Catatan efek · kuartal yang diarsipkan
SCHD
Schwab U.S. Dividend Equity ETF · Financial Services · Asset Management - Income
80Pemegang yang dilacak
+5Δ pemegang
394.19MSaham yang dipegang
$11.79BNilai yang dilaporkan
+7Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +6.7% ·
aliran saham +2.0% ·
posisi baru bersih +6.2%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 | Baru | $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 ✦ (pasif) | 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 | Baru | $1.91M | 0.0% | New | 1 | SEC ↗ |
| 64 | Tidal Investments LLC | 48.08K | Baru | $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 | Baru | $343,938 | 0.0% | New | 1 | SEC ↗ |
| 76 | Invesco Ltd. | 10.18K | Baru | $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 | Baru | $61,360 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Hrt Financial Lp | $7.64M | adalah 0.0% |
| Balyasny Asset Management L.P. | $1.92M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 2,027 pemegang, 813.58M saham, $24.12B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API