Effectdossier · gearchiveerd kwartaal
SCHG
Schwab U.S. Large-Cap Growth ETF · Financial Services · Asset Management
73Gevolgde houders
+6Δ houders
440.59MGehouden aandelen
$12.83BGerapporteerde waarde
+7Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.0% ·
aandelenstroom +4.2% ·
netto nieuwe posities +8.2%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1.99M | $72.62M | n/a | −1 |
| Q2 2026 | 72 | +1 | 504.28M | $17.04B | +4 | −4 |
| Q1 2026 | 73 | +6 | 440.59M | $12.83B | +7 | −1 |
| Q4 2025 | 67 | