do valor mobiliário · trimestre arquivado
SCHA
Schwab U.S. Small-Cap ETF · Financial Services · Asset Management
66Detentores rastreados
-3Δ titulares
126.81MAções mantidas
$3.69BValor reportado
+2Novas posições
−5Saídas
Dados de momentum (gestores comparáveis):
amplitude de detentores -4.3% ·
fluxo de ações -2.6% ·
novas posições líquidas -4.5%
— fórmula
Distribuição ampla — queda de ações e redução do número de detentores
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q1 2026
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| 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 | — | — |
Quem detém · Q1 2026
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (passivo) | 121.27K | +22.5% | $3.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 83 | BlackRock ✦ (passivo) | 121.27K | +22.5% | $3.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 84 | BlackRock ✦ (passivo) | 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 ↗ |
"Peso do gestor" = a participação da posição no valor total de ações 13F reportado pelo gestor — a medida de convicção. ✦ = gestor curado.
Novos compradores
| Nenhum novo comprador rastreado neste trimestre. |
Encerrado
| Tidal Investments LLC | $11.99M | era 0.1% |
| Marshall Wace | $7.33M | era 0.0% |
| Hrt Financial Lp | $473,000 | era 0.0% |
| Simplex Trading, Llc | $9,654 | era 0.0% |
| Qube Research & Technologies… | $4,101 | era 0.0% |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 1,241 detentores, 245.93M ações, $7.01B reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
Frequentemente detidos em conjunto
O que os detentores rastreados deste título mais frequentemente também detêm — contagens de participação compartilhada, não relações fundamentais.
Proveniência: Participação a partir de posições em ações ordinárias de 13F analisadas (universo rastreado, conjuntos comparáveis para variações); linhas de insiders dos Formulários 3/4/5; participações dos Schedules 13D/13G; cada filing está vinculado ao original no SEC EDGAR.
Período de referência: Q1 2026 ·
Metodologia ·
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