Catatan efek
SCHD
Schwab U.S. Dividend Equity ETF · Financial Services · Asset Management - Income
83Pemegang yang dilacak
+5Δ pemegang
369.49MSaham yang dipegang
$11.73BNilai yang dilaporkan
+7Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +6.4% ·
aliran saham -4.0% ·
posisi baru bersih +4.8%
— 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 | 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 | — | — |
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 |
| 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 ✦ (pasif) | 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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $92,752 | 0.0% | New | 1 | SEC ↗ |
| 83 | Toronto Dominion Bank | 639 | Baru | $20,265 | 0.0% | New | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| HighTower Advisors, LLC | $157.53M | adalah 0.2% |
| 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