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Schwab U.S. Dividend Equity ETF · Financial Services · Asset Management - Income
84Détenteurs suivis
+5Δ détenteurs
374.72MActions détenues
$11.90BValeur déclarée
+7Nouvelles positions
−2Sorties
Données momentum (gérants comparables) :
étendue des détenteurs +6.3% ·
flux d'actions -4.0% ·
nouvelles positions nettes +6.0%
— formule
Fragmentation de l'actionnariat — plus de détenteurs, participation agrégée plus faible
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2026
Évolution de la détention dans le temps
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
Qui le détient · Q2 2026
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rakuten Investment Management, Inc. | 47.14M | -43.3% | $1.51B | 4.3% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 35.96M | +16.5% | $1.14B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 35.96M | +16.5% | $1.14B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 35.96M | +16.5% | $1.14B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 33.50M | +8.5% | $1.06B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 27.88M | +5.9% | $884.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 27.88M | +5.9% | $884.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 27.88M | +5.9% | $884.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 27.88M | +5.9% | $884.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 27.88M | +5.9% | $884.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 27.88M | +5.9% | $884.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 27.88M | +5.9% | $884.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Cetera Investment Advisers | 25.49M | +5.4% | $808.20M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 18.07M | +5.2% | $572.90M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 18.07M | +5.2% | $572.90M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 18.07M | +5.2% | $572.90M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 17.67M | +2.0% | $560.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 14.27M | -2.5% | $452.57M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 14.27M | -2.5% | $452.57M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 14.27M | -2.5% | $452.57M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 13.40M | -2.5% | $424.87M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wealthfront Advisers LLC | 12.62M | -1.5% | $400.16M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 11.01M | +27.2% | $349.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 11.01M | +27.2% | $349.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 11.01M | +27.2% | $349.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 11.01M | +27.2% | $349.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 11.01M | +27.2% | $349.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 11.01M | +27.2% | $349.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 11.01M | +27.2% | $349.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 10.87M | +13.8% | $344.70M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 10.87M | +13.8% | $344.70M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 10.87M | +13.8% | $344.70M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 10.87M | +13.8% | $344.70M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 10.87M | +13.8% | $344.70M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 10.19M | +9.6% | $323.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 10.19M | +9.6% | $323.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 10.19M | +9.6% | $323.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 10.19M | +9.6% | $323.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 39 | Commonwealth Equity Services, Llc | 9.61M | +1.7% | $304.64M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 40 | Ameriprise Financial Inc | 8.19M | +3.7% | $259.68M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 8.19M | +3.7% | $259.68M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 8.19M | +3.7% | $259.68M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 43 | Ameriprise Financial Inc | 8.19M | +3.7% | $259.68M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 44 | Mariner, LLC | 6.97M | -8.3% | $221.14M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 45 | Mariner, LLC | 6.97M | -8.3% | $221.14M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 46 | Mariner, LLC | 6.97M | -8.3% | $221.14M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 47 | Mml Investors Services, Llc | 6.75M | +25.7% | $214.04M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 48 | Cibc World Market Inc. | 6.23M | +1.2% | $197.66M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 49 | HighTower Advisors, LLC | 5.23M | +1.8% | $165.73M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 50 | Jones Financial Companies Lllp | 4.93M | +28.0% | $158.29M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 51 | Jones Financial Companies Lllp | 4.93M | +28.0% | $158.29M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 52 | Wealth Enhancement Advisory… | 4.81M | -3.5% | $154.77M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 53 | Creative Planning | 4.74M | +7.7% | $150.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 54 | Creative Planning | 4.74M | +7.7% | $150.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 3.89M | -9.8% | $124.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 3.89M | -9.8% | $124.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 3.89M | -9.8% | $124.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 3.89M | -9.8% | $124.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 3.89M | -9.8% | $124.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 3.89M | -9.8% | $124.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 3.89M | -9.8% | $124.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 3.89M | -9.8% | $124.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 63 | Truist Financial Corp | 3.26M | +2.6% | $103.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 64 | Truist Financial Corp | 3.26M | +2.6% | $103.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 65 | Mercer Global Advisors Inc /Adv | 2.84M | +23.4% | $89.92M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 66 | Fifth Third Bancorp | 2.76M | +0.8% | $87.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 67 | Cerity Partners LLC | 2.52M | +0.8% | $79.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 68 | Cerity Partners LLC | 2.52M | +0.8% | $79.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 69 | Cerity Partners LLC | 2.52M | +0.8% | $79.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 70 | Stifel Financial Corp | 2.32M | +0.8% | $73.71M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 71 | Stifel Financial Corp | 2.32M | +0.8% | $73.71M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 72 | Stifel Financial Corp | 2.32M | +0.8% | $73.71M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 73 | Baird Financial Group, Inc. | 2.08M | +3.0% | $65.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 74 | Baird Financial Group, Inc. | 2.08M | +3.0% | $65.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 75 | Mirae Asset Global Investments Co.… | 2.08M | +27.2% | $65.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 76 | Focus Partners Wealth | 1.84M | +12.1% | $58.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 77 | Captrust Financial Advisors | 1.69M | +1.1% | $53.53M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 78 | Qube Research & Technologies Ltd | 1.19M | +2752.1% | $37.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Blair William & Co/Il | 1.11M | +1.2% | $35.15M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 80 | Bank of New York Mellon Corp | 1.10M | +13.7% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 1.10M | +13.7% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 1.10M | +13.7% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 1.10M | +13.7% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Goldman Sachs Group ✦ | 1.06M | +55.3% | $33.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 85 | Goldman Sachs Group ✦ | 1.06M | +55.3% | $33.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 86 | Fidelity (FMR) ✦ | 877.33K | +14.8% | $27.82M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 87 | Fidelity (FMR) ✦ | 877.33K | +14.8% | $27.82M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 88 | Fidelity (FMR) ✦ | 877.33K | +14.8% | $27.82M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 89 | Corient Private Wealth LP | 867.02K | -1.8% | $27.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Citigroup Inc | 655.78K | +64.4% | $20.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Rockefeller Capital Management L.P. | 645.55K | +4.0% | $20.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Rockefeller Capital Management L.P. | 645.55K | +4.0% | $20.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Rockefeller Capital Management L.P. | 645.55K | +4.0% | $20.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Rockefeller Capital Management L.P. | 645.55K | +4.0% | $20.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | AQR Capital Management ✦ | 641.16K | -0.1% | $20.33M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 96 | AQR Capital Management ✦ | 641.16K | -0.1% | $20.33M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 97 | AQR Capital Management ✦ | 641.16K | -0.1% | $20.33M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 98 | Lido Advisors, LLC | 633.86K | -1.4% | $20.10M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 99 | Sumitomo Mitsui Trust Group, Inc. | 595.95K | +23.6% | $18.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Jane Street Group, Llc | 595.93K | +138.4% | $18.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Citadel Advisors | $25.67M | était 0.0% |
| D. E. Shaw & Co. | $19.62M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 2,027 détenteurs, 813.58M actions, $24.12B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Fréquemment codétenus
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Provenance: Détention issue des positions en actions ordinaires analysées des 13F (univers suivi, ensembles comparables pour les variations) ; lignes initiés issues des formulaires 3/4/5 ; participations issues des annexes 13D/13G ; chaque dépôt renvoie à son original sur SEC EDGAR.
Période de déclaration: Q2 2026 ·
Méthodologie ·
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