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 paylar 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 |
|---|---|---|---|---|---|---|
| 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 | — | — |
Kimler elinde bulunduruyor · Q4 2025
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü 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 yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, 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