سجل الورقة المالية
SCHD
Schwab U.S. Dividend Equity ETF · Financial Services · Asset Management - Income
83الحاملون المتتبعون
+5Δ المساهمون
369.49Mالأسهم المحتفظ بها
$11.73Bالقيمة المُبلَّغ عنها
+7المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +6.4% ·
تدفق الأسهم -4.0% ·
المراكز الجديدة الصافية +4.8%
— الصيغة
تشتت الملكية — عدد أكبر من المالكين وحصة إجمالية أصغر
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | −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 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 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 |
| 3 | LPL Financial LLC | 33.50M | +8.5% | $1.06B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 27.88M | +5.9% | $884.15M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 5 | Cetera Investment Advisers | 25.49M | +5.4% | $808.20M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 18.07M | +5.2% | $572.90M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Envestnet Asset Management Inc | 17.67M | +2.0% | $560.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 14.27M | -2.5% | $452.57M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 9 | Northwestern Mutual Wealth… | 13.40M | -2.5% | $424.87M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wealthfront Advisers LLC | 12.62M | -1.5% | $400.16M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 11.01M | +27.2% | $349.06M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 12 | Osaic Holdings, Inc. | 10.87M | +13.8% | $344.70M | 0.4% | ▲ Add | 3 | SEC ↗ ×5 |
| 13 | Wells Fargo & Company/Mn | 10.19M | +9.6% | $323.13M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | Commonwealth Equity Services, Llc | 9.61M | +1.7% | $304.64M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 8.19M | +3.7% | $259.68M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 16 | Mariner, LLC | 6.97M | -8.3% | $221.14M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 17 | Mml Investors Services, Llc | 6.75M | +25.7% | $214.04M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 18 | Cibc World Market Inc. | 6.23M | +1.2% | $197.66M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 4.93M | +28.0% | $158.29M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Wealth Enhancement Advisory… | 4.81M | -3.5% | $154.77M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 21 | Creative Planning | 4.74M | +7.7% | $150.24M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | JPMorgan Chase ✦ | 3.89M | -9.8% | $124.21M | 0.0% | ▼ Trim | 4 | SEC ↗ ×8 |
| 23 | Truist Financial Corp | 3.26M | +2.6% | $103.42M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Mercer Global Advisors Inc /Adv | 2.84M | +23.4% | $89.92M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Fifth Third Bancorp | 2.76M | +0.8% | $87.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Cerity Partners LLC | 2.52M | +0.8% | $79.98M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 27 | Stifel Financial Corp | 2.32M | +0.8% | $73.71M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 28 | Baird Financial Group, Inc. | 2.08M | +3.0% | $65.99M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | Mirae Asset Global Investments Co.… | 2.08M | +27.2% | $65.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | Focus Partners Wealth | 1.84M | +12.1% | $58.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | Captrust Financial Advisors | 1.69M | +1.1% | $53.53M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 32 | Qube Research & Technologies Ltd | 1.19M | +2752.1% | $37.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Blair William & Co/Il | 1.11M | +1.2% | $35.15M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 1.10M | +13.7% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 35 | Goldman Sachs Group ✦ | 1.06M | +55.3% | $33.65M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 36 | Fidelity (FMR) ✦ | 877.33K | +14.8% | $27.82M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 37 | Corient Private Wealth LP | 867.02K | -1.8% | $27.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Citigroup Inc | 655.78K | +64.4% | $20.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 645.55K | +4.0% | $20.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 40 | AQR Capital Management ✦ | 641.16K | -0.1% | $20.33M | 0.0% | ▼ Trim | 9 | SEC ↗ ×3 |
