SCHD
Schwab U.S. Dividend Equity ETF · Financial Services · Asset Management - Income
मोमेंटम इनपुट (तुलनीय प्रबंधक):
धारक व्यापकता -5.1% ·
शेयर प्रवाह -1.4% ·
नई शुद्ध पोजीशन -5.3%
· सूत्र
व्यापक वितरण: घटते शेयर और कम होल्डर्स
सभी स्वामित्व आँकड़े: केवल ट्रैक किए गए 13F मैनेजर, सामान्य-स्टॉक पोजीशन, रिपोर्टिंग अवधि Q4 2025
| तिमाही | होल्डर | Δ | शेयर | रिपोर्ट किया गया मूल्य | नया | एग्जिट |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 5.75M | $189.21M | n/a | n/a |
| 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 | 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 |
| # | मैनेजर | शेयर | Δ शेयर | वैल्यू | उनका वेट | होल्ड किया गया | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 46.95M | n/a | $1.29B | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 2 | Rakuten Investment Management, Inc. | 41.59M | n/a | $1.13B | 3.8% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 34.61M | n/a | $949.24M | 1.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 32.15M | n/a | $881.97M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 25.86M | -5.0% | $709.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 6 | Envestnet Asset Management Inc | 16.21M | n/a | $444.71M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 15.52M | n/a | $425.63M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 8 | UBS Group AG | 14.14M | n/a | $387.95M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 9 | Northwestern Mutual Wealth… | 14.05M | n/a | $385.40M | 0.2% | n/c | 1 | SEC ↗ |
| 10 | Wealthfront Advisers LLC | 12.89M | n/a | $353.50M | 0.8% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 10.20M | n/a | $279.88M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 12 | Commonwealth Equity Services, Llc | 10.01M | n/a | $274.54M | 0.4% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 9.20M | n/a | $252.33M | 0.4% | n/c | 1 | SEC ↗ ×5 |
| 14 | Ameriprise Financial Inc | 8.60M | n/a | $235.91M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 15 | Royal Bank Of Canada | 8.00M | n/a | $219.30M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 16 | Wealth Enhancement Advisory… | 7.69M | n/a | $216.09M | 0.3% | n/c | 1 | SEC ↗ |
| 17 | Cibc World Market Inc. | 7.02M | n/a | $192.63M | 0.3% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 6.90M | n/a | $189.25M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 19 | Mml Investors Services, Llc | 6.30M | n/a | $172.76M | 0.4% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 5.51M | n/a | $151.00M | 0.4% | n/c | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 5.43M | n/a | $149.02M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 22 | HighTower Advisors, LLC | 5.41M | n/a | $148.45M | 0.2% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 5.29M | -42.7% | $145.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 24 | Creative Planning | 4.29M | n/a | $117.72M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 25 | Truist Financial Corp | 3.87M | n/a | $106.20M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 26 | Jones Financial Companies Lllp | 3.15M | n/a | $86.33M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 27 | Fifth Third Bancorp | 2.55M | n/a | $69.95M | 0.2% | n/c | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 2.25M | n/a | $61.68M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 29 | Baird Financial Group, Inc. | 2.12M | n/a | $58.02M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 30 | Mercer Global Advisors Inc /Adv | 1.79M | n/a | $50.34M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Corient Private Wealth LP | 1.66M | n/a | $45.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | Captrust Financial Advisors | 1.62M | n/a | $44.35M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | D. E. Shaw & Co. ✦ | 1.58M | +520.8% | $43.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Focus Partners Wealth | 1.57M | n/a | $42.99M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Lido Advisors, LLC | 1.20M | n/a | $32.85M | 0.1% | n/c | 1 | SEC ↗ |
