Menkul kıymet kaydı · arşivlenmiş çeyrek
SCHD
Schwab U.S. Dividend Equity ETF · Financial Services · Asset Management - Income
75Takip edilen yatırımcılar
-4Δ sahipler
386.40MTutulan hisseler
$10.59BRaporlanan değer
+0Yeni pozisyonlar
−4Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -5.1% ·
pay akışı -1.4% ·
net yeni pozisyonlar -5.3%
· formül
Geniş dağılım: azalan hisseler ve daha az hissedar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q4 2025
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 |
Kimler elinde bulunduruyor · Q4 2025
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 |
"Yöneticinin ağırlığı" = pozisyonun, yöneticinin raporlanan 13F hisse senedi değeri içindeki payı: kanaat ölçüsü. ✦ = seçilmiş yönetici.
Yeni alıcılar
| Bu çeyrekte takip edilen yeni alıcı yok. |
Çıkıldı
| Marshall Wace | $17.90M | idi 0.0% |
| Citadel Advisors | $12.69M | idi 0.0% |
| Renaissance Technologies | $7.11M | idi 0.0% |
| Two Sigma Investments | $1.14M | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 2,027 sahipler, 813.58M hisseler, $24.12B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen sahiplerinin en sık birlikte tuttuğu diğer varlıklar: ortak sahiplik sayıları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q4 2025 ·
Metodoloji ·
Bunu API aracılığıyla edinin