Запись по ценной бумаге · архивный квартал
SCHB
Schwab U.S. Broad Market ETF · Financial Services · Asset Management
70Отслеживаемые держатели
+2Δ держателей
185.74MАкций в держании
$5.37BОтчётная стоимость
+3Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +2.9% ·
поток акций +0.4% ·
новые чистые позиции +2.9%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 70 | +2 | 185.74M | $5.37B | +3 | −1 |
| Q1 2026 | 69 | +1 | 186.78M | $4.68B | +5 | −4 |
| Q4 2025 | 68 | 0 | 131.21M | $3.44B | — | — |
| Q3 2025 | 10 | -1 | 8.65M | $222.33M | — | −1 |
| Q2 2025 | 8 | +2 | 1.88M | $44.78M | +2 | — |
| Q1 2025 | 3 | -1 | 305.60K | $6.58M | — | −1 |
| Q4 2024 | 4 | +2 | 777.21K | $17.64M | +3 | −1 |
| Q3 2024 | 2 | -1 | 91.67K | $6.10M | +1 | −2 |
| Q2 2024 | 3 | — | 100.74K | $6.33M | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 51.44M | -2.1% | $1.49B | 2.9% | ▼ Trim | 3 | SEC ↗ |
| 2 | UBS Group AG | 48.93M | +0.9% | $1.42B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 48.93M | +0.9% | $1.42B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 48.93M | +0.9% | $1.42B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 48.93M | +0.9% | $1.42B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS AM, a distinct business unit of… | 11.43M | -3.5% | $330.95M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 9.30M | +3.7% | $269.19M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 8 | Mariner, LLC | 4.68M | -6.3% | $135.64M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Mariner, LLC | 4.68M | -6.3% | $135.64M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 10 | Captrust Financial Advisors | 3.65M | -9.7% | $105.83M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 3.46M | +2.6% | $100.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 3.46M | +2.6% | $100.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 3.46M | +2.6% | $100.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 3.46M | +2.6% | $100.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Creative Planning | 3.30M | +3.2% | $95.58M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Creative Planning | 3.30M | +3.2% | $95.58M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Quantinno Capital Management LP | 3.09M | +10.9% | $89.41M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | LPL Financial LLC | 2.97M | +2.2% | $86.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 2.97M | +12.6% | $84.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 2.88M | 0.0% | $83.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 2.88M | 0.0% | $83.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 2.88M | 0.0% | $83.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 2.88M | 0.0% | $83.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Brown Advisory Inc | 2.72M | +0.3% | $78.72M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Brown Advisory Inc | 2.72M | +0.3% | $78.72M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 2.54M | -20.6% | $73.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 2.54M | -20.6% | $73.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 2.54M | -20.6% | $73.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 2.50M | +7.8% | $70.61M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 2.39M | +15.9% | $69.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 2.39M | +15.9% | $69.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 2.39M | +15.9% | $69.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 2.39M | +15.9% | $69.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Focus Partners Wealth | 2.38M | -10.2% | $69.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 2.20M | -13.2% | $63.67M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 36 | Cerity Partners LLC | 1.65M | +27.1% | $47.92M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 37 | Cerity Partners LLC | 1.65M | +27.1% | $47.92M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 38 | Cerity Partners LLC | 1.65M | +27.1% | $47.92M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 39 | Cerity Partners LLC | 1.65M | +27.1% | $47.92M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 40 | Truist Financial Corp | 1.65M | +0.5% | $47.72M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 41 | Truist Financial Corp | 1.65M | +0.5% | $47.72M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 1.45M | +34.5% | $41.86M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 1.45M | +34.5% | $41.86M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 44 | Goldman Sachs Group ✦ | 1.38M | +0.1% | $40.06M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Goldman Sachs Group ✦ | 1.38M | +0.1% | $40.06M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | Goldman Sachs Group ✦ | 1.38M | +0.1% | $40.06M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 1.21M | +13.4% | $35.07M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 1.21M | +13.4% | $35.07M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 1.21M | +13.4% | $35.07M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 50 | Raymond James Financial Inc | 1.16M | +5.2% | $33.