Catatan efek
SCHA
Schwab U.S. Small-Cap ETF · Financial Services · Asset Management
67Pemegang yang dilacak
+3Δ pemegang
125.76MSaham yang dipegang
$4.53BNilai yang dilaporkan
+6Posisi baru
−4Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +4.7% ·
aliran saham +0.7% ·
posisi baru bersih +3.0%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 ✦ (pasif) | 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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $20,160 | 0.0% | New | 1 | SEC ↗ |
| 66 | Allspring Global Investments… | 53 | Baru | $1,855 | 0.0% | New | 1 | SEC ↗ |
| 67 | Nomura Asset Management Co Ltd | 0 | — | $0 | 0.0% | Held | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| HighTower Advisors, LLC | $51.84M | adalah 0.1% |
| Citadel Advisors | $5.08M | adalah 0.0% |
| D. E. Shaw & Co. | $3.03M | adalah 0.0% |
| Bnp Paribas Financial Markets | $582 | 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 efek ini yang dilacak — berdasarkan 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: Q2 2026 ·
Metodologi ·
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