Wertpapierdatensatz · archiviertes Quartal
SCHD
Schwab U.S. Dividend Equity ETF · Financial Services · Asset Management - Income
80Erfasste Halter
+5Δ Inhaber
394.19MGehaltene Aktien
$11.79BGemeldeter Wert
+7Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +6.7% ·
Aktienfluss +2.0% ·
neue Nettopositionen +6.2%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Neu | $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 ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citadel Advisors | $25.67M | 0.0% |
Ausgestiegen
| Hrt Financial Lp | $7.64M | war 0.0% |
| Balyasny Asset Management L.P. | $1.92M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 2,027 Inhaber, 813.58M Anteile, $24.12B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
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