SCHD
Schwab U.S. Dividend Equity ETF · Financial Services · Asset Management - Income
Données momentum (gérants comparables) :
étendue des détenteurs +30.0% ·
flux d'actions +4.9% ·
nouvelles positions nettes +20.0%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 84 | +5 | 374.72M | $11.90B | +7 | −2 |
| Q1 2026 | 80 | +5 | 394.19M | $11.79B | +7 | −2 |
| Q4 2025 | 75 | -4 | 386.40M | $10.59B | — | −4 |
| Q3 2025 | 15 | +6 | 40.19M | $1.10B | +6 | — |
| Q2 2025 | 6 | -2 | 881.04K | $23.35M | — | −2 |
| Q1 2025 | 5 | +1 | 1.53M | $42.64M | +2 | −1 |
| Q4 2024 | 4 | -2 | 255.36K | $6.98M | — | −2 |
| Q3 2024 | 6 | +1 | 1.29M | $109.29M | +2 | −1 |
| Q2 2024 | 5 | — | 197.95K | $15.39M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 27.23M | — | $743.26M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 27.23M | — | $743.26M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 27.23M | — | $743.26M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 27.23M | — | $743.26M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 27.23M | — | $743.26M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 27.23M | — | $743.26M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 27.23M | — | $743.26M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 27.23M | — | $743.26M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 9.23M | — | $252.08M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 9.23M | — | $252.08M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 9.23M | — | $252.08M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 9.23M | — | $252.08M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 9.23M | — | $252.08M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 9.23M | — | $252.08M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 9.23M | — | $252.08M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 9.23M | — | $252.08M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 9.23M | — | $252.08M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 9.23M | — | $252.08M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 9.23M | — | $252.08M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 9.23M | — | $252.08M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 957.64K | — | $26.14M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 957.64K | — | $26.14M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Marshall Wace ✦ | 655.78K | Nouveau | $17.90M | 0.0% | New | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 474.70K | +4.5% | $12.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 474.70K | +4.5% | $12.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 474.70K | +4.5% | $12.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 465.01K | Nouveau | $12.69M | 0.0% | New | 1 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 340.33K | +77.0% | $9.29M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 29 | Renaissance Technologies ✦ | 260.47K | Nouveau | $7.11M | 0.0% | New | 1 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 254.36K | +279.2% | $6.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Fisher Asset Management ✦ | 123.70K | +74.0% | $3.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 32 | The Vanguard Group ✦ (passif) | 63.95K | +4.1% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | The Vanguard Group ✦ (passif) | 63.95K | +4.1% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Two Sigma Investments ✦ | 41.94K | Nouveau | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 35 | BlackRock ✦ (passif) | 40.11K | +15.2% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | BlackRock ✦ (passif) | 40.11K | +15.2% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | BlackRock ✦ (passif) | 40.11K | +15.2% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Gotham Asset Management ✦ | 38.39K | Nouveau | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 39 | Millennium Management ✦ | 11.91K | Nouveau | $325,225 | 0.0% | New | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Marshall Wace | $17.90M | 0.0% |
| Citadel Advisors | $12.69M | 0.0% |
| Renaissance Technologies | $7.11M | 0.0% |
| Two Sigma Investments | $1.14M | 0.0% |
| Gotham Asset Management | $1.05M | 0.0% |
| Millennium Management | $325,225 | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 2,027 détenteurs, 813.58M actions, $24.12B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.