سجل الورقة المالية · ربع مؤرشف
SCHD
Schwab U.S. Dividend Equity ETF · Financial Services · Asset Management - Income
75الحاملون المتتبعون
-4Δ المساهمون
386.40Mالأسهم المحتفظ بها
$10.59Bالقيمة المُبلَّغ عنها
+0المراكز الجديدة
−4الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -5.1% ·
تدفق الأسهم -1.4% ·
المراكز الجديدة الصافية -5.3%
— الصيغة
توزيع واسع — انخفاض الأسهم وتراجع عدد المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 46.95M | — | $1.29B | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 46.95M | — | $1.29B | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 46.95M | — | $1.29B | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 46.95M | — | $1.29B | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Rakuten Investment Management, Inc. | 41.59M | — | $1.13B | 3.8% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 34.61M | — | $949.24M | 1.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 32.15M | — | $881.97M | 0.2% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 25.86M | -5.0% | $709.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 25.86M | -5.0% | $709.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 25.86M | -5.0% | $709.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 25.86M | -5.0% | $709.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 25.86M | -5.0% | $709.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 25.86M | -5.0% | $709.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 25.86M | -5.0% | $709.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 25.86M | -5.0% | $709.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 16.21M | — | $444.71M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 15.52M | — | $425.63M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 15.52M | — | $425.63M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 15.52M | — | $425.63M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 14.14M | — | $387.95M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 14.14M | — | $387.95M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 14.14M | — | $387.95M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 14.14M | — | $387.95M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 14.05M | — | $385.40M | 0.2% | n/c | 1 | SEC ↗ |
| 25 | Wealthfront Advisers LLC | 12.89M | — | $353.50M | 0.8% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 10.20M | — | $279.88M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 10.20M | — | $279.88M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 10.20M | — | $279.88M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 10.20M | — | $279.88M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 10.01M | — | $274.54M | 0.4% | n/c | 1 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 9.20M | — | $252.33M | 0.4% | n/c | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 9.20M | — | $252.33M | 0.4% | n/c | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 9.20M | — | $252.33M | 0.4% | n/c | 1 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 9.20M | — | $252.33M | 0.4% | n/c | 1 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 9.20M | — | $252.33M | 0.4% | n/c | 1 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 8.60M | — | $235.91M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 8.60M | — | $235.91M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 8.60M | — | $235.91M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 8.60M | — | $235.91M | 0.1% | n/c | 1 | SEC ↗ |
| 40 | Royal Bank Of Canada | 8.00M | — | $219.30M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Royal Bank Of Canada | 8.00M | — | $219.30M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Royal Bank Of Canada | 8.00M | — | $219.30M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Royal Bank Of Canada | 8.00M | — | $219.30M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Royal Bank Of Canada | 8.00M | — | $219.30M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Royal Bank Of Canada | 8.00M | — | $219.30M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Royal Bank Of Canada | 8.00M | — | $219.30M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Royal Bank Of Canada | 8.00M | — | $219.30M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Wealth Enhancement Advisory… | 7.69M | — | $216.09M | 0.3% | n/c | 1 | SEC ↗ |
| 49 | Cibc World Market Inc. | 7.02M | — | $192.63M | 0.3% | n/c | 1 | SEC ↗ |
| 50 | Mariner, LLC | 6.90M | — | $189.25M | 0.2% | n/c | 1 | SEC ↗ |
| 51 | Mariner, LLC | 6.90M | — | $189.25M | 0.2% | n/c | 1 | SEC ↗ |
| 52 | Mariner, LLC | 6.90M | — | $189.25M | 0.2% | n/c | 1 | SEC ↗ |
