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: أسهم متصاعدة لدى عدد أكبر من الحاملين
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 5.39M | $177.57M | n/a | −1 |
| 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 |
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 |
| 2 | Bank Of America Corp /De/ | 30.86M | -34.3% | $946.85M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 30.86M | -4.0% | $946.83M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 26.34M | +1.9% | $807.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 5 | Cetera Investment Advisers | 24.18M | -30.1% | $741.98M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 17.31M | +6.8% | $531.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 17.18M | +10.7% | $527.08M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | UBS Group AG | 14.63M | +3.5% | $448.96M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | Northwestern Mutual Wealth… | 13.73M | -2.2% | $421.38M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wealthfront Advisers LLC | 12.81M | -0.6% | $392.94M | 0.9% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 9.55M | +3.9% | $293.13M | 0.4% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Commonwealth Equity Services, Llc | 9.44M | -5.6% | $289.76M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 9.30M | -8.9% | $285.29M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 14 | Royal Bank Of Canada | 8.66M | +8.3% | $265.56M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 15 | Ameriprise Financial Inc | 7.89M | -8.2% | $242.19M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 16 | Mariner, LLC | 7.61M | +10.2% | $233.36M | 0.3% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | Cibc World Market Inc. | 6.16M | -12.3% | $188.92M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 5.37M | -14.8% | $164.71M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 5.13M | -5.1% | $157.53M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 4.98M | -35.3% | $150.88M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 21 | Creative Planning | 4.40M | +2.5% | $134.93M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | JPMorgan Chase ✦ | 4.31M | -18.5% | $131.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 23 | Cwm, Llc | 4.05M | -26.4% | $124.39M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 3.85M | +22.5% | $117.35M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Truist Financial Corp | 3.18M | -17.9% | $97.54M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Fifth Third Bancorp | 2.74M | +7.5% | $84.09M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 27 | Cerity Partners LLC | 2.50M | -53.9% | $76.77M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Stifel Financial Corp | 2.31M | +2.5% | $70.73M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Mercer Global Advisors Inc /Adv | 2.30M | +28.4% | $70.48M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 2.02M | -4.5% | $61.95M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Captrust Financial Advisors | 1.67M | +3.2% | $51.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 32 | Focus Partners Wealth | 1.64M | +4.7% | $50.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | Mirae Asset Global Investments Co.… | 1.63M | +92.7% | $50.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | Blair William & Co/Il | 1.10M | +0.2% | $33.62M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 965.07K | +15.8% | $29.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 36 | Corient Private Wealth LP | 882.65K | -46.8% | $27.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 836.84K | جديد | $25.67M | 0.0% | New | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 764.01K | +31.1% | $23.44M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 39 | Goldman Sachs Group ✦ | 683.49K | +28.4% | $20.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | Lido Advisors, LLC | 642.57K | -46.5% | $19.72M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 641.79K | +34.2% | $19.69M | 0.0% | ▲ Add | 8 | SEC ↗ ×3 |
| 42 | D. E. Shaw & Co. ✦ | 639.61K | -59.5% | $19.62M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 620.67K | +18.5% | $19.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 44 | Sumitomo Mitsui Trust Group, Inc. | 481.95K | +61.7% | $14.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Citigroup Inc | 398.91K | -39.6% | $12.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Assetmark, Inc | 339.92K | -13.2% | $10.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | CIBC Bancorp USA Inc. | 273.84K | n/a | $8.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | Quantinno Capital Management LP | 258.70K | +39.5% | $7.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 250.62K | +405.4% | $7.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Jane Street Group, Llc | 249.92K | جديد | $7.67M | 0.0% | New | 1 | SEC ↗ ×2 |
| 51 | Northern Trust Corp | 248.57K | +3.4% | $7.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 52 | Bnp Paribas Financial Markets | 211.45K | -37.4% | $6.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 210.63K | +92.3% | $6.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 54 | Brown Advisory Inc | 205.18K | -9.8% | $6.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Sei Investments Co | 182.03K | -0.5% | $5.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Gotham Asset Management ✦ | 177.40K | +362.1% | $5.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | BlackRock ✦ (سلبي) | 168.75K | +106.2% | $5.18M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 58 | Us Bancorp \De\ | 136.76K | -16.6% | $4.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 59 | Bank Of Montreal /Can/ | 113.78K | +2.1% | $3.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 60 | Neuberger Berman Group LLC | 108.25K | -3.2% | $3.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Financial Engines Advisors L.L.C. | 81.69K | +2.8% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Fisher Asset Management ✦ | 68.03K | +21.0% | $2.09M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 63 | Tudor Investment Corp Et Al | 62.10K | جديد | $1.91M | 0.0% | New | 1 | SEC ↗ |
| 64 | Tidal Investments LLC | 48.08K | جديد | $1.48M | 0.0% | New | 1 | SEC ↗ |
| 65 | Qube Research & Technologies Ltd | 41.78K | +379.5% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | National Bank Of Canada /Fi/ | 41.15K | -6.5% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 67 | First Manhattan Co. Llc. | 40.41K | 0.0% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Empower Advisory Group, LLC | 39.73K | -23.2% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | TD Waterhouse Canada Inc. | 33.65K | +269.8% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Manufacturers Life Insurance… | 32.20K | 0.0% | $987,835 | 0.0% | Held | 2 | SEC ↗ |
| 71 | Federated Hermes, Inc. | 23.70K | +0.9% | $727,116 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Russell Investments Group, Ltd. | 23.54K | -15.6% | $722,062 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Allspring Global Investments… | 15.53K | 0.0% | $473,524 | 0.0% | Held | 2 | SEC ↗ |
| 74 | 1832 Asset Management L.P. | 15.04K | 0.0% | $461,304 | 0.0% | Held | 2 | SEC ↗ |
| 75 | First Trust Advisors Lp | 11.21K | جديد | $343,938 | 0.0% | New | 1 | SEC ↗ |
| 76 | Invesco Ltd. | 10.18K | جديد | $312,204 | 0.0% | New | 1 | SEC ↗ |
| 77 | Millennium Management ✦ | 7.36K | -97.8% | $225,805 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Kayne Anderson Rudnick Investment… | 7.04K | 0.0% | $215,880 | 0.0% | Held | 2 | SEC ↗ |
| 79 | Franklin Resources Inc | 4.25K | 0.0% | $130,267 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 80 | Barclays Plc | 2.00K | جديد | $61,360 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Citadel Advisors | $25.67M | 0.0% |
| Jane Street Group, Llc | $7.67M | 0.0% |
| Tudor Investment Corp Et Al | $1.91M | 0.0% |
| Tidal Investments LLC | $1.48M | 0.0% |
| First Trust Advisors Lp | $343,938 | 0.0% |
| Invesco Ltd. | $312,204 | 0.0% |
| Barclays Plc | $61,360 | 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 يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
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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