Menkul kıymet kaydı · arşivlenmiş çeyrek
SCHD
Schwab U.S. Dividend Equity ETF · Financial Services · Asset Management - Income
84Takip edilen yatırımcılar
+5Δ sahipler
374.72MTutulan hisseler
$11.90BRaporlanan değer
+7Yeni pozisyonlar
−2Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +6.3% ·
pay akışı -4.0% ·
net yeni pozisyonlar +6.0%
— formül
Sahiplik parçalanması — daha fazla hissedar, daha küçük toplam pay
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Kimler elinde bulunduruyor · Q2 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Bu çeyrekte takip edilen yeni alıcı yok. |
Çıkıldı
| Citadel Advisors | $25.67M | idi 0.0% |
| D. E. Shaw & Co. | $19.62M | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 2,027 sahipler, 813.58M hisseler, $24.12B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q2 2026 ·
Metodoloji ·
Bunu API aracılığıyla edinin