Wertpapierdatensatz · archiviertes Quartal
SCHG
Schwab U.S. Large-Cap Growth ETF · Financial Services · Asset Management
73Erfasste Halter
+6Δ Inhaber
440.59MGehaltene Aktien
$12.83BGemeldeter Wert
+7Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +9.0% ·
Aktienfluss +4.2% ·
neue Nettopositionen +8.2%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 73 | +1 | 511.64M | $17.29B | +4 | −3 |
| Q1 2026 | 73 | +6 | 440.59M | $12.83B | +7 | −1 |
| Q4 2025 | 67 | 0 | 422.58M | $13.78B | — | — |
| Q3 2025 | 10 | -1 | 29.36M | $936.90M | — | −1 |
| Q2 2025 | 8 | 0 | 4.19M | $122.38M | +1 | −1 |
| Q1 2025 | 5 | -1 | 3.77M | $94.45M | +1 | −2 |
| Q4 2024 | 6 | 0 | 3.49M | $97.20M | +2 | −2 |
| Q3 2024 | 6 | +1 | 532.23K | $55.45M | +2 | −1 |
| Q2 2024 | 5 | — | 211.07K | $21.28M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 64.46M | +0.2% | $1.88B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 2 | Sei Investments Co | 47.56M | +7.6% | $1.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 3 | Charles Schwab Investment… | 43.51M | +15.3% | $1.27B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 37.28M | +9.1% | $1.09B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 5 | Financial Engines Advisors L.L.C. | 34.11M | +0.4% | $993.49M | 2.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mariner, LLC | 19.76M | -1.6% | $575.72M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 7 | Mariner, LLC | 19.76M | -1.6% | $575.72M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mariner, LLC | 19.76M | -1.6% | $575.72M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 18.20M | -0.4% | $530.05M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 18.20M | -0.4% | $530.05M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 18.20M | -0.4% | $530.05M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 18.20M | -0.4% | $530.05M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 17.96M | +5.9% | $523.05M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 16.43M | -6.7% | $478.56M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 16.43M | -6.7% | $478.56M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 16.43M | -6.7% | $478.56M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 16.43M | -6.7% | $478.56M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 15.83M | +6.3% | $461.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 15.83M | +6.3% | $461.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 15.83M | +6.3% | $461.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Focus Partners Wealth | 12.15M | +84.0% | $354.00M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 10.15M | -4.0% | $295.57M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 10.01M | +17.1% | $291.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 10.01M | +17.1% | $291.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 10.01M | +17.1% | $291.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 10.01M | +17.1% | $291.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 9.30M | +5.5% | $270.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 9.30M | +5.5% | $270.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 9.30M | +5.5% | $270.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 9.30M | +5.5% | $270.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 9.30M | +5.5% | $270.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 9.30M | +5.5% | $270.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 9.07M | -22.7% | $264.18M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 8.62M | +3.0% | $251.23M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 8.62M | +27.0% | $251.05M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 8.62M | +27.0% | $251.05M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 8.62M | +27.0% | $251.05M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 7.91M | -6.4% | $222.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 7.91M | -6.4% | $222.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 7.91M | -6.4% | $222.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 7.91M | -6.4% | $222.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 7.91M | -6.4% | $222.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 7.91M | -6.4% | $222.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 7.91M | -6.4% | $222.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 7.91M | -6.4% | $222.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Cwm, Llc | 7.21M | -3.4% | $209.89M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 47 | Commonwealth Equity Services, Llc | 3.70M | -4.2% | $107.72M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 48 | Creative Planning | 3.29M | -22.0% | $95.76M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 49 | Creative Planning | 3.29M | -22.0% | $95.76M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 50 | UBS Group AG | 3.27M | +17.5% | $95.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | UBS Group AG | 3.27M | +17.5% | $95.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | UBS Group AG | 3.27M | +17.5% | $95.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Cerity Partners LLC | 3.20M | +4.2% | $93.63M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 54 | Cerity Partners LLC | 3.20M | +4.2% | $93.63M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 55 | Cerity Partners LLC | 3.20M | +4.2% | $93.63M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 56 | Truist Financial Corp | 3.18M | -1.8% | $92.57M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 57 | Truist Financial Corp | 3.18M | -1.8% | $92.57M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 58 | Lido Advisors, LLC | 3.11M | -1.9% | $90.72M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 59 | Assetmark, Inc | 2.91M | +0.3% | $84.74M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 60 | Royal Bank Of Canada | 2.85M | +0.6% | $82.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Royal Bank Of Canada | 2.85M | +0.6% | $82.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Royal Bank Of Canada | 2.85M | +0.6% | $82.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Royal Bank Of Canada | 2.85M | +0.6% | $82.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Royal Bank Of Canada | 2.85M | +0.6% | $82.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Royal Bank Of Canada | 2.85M | +0.6% | $82.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Stifel Financial Corp | 2.10M | -3.4% | $61.22M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 67 | Stifel Financial Corp | 2.10M | -3.4% | $61.22M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 68 | Stifel Financial Corp | 2.10M | -3.4% | $61.22M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 69 | Wealth Enhancement Advisory… | 1.85M | -40.5% | $54.41M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 70 | Two Sigma Investments ✦ | 1.50M | +268.3% | $43.79M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 71 | Captrust Financial Advisors | 1.41M | -3.9% | $41.14M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 72 | Jones Financial Companies Lllp | 1.40M | +28.1% | $39.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Jones Financial Companies Lllp | 1.40M | +28.1% | $39.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Mercer Global Advisors Inc /Adv | 1.32M | +16.2% | $38.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 75 | AQR Capital Management ✦ | 950.52K | +50.5% | $27.69M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 76 | AQR Capital Management ✦ | 950.52K | +50.5% | $27.69M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 77 | Citigroup Inc | 913.76K | +8.7% | $26.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Jane Street Group, Llc | 643.46K | +702.8% | $18.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Fidelity (FMR) ✦ | 594.17K | +14.7% | $17.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 80 | Fidelity (FMR) ✦ | 594.17K | +14.7% | $17.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 81 | Us Bancorp \De\ | 552.77K | -2.2% | $16.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Us Bancorp \De\ | 552.77K | -2.2% | $16.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Us Bancorp \De\ | 552.77K | -2.2% | $16.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Quantinno Capital Management LP | 520.22K | +37.2% | $15.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Rockefeller Capital Management L.P. | 460.40K | +25.9% | $13.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Rockefeller Capital Management L.P. | 460.40K | +25.9% | $13.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 330.04K | -30.7% | $9.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 330.04K | -30.7% | $9.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 330.04K | -30.7% | $9.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 330.04K | -30.7% | $9.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 330.04K | -30.7% | $9.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Corient Private Wealth LP | 308.41K | -47.1% | $8.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | BlackRock ✦ (passiv) | 200.43K | -0.8% | $5.84M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 94 | BlackRock ✦ (passiv) | 200.43K | -0.8% | $5.84M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 95 | BlackRock ✦ (passiv) | 200.43K | -0.8% | $5.84M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 96 | Baird Financial Group, Inc. | 183.83K | +18.3% | $5.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Baird Financial Group, Inc. | 183.83K | +18.3% | $5.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Wealthfront Advisers LLC | 171.04K | +8.1% | $4.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Northern Trust Corp | 166.48K | -6.3% | $4.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Northern Trust Corp | 166.48K | -6.3% | $4.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Bnp Paribas Financial Markets | $979 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 1,596 Inhaber, 906.12M Anteile, $25.59B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
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