Catatan efek · kuartal yang diarsipkan
SCHD
Schwab U.S. Dividend Equity ETF · Financial Services · Asset Management - Income
75Pemegang yang dilacak
-4Δ pemegang
386.40MSaham yang dipegang
$10.59BNilai yang dilaporkan
+0Posisi baru
−4Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -5.1% ·
aliran saham -1.4% ·
posisi baru bersih -5.3%
· formula
Distribusi luas: saham yang turun dan pemegang yang lebih sedikit
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| 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 |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasif) | 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 ✦ (pasif) | 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" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Marshall Wace | $17.90M | adalah 0.0% |
| Citadel Advisors | $12.69M | adalah 0.0% |
| Renaissance Technologies | $7.11M | adalah 0.0% |
| Two Sigma Investments | $1.14M | adalah 0.0% |
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.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API