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Raymond James Financial Inc | 1.16M | +5.2% | $33.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 1.11M | -7.4% | $31.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 1.11M | -7.4% | $31.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 1.11M | -7.4% | $31.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 1.11M | -7.4% | $31.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 1.11M | -7.4% | $31.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 1.11M | -7.4% | $31.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Corient Private Wealth LP | 1.08M | +24.3% | $31.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Envestnet Asset Management Inc | 969.88K | +11.8% | $28.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Alliancebernstein L.P. | 1.03M | +8.3% | $25.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Lido Advisors, LLC | 886.78K | +4.8% | $25.68M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 62 | Assetmark, Inc | 868.20K | +9.7% | $25.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Osaic Holdings, Inc. | 845.59K | +0.1% | $24.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Osaic Holdings, Inc. | 845.59K | +0.1% | $24.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Osaic Holdings, Inc. | 845.59K | +0.1% | $24.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Osaic Holdings, Inc. | 845.59K | +0.1% | $24.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Commonwealth Equity Services, Llc | 717.53K | +5.7% | $20.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Ameriprise Financial Inc | 715.21K | +25.4% | $20.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Ameriprise Financial Inc | 715.21K | +25.4% | $20.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Stifel Financial Corp | 546.28K | -1.7% | $15.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Stifel Financial Corp | 546.28K | -1.7% | $15.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Northwestern Mutual Wealth… | 487.66K | -0.9% | $14.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Northern Trust Corp | 482.53K | +32.1% | $13.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Empower Advisory Group, LLC | 448.37K | -0.6% | $12.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | BlackRock ✦ (пассивный) | 445.68K | +40.5% | $12.91M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 76 | BlackRock ✦ (пассивный) | 445.68K | +40.5% | $12.91M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 77 | Charles Schwab Investment… | 420.62K | -1.8% | $12.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Rockefeller Capital Management L.P. | 386.91K | +12.7% | $11.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Rockefeller Capital Management L.P. | 386.91K | +12.7% | $11.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Cetera Investment Advisers | 376.75K | +3.2% | $10.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Jane Street Group, Llc | 345.91K | 0.0% | $10.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Pnc Financial Services Group, Inc. | 280.85K | +73.1% | $8.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Pnc Financial Services Group, Inc. | 280.85K | +73.1% | $8.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Chevy Chase Trust Holdings, LLC | 238.66K | 0.0% | $6.91M | 0.0% | Held | 3 | SEC ↗ |
| 85 | Financial Engines Advisors L.L.C. | 233.81K | -0.7% | $6.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Blair William & Co/Il | 221.88K | +10.6% | $6.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Us Bancorp \De\ | 188.60K | +5.0% | $5.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Us Bancorp \De\ | 188.60K | +5.0% | $5.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | CIBC Bancorp USA Inc. | 137.88K | -0.4% | $3.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | CIBC Bancorp USA Inc. | 137.88K | -0.4% | $3.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 125.31K | +56.5% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 125.31K | +56.5% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Bank Of Montreal /Can/ | 121.67K | -0.2% | $3.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Bank Of Montreal /Can/ | 121.67K | -0.2% | $3.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Bank Of Montreal /Can/ | 121.67K | -0.2% | $3.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Bank Of Montreal /Can/ | 121.67K | -0.2% | $3.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Mml Investors Services, Llc | 121.35K | +155.1% | $3.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Baird Financial Group, Inc. | 83.42K | +0.3% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Baird Financial Group, Inc. | 83.42K | +0.3% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Fifth Third Bancorp | 77.90K | +32.6% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Hrt Financial Lp | $1.48M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,300 держатели, 593.70M акции, $12.27B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q2 2026 ·
Методология ·
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