| 53 | Mariner, LLC | 6.90M | — | $189.25M | 0.2% | n/c | 1 | SEC ↗ |
| 54 | Mml Investors Services, Llc | 6.30M | — | $172.76M | 0.4% | n/c | 1 | SEC ↗ |
| 55 | Cwm, Llc | 5.51M | — | $151.00M | 0.4% | n/c | 1 | SEC ↗ |
| 56 | Cerity Partners LLC | 5.43M | — | $149.02M | 0.2% | n/c | 1 | SEC ↗ |
| 57 | Cerity Partners LLC | 5.43M | — | $149.02M | 0.2% | n/c | 1 | SEC ↗ |
| 58 | Cerity Partners LLC | 5.43M | — | $149.02M | 0.2% | n/c | 1 | SEC ↗ |
| 59 | HighTower Advisors, LLC | 5.41M | — | $148.45M | 0.2% | n/c | 1 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 5.29M | -42.7% | $145.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 5.29M | -42.7% | $145.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 5.29M | -42.7% | $145.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 5.29M | -42.7% | $145.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 5.29M | -42.7% | $145.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 5.29M | -42.7% | $145.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Creative Planning | 4.29M | — | $117.72M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | Creative Planning | 4.29M | — | $117.72M | 0.1% | n/c | 1 | SEC ↗ |
| 68 | Truist Financial Corp | 3.87M | — | $106.20M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | Truist Financial Corp | 3.87M | — | $106.20M | 0.1% | n/c | 1 | SEC ↗ |
| 70 | Jones Financial Companies Lllp | 3.15M | — | $86.33M | 0.1% | n/c | 1 | SEC ↗ |
| 71 | Jones Financial Companies Lllp | 3.15M | — | $86.33M | 0.1% | n/c | 1 | SEC ↗ |
| 72 | Fifth Third Bancorp | 2.55M | — | $69.95M | 0.2% | n/c | 1 | SEC ↗ |
| 73 | Stifel Financial Corp | 2.25M | — | $61.68M | 0.1% | n/c | 1 | SEC ↗ |
| 74 | Stifel Financial Corp | 2.25M | — | $61.68M | 0.1% | n/c | 1 | SEC ↗ |
| 75 | Stifel Financial Corp | 2.25M | — | $61.68M | 0.1% | n/c | 1 | SEC ↗ |
| 76 | Stifel Financial Corp | 2.25M | — | $61.68M | 0.1% | n/c | 1 | SEC ↗ |
| 77 | Baird Financial Group, Inc. | 2.12M | — | $58.02M | 0.1% | n/c | 1 | SEC ↗ |
| 78 | Baird Financial Group, Inc. | 2.12M | — | $58.02M | 0.1% | n/c | 1 | SEC ↗ |
| 79 | Mercer Global Advisors Inc /Adv | 1.79M | — | $50.34M | 0.1% | n/c | 1 | SEC ↗ |
| 80 | Corient Private Wealth LP | 1.66M | — | $45.47M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Corient Private Wealth LP | 1.66M | — | $45.47M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Corient Private Wealth LP | 1.66M | — | $45.47M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Captrust Financial Advisors | 1.62M | — | $44.35M | 0.1% | n/c | 1 | SEC ↗ |
| 84 | D. E. Shaw & Co. ✦ | 1.58M | +520.8% | $43.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 85 | Focus Partners Wealth | 1.57M | — | $42.99M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Lido Advisors, LLC | 1.20M | — | $32.85M | 0.1% | n/c | 1 | SEC ↗ |
| 87 | Blair William & Co/Il | 1.09M | — | $29.99M | 0.1% | n/c | 1 | SEC ↗ |
| 88 | Mirae Asset Global Investments Co.… | 846.96K | — | $23.23M | 0.1% | n/c | 1 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 833.38K | — | $22.86M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 833.38K | — | $22.86M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 833.38K | — | $22.86M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 833.38K | — | $22.86M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Citigroup Inc | 660.62K | — | $18.12M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Fidelity (FMR) ✦ | 582.87K | +22.8% | $15.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Fidelity (FMR) ✦ | 582.87K | +22.8% | $15.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Goldman Sachs Group ✦ | 532.35K | -44.4% | $14.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Goldman Sachs Group ✦ | 532.35K | -44.4% | $14.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Rockefeller Capital Management L.P. | 523.83K | — | $14.37M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Rockefeller Capital Management L.P. | 523.83K | — | $14.37M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | AQR Capital Management ✦ | 478.24K | +40.5% | $13.12M | 0.0% | ▲ Add | 7 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| لا يوجد مشترون جدد متابعون هذا الربع. |
تم الخروج
| Marshall Wace | $17.90M | كان 0.0% |
| Citadel Advisors | $12.69M | كان 0.0% |
| Renaissance Technologies | $7.11M | كان 0.0% |
| Two Sigma Investments | $1.14M | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 2,027 المالكون, 813.58M الأسهم, $24.12B 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: Q4 2025 ·
المنهجية ·
احصل على هذا عبر API