سجل الورقة المالية
SCHA
Schwab U.S. Small-Cap ETF · Financial Services · Asset Management
67الحاملون المتتبعون
+3Δ المساهمون
125.76Mالأسهم المحتفظ بها
$4.53Bالقيمة المُبلَّغ عنها
+6المراكز الجديدة
−4الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +4.7% ·
تدفق الأسهم +0.7% ·
المراكز الجديدة الصافية +3.0%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — |
| 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 · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | 37.70M | +2.1% | $1.36B | 3.2% | ▲ Add | 3 | SEC ↗ |
| 2 | Sei Investments Co | 13.91M | -5.6% | $502.53M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 13.75M | -5.7% | $496.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Northwestern Mutual Wealth… | 6.10M | +5.1% | $220.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Creative Planning | 5.87M | -2.0% | $212.22M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | UBS Group AG | 5.17M | +0.8% | $186.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Financial Engines Advisors L.L.C. | 4.19M | -8.6% | $151.42M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cerity Partners LLC | 4.00M | +4.1% | $136.17M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 9 | Mariner, LLC | 3.29M | -2.9% | $118.81M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Wealth Enhancement Advisory… | 2.79M | +3.7% | $97.36M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 2.64M | -2.1% | $95.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 2.11M | +13.1% | $75.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Mercer Global Advisors Inc /Adv | 2.03M | +1.1% | $73.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 1.90M | +3.1% | $68.66M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 15 | Envestnet Asset Management Inc | 1.68M | +1.6% | $60.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Focus Partners Wealth | 1.67M | +27.0% | $60.26M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 1.60M | -0.2% | $57.77M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 18 | Cetera Investment Advisers | 1.33M | +4.6% | $48.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | State Farm Mutual Automobile… | 1.31M | +33.3% | $47.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Corient Private Wealth LP | 1.26M | -9.1% | $45.50M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | Captrust Financial Advisors | 1.14M | +3.3% | $41.29M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 935.40K | -0.7% | $33.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Wells Fargo & Company/Mn | 869.76K | +2.5% | $31.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Goldman Sachs Group ✦ | 830.68K | -40.7% | $30.01M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 25 | Susquehanna International Group, Llp | 782.02K | +842.4% | $28.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Two Sigma Investments ✦ | 546.80K | جديد | $19.76M | 0.0% | New | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 502.63K | -27.6% | $17.93M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 28 | AQR Capital Management ✦ | 465.60K | +32.0% | $16.82M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 29 | Mml Investors Services, Llc | 428.31K | +12.9% | $15.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Lido Advisors, LLC | 416.41K | -3.8% | $15.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 415.33K | +10.2% | $15.01M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 32 | Us Bancorp \De\ | 410.91K | +0.1% | $14.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 33 | Royal Bank Of Canada | 407.94K | +41.8% | $14.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 34 | Commonwealth Equity Services, Llc | 373.25K | -6.5% | $13.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Truist Financial Corp | 346.76K | 0.0% | $12.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | Ameriprise Financial Inc | 321.12K | +27.1% | $11.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Stifel Financial Corp | 257.95K | +39.5% | $9.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 38 | Quantinno Capital Management LP | 255.49K | +59.9% | $9.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 213.70K | +0.3% | $7.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | Northern Trust Corp | 205.46K | +642.5% | $7.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 41 | BlackRock ✦ (سلبي) | 188.31K | +55.3% | $6.80M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 42 | Wealthfront Advisers LLC | 181.80K | +2.5% | $6.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 159.28K | +13.8% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 44 | Tidal Investments LLC | 105.00K | جديد | $3.79M | 0.0% | New | 1 | SEC ↗ |
| 45 | Blair William & Co/Il | 101.44K | +30.8% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Fifth Third Bancorp | 86.07K | +2.1% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 77.09K | -4.4% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 48 | Hrt Financial Lp | 76.93K | جديد | $2.78M | 0.0% | New | 1 | SEC ↗ |
| 49 | CIBC Bancorp USA Inc. | 75.43K | +2.1% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | Jane Street Group, Llc | 42.00K | +142.3% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Citigroup Inc | 39.24K | -1.0% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Baird Financial Group, Inc. | 34.31K | -5.3% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 53 | Nuveen, LLC | 30.13K | جديد | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 19.88K | +56.1% | $718,223 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 55 | Brown Advisory Inc | 17.79K | +5.0% | $642,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Fisher Asset Management ✦ | 16.20K | -60.7% | $585,282 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 57 | American Century Companies Inc | 14.00K | -85.9% | $505,856 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Neuberger Berman Group LLC | 13.07K | -2.8% | $472,183 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Chevy Chase Trust Holdings, LLC | 10.79K | -6.6% | $389,770 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Russell Investments Group, Ltd. | 10.66K | -22.6% | $385,123 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Assetmark, Inc | 9.86K | +29.6% | $356,170 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Gotham Asset Management ✦ | 9.00K | 0.0% | $325,025 | 0.0% | Held | 3 | SEC ↗ |
| 63 | UBS AM, a distinct business unit of… | 7.08K | -97.7% | $255,837 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Franklin Resources Inc | 2.21K | +6.3% | $79,775 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | Simplex Trading, Llc | 558 | جديد | $20,160 | 0.0% | New | 1 | SEC ↗ |
| 66 | Allspring Global Investments… | 53 | جديد | $1,855 | 0.0% | New | 1 | SEC ↗ |
| 67 | Nomura Asset Management Co Ltd | 0 | — | $0 | 0.0% | Held | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Two Sigma Investments | $19.76M | 0.0% |
| Tidal Investments LLC | $3.79M | 0.0% |
| Hrt Financial Lp | $2.78M | 0.0% |
| Nuveen, LLC | $1.09M | 0.0% |
| Simplex Trading, Llc | $20,160 | 0.0% |
| Allspring Global Investments… | $1,855 | 0.0% |
تم الخروج
| HighTower Advisors, LLC | $51.84M | كان 0.1% |
| Citadel Advisors | $5.08M | كان 0.0% |
| D. E. Shaw & Co. | $3.03M | كان 0.0% |
| Bnp Paribas Financial Markets | $582 | 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: Q2 2026 ·
المنهجية ·
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