Catatan efek · kuartal yang diarsipkan
SCHD
Schwab U.S. Dividend Equity ETF · Financial Services · Asset Management - Income
84Pemegang yang dilacak
+5Δ pemegang
374.72MSaham yang dipegang
$11.90BNilai yang dilaporkan
+7Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +6.3% ·
aliran saham -4.0% ·
posisi baru bersih +6.0%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Citadel Advisors | $25.67M | adalah 0.0% |
| D. E. Shaw & Co. | $19.62M | 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 efek ini yang dilacak — berdasarkan 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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API