| 36 | Blair William & Co/Il | 1.09M | n/a | $29.99M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Mirae Asset Global Investments Co.… | 846.96K | n/a | $23.23M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 833.38K | n/a | $22.86M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 39 | Citigroup Inc | 660.62K | n/a | $18.12M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 582.87K | +22.8% | $15.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 41 | Goldman Sachs Group ✦ | 532.35K | -44.4% | $14.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | Rockefeller Capital Management L.P. | 523.83K | n/a | $14.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | AQR Capital Management ✦ | 478.24K | +40.5% | $13.12M | 0.0% | ▲ Add | 7 | SEC ↗ ×3 |
| 44 | Assetmark, Inc | 391.54K | n/a | $10.74M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bnp Paribas Financial Markets | 337.50K | n/a | $9.26M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Millennium Management ✦ | 330.09K | +2670.8% | $9.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Sumitomo Mitsui Trust Group, Inc. | 298.00K | n/a | $8.17M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Hrt Financial Lp | 278.60K | n/a | $7.64M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Northern Trust Corp | 240.37K | n/a | $6.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | Brown Advisory Inc | 227.54K | n/a | $6.24M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 51 | Quantinno Capital Management LP | 185.48K | n/a | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Sei Investments Co | 182.95K | n/a | $5.02M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Us Bancorp \De\ | 163.88K | n/a | $4.50M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 54 | Neuberger Berman Group LLC | 111.77K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 111.40K | n/a | $3.06M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 56 | Pnc Financial Services Group, Inc. | 109.54K | n/a | $3.00M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 57 | BlackRock ✦ (निष्क्रिय) | 81.83K | +104.0% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 58 | Financial Engines Advisors L.L.C. | 79.50K | n/a | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Balyasny Asset Management L.P. | 69.91K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | The Vanguard Group ✦ (निष्क्रिय) | 65.10K | +1.8% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 61 | Fisher Asset Management ✦ | 56.23K | -54.5% | $1.54M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 62 | Empower Advisory Group, LLC | 51.77K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | UBS AM, a distinct business unit of… | 49.58K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | National Bank Of Canada /Fi/ | 43.98K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | First Manhattan Co. Llc. | 40.43K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Gotham Asset Management ✦ | 38.39K | 0.0% | $1.05M | 0.0% | Held | 2 | SEC ↗ |
| 67 | Manufacturers Life Insurance… | 32.20K | n/a | $883,191 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 27.87K | n/a | $764,593 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Federated Hermes, Inc. | 23.49K | n/a | $644,331 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Allspring Global Investments… | 15.53K | n/a | $433,175 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | 1832 Asset Management L.P. | 15.04K | n/a | $412,437 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | TD Waterhouse Canada Inc. | 9.10K | n/a | $249,704 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Qube Research & Technologies Ltd | 8.71K | n/a | $238,998 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Kayne Anderson Rudnick Investment… | 7.04K | n/a | $193,126 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Franklin Resources Inc | 4.25K | n/a | $116,467 | 0.0% | n/c | 1 | SEC ↗ ×2 |
"Their weight" = प्रबंधक के रिपोर्ट किए गए 13F इक्विटी मूल्य में उस पोज़िशन की हिस्सेदारी: conviction का माप। ✦ = curated manager।
नए खरीदार
| इस तिमाही कोई नया ट्रैक किया गया खरीदार नहीं। |
बाहर निकला
| Marshall Wace | $17.90M | था 0.0% |
| Citadel Advisors | $12.69M | था 0.0% |
| Renaissance Technologies | $7.11M | था 0.0% |
| Two Sigma Investments | $1.14M | था 0.0% |
पूर्ण-बाज़ार संदर्भ: सभी 13F फाइलरों में (SEC संरचित डेटा, Q1 2026): 2,027 धारक, 813.58M शेयर, $24.12B रिपोर्ट किया गया. यह ट्रैक किए गए यूनिवर्स के उपरोक्त आंकड़ों से भिन्न, पुरानी अवधि है और दोनों को कभी मिश्रित नहीं किया जाता।
इस सिक्योरिटी के ट्रैक किए गए धारक और क्या सबसे अधिक सामान्यतः रखते हैं: साझा स्वामित्व की गिनती, मौलिक संबंध नहीं।