SCHD
Schwab U.S. Dividend Equity ETF · Financial Services · Asset Management - Income
Input momentum (manajer yang sebanding):
keluasan pemegang +30.0% ·
aliran saham +4.9% ·
posisi baru bersih +20.0%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q3 2025
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 5.39M | $177.57M | n/a | n/a |
| Q2 2026 | 83 | +5 | 369.49M | $11.73B | +7 | −3 |
| Q1 2026 | 80 | +5 | 394.19M | $11.79B | +7 | −2 |
| Q4 2025 | 75 | -4 | 386.40M | $10.59B | n/a | −4 |
| Q3 2025 | 15 | +6 | 40.19M | $1.10B | +6 | n/a |
| Q2 2025 | 6 | -2 | 881.04K | $23.35M | n/a | −2 |
| Q1 2025 | 5 | +1 | 1.53M | $42.64M | +2 | −1 |
| Q4 2024 | 4 | -2 | 255.36K | $6.98M | n/a | −2 |
| Q3 2024 | 6 | +1 | 1.29M | $109.29M | +2 | −1 |
| Q2 2024 | 5 | n/a | 197.95K | $15.39M | n/a | n/a |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 27.23M | n/a | $743.26M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 2 | JPMorgan Chase ✦ | 9.23M | n/a | $252.08M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 3 | Goldman Sachs Group ✦ | 957.64K | n/a | $26.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Marshall Wace ✦ | 655.78K | Baru | $17.90M | 0.0% | New | 1 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 474.70K | +4.5% | $12.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Citadel Advisors ✦ | 465.01K | Baru | $12.69M | 0.0% | New | 1 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 340.33K | +77.0% | $9.29M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 260.47K | Baru | $7.11M | 0.0% | New | 1 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 254.36K | +279.2% | $6.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Fisher Asset Management ✦ | 123.70K | +74.0% | $3.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | The Vanguard Group ✦ (pasif) | 63.95K | +4.1% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Two Sigma Investments ✦ | 41.94K | Baru | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasif) | 40.11K | +15.2% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Gotham Asset Management ✦ | 38.39K | Baru | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 15 | Millennium Management ✦ | 11.91K | Baru | $325,225 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 2,027 pemegang, 813.58M saham, $24.12B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.