| 41 | Lido Advisors, LLC | 633.86K | -1.4% | $20.10M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 42 | Sumitomo Mitsui Trust Group, Inc. | 595.95K | +23.6% | $18.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Jane Street Group, Llc | 595.93K | +138.4% | $18.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | Gotham Asset Management ✦ | 558.77K | +215.0% | $17.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Quantinno Capital Management LP | 416.24K | +60.9% | $13.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Assetmark, Inc | 367.25K | +8.0% | $11.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | CIBC Bancorp USA Inc. | 313.96K | +14.7% | $10.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | UBS AM, a distinct business unit of… | 244.08K | -2.6% | $7.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 240.63K | +14.2% | $7.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 50 | BlackRock ✦ (سلبي) | 214.74K | +27.2% | $6.81M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 51 | Northern Trust Corp | 211.70K | -14.8% | $6.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 52 | Sei Investments Co | 179.58K | -1.4% | $5.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Brown Advisory Inc | 161.22K | -21.4% | $5.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 54 | Us Bancorp \De\ | 132.63K | -3.0% | $4.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 55 | Neuberger Berman Group LLC | 119.86K | +10.7% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 115.81K | +1.8% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 57 | Financial Engines Advisors L.L.C. | 81.46K | -0.3% | $2.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Tidal Investments LLC | 63.52K | +32.1% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Bnp Paribas Financial Markets | 61.37K | -71.0% | $1.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Fisher Asset Management ✦ | 47.52K | -30.1% | $1.51M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 61 | National Bank Of Canada /Fi/ | 45.37K | +10.3% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 62 | First Manhattan Co. Llc. | 40.41K | 0.0% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Two Sigma Investments ✦ | 39.10K | جديد | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 64 | Empower Advisory Group, LLC | 34.59K | -12.9% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Manufacturers Life Insurance… | 32.20K | 0.0% | $1.02M | 0.0% | Held | 3 | SEC ↗ |
| 66 | Russell Investments Group, Ltd. | 28.90K | +22.8% | $916,542 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Federated Hermes, Inc. | 23.70K | 0.0% | $751,527 | 0.0% | Held | 3 | SEC ↗ |
| 68 | Tudor Investment Corp Et Al | 21.39K | -65.6% | $678,213 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Nuveen, LLC | 20.99K | جديد | $665,535 | 0.0% | New | 1 | SEC ↗ |
| 70 | Allspring Global Investments… | 15.53K | 0.0% | $500,027 | 0.0% | Held | 3 | SEC ↗ |
| 71 | 1832 Asset Management L.P. | 15.04K | 0.0% | $476,792 | 0.0% | Held | 3 | SEC ↗ |
| 72 | Hrt Financial Lp | 14.72K | جديد | $466,000 | 0.0% | New | 1 | SEC ↗ |
| 73 | TD Waterhouse Canada Inc. | 13.53K | -59.8% | $430,872 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Invesco Ltd. | 11.68K | +14.7% | $370,242 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | First Trust Advisors Lp | 11.45K | +2.1% | $363,002 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Bank Of Nova Scotia | 10.67K | جديد | $338,346 | 0.0% | New | 1 | SEC ↗ |
| 77 | Millennium Management ✦ | 9.44K | +28.2% | $299,247 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 78 | Barclays Plc | 7.87K | +293.4% | $249,494 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Kayne Anderson Rudnick Investment… | 7.04K | 0.0% | $223,203 | 0.0% | Held | 3 | SEC ↗ |
| 80 | Susquehanna International Group, Llp | 6.65K | جديد | $210,808 | 0.0% | New | 1 | SEC ↗ |
| 81 | Franklin Resources Inc | 4.19K | -1.4% | $132,739 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 82 | Deutsche Bank Ag\ | 2.92K | جديد | $92,752 | 0.0% | New | 1 | SEC ↗ |
| 83 | Toronto Dominion Bank | 639 | جديد | $20,265 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Two Sigma Investments | $1.24M | 0.0% |
| Nuveen, LLC | $665,535 | 0.0% |
| Hrt Financial Lp | $466,000 | 0.0% |
| Bank Of Nova Scotia | $338,346 | 0.0% |
| Susquehanna International… | $210,808 | 0.0% |
| Deutsche Bank Ag\ | $92,752 | 0.0% |
| Toronto Dominion Bank | $20,265 | 0.0% |
تم الخروج
| HighTower Advisors, LLC | $157.53M | كان 0.2% |
| Citadel Advisors | $25.67M | كان 0.0% |
| D. E. Shaw & Co. | $19.62M | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 2,027 المالكون, 813.58M الأسهم, $24.12B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q2 2026 ·
المنهجية ·
احصل على هذا عبر API