سجل الورقة المالية · ربع مؤرشف
SCHD
Schwab U.S. Dividend Equity ETF · Financial Services · Asset Management - Income
80الحاملون المتتبعون
+5Δ المساهمون
394.19Mالأسهم المحتفظ بها
$11.79Bالقيمة المُبلَّغ عنها
+7المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +6.7% ·
تدفق الأسهم +2.0% ·
المراكز الجديدة الصافية +6.2%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
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 · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rakuten Investment Management, Inc. | 83.18M | +100.0% | $2.25B | 4.6% | ▲ Add | 2 | SEC ↗ |
| 2 | Rakuten Investment Management, Inc. | 83.18M | +100.0% | $2.25B | 4.6% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 30.86M | -34.3% | $946.85M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 30.86M | -34.3% | $946.85M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 30.86M | -34.3% | $946.85M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 30.86M | -34.3% | $946.85M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 30.86M | -4.0% | $946.83M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 26.34M | +1.9% | $807.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 26.34M | +1.9% | $807.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 26.34M | +1.9% | $807.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 26.34M | +1.9% | $807.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 26.34M | +1.9% | $807.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 26.34M | +1.9% | $807.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 26.34M | +1.9% | $807.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 26.34M | +1.9% | $807.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 24.18M | -30.1% | $741.98M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 17.31M | +6.8% | $531.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 17.18M | +10.7% | $527.08M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 17.18M | +10.7% | $527.08M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 17.18M | +10.7% | $527.08M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 14.63M | +3.5% | $448.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS Group AG | 14.63M | +3.5% | $448.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 14.63M | +3.5% | $448.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 14.63M | +3.5% | $448.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 13.73M | -2.2% | $421.38M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wealthfront Advisers LLC | 12.81M | -0.6% | $392.94M | 0.9% | ▼ Trim | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 9.55M | +3.9% | $293.13M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 9.55M | +3.9% | $293.13M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 9.55M | +3.9% | $293.13M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 9.55M | +3.9% | $293.13M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 9.44M | -5.6% | $289.76M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 9.30M | -8.9% | $285.29M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 9.30M | -8.9% | $285.29M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 9.30M | -8.9% | $285.29M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 9.30M | -8.9% | $285.29M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 8.66M | +8.3% | $265.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 8.66M | +8.3% | $265.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | Royal Bank Of Canada | 8.66M | +8.3% | $265.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 39 | Royal Bank Of Canada | 8.66M | +8.3% | $265.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 40 | Royal Bank Of Canada | 8.66M | +8.3% | $265.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 41 | Royal Bank Of Canada | 8.66M | +8.3% | $265.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 42 | Royal Bank Of Canada | 8.66M | +8.3% | $265.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 43 | Ameriprise Financial Inc | 7.89M | -8.2% | $242.19M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 7.89M | -8.2% | $242.19M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 7.89M | -8.2% | $242.19M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 46 | Ameriprise Financial Inc | 7.89M | -8.2% | $242.19M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 47 | Mariner, LLC | 7.61M | +10.2% | $233.36M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 48 | Mariner, LLC | 7.61M | +10.2% | $233.36M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 49 | Mariner, LLC | 7.61M | +10.2% | $233.36M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 50 | Mariner, LLC | 7.61M | +10.2% | $233.36M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 51 | Cibc World Market Inc. | 6.16M | -12.3% | $188.92M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 52 | Mml Investors Services, Llc | 5.37M | -14.8% | $164.71M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 53 | HighTower Advisors, LLC | 5.13M | -5.1% | $157.53M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 54 | Wealth Enhancement Advisory… | 4.98M | -35.3% | $150.88M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 55 | Creative Planning | 4.40M | +2.5% | $134.93M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 56 | Creative Planning | 4.40M | +2.5% | $134.93M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 4.31M | -18.5% | $131.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 4.31M | -18.5% | $131.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 4.31M | -18.5% | $131.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 4.31M | -18.5% | $131.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 4.31M | -18.5% | $131.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 4.31M | -18.5% | $131.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 4.31M | -18.5% | $131.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 4.31M | -18.5% | $131.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 4.31M | -18.5% | $131.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 4.31M | -18.5% | $131.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Cwm, Llc | 4.05M | -26.4% | $124.39M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 68 | Jones Financial Companies Lllp | 3.85M | +22.5% | $117.35M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 69 | Jones Financial Companies Lllp | 3.85M | +22.5% | $117.35M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 70 | Truist Financial Corp | 3.18M | -17.9% | $97.54M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 71 | Truist Financial Corp | 3.18M | -17.9% | $97.54M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 72 | Fifth Third Bancorp | 2.74M | +7.5% | $84.09M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 73 | Cerity Partners LLC | 2.50M | -53.9% | $76.77M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 74 | Cerity Partners LLC | 2.50M | -53.9% | $76.77M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 75 | Cerity Partners LLC | 2.50M | -53.9% | $76.77M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 76 | Stifel Financial Corp | 2.31M | +2.5% | $70.73M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 77 | Stifel Financial Corp | 2.31M | +2.5% | $70.73M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 78 | Stifel Financial Corp | 2.31M | +2.5% | $70.73M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 79 | Mercer Global Advisors Inc /Adv | 2.30M | +28.4% | $70.48M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 80 | Baird Financial Group, Inc. | 2.02M | -4.5% | $61.95M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 81 | Baird Financial Group, Inc. | 2.02M | -4.5% | $61.95M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 82 | Captrust Financial Advisors | 1.67M | +3.2% | $51.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 83 | Focus Partners Wealth | 1.64M | +4.7% | $50.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 84 | Mirae Asset Global Investments Co.… | 1.63M | +92.7% | $50.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 85 | Blair William & Co/Il | 1.10M | +0.2% | $33.62M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 965.07K | +15.8% | $29.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 965.07K | +15.8% | $29.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 965.07K | +15.8% | $29.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 965.07K | +15.8% | $29.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 965.07K | +15.8% | $29.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Corient Private Wealth LP | 882.65K | -46.8% | $27.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Citadel Advisors ✦ | 836.84K | جديد | $25.67M | 0.0% | New | 1 | SEC ↗ |
| 93 | Fidelity (FMR) ✦ | 764.01K | +31.1% | $23.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 94 | Fidelity (FMR) ✦ | 764.01K | +31.1% | $23.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 95 | Fidelity (FMR) ✦ | 764.01K | +31.1% | $23.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 96 | Goldman Sachs Group ✦ | 683.49K | +28.4% | $20.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Goldman Sachs Group ✦ | 683.49K | +28.4% | $20.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Lido Advisors, LLC | 642.57K | -46.5% | $19.72M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 99 | AQR Capital Management ✦ | 641.79K | +34.2% | $19.69M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 100 | AQR Capital Management ✦ | 641.79K | +34.2% | $19.69M | 0.0% | ▲ Add | 8 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Citadel Advisors | $25.67M | 0.0% |
تم الخروج
| Hrt Financial Lp | $7.64M | كان 0.0% |
| Balyasny Asset Management L.P. | $1.92M | 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: Q1 2026 ·
المنهجية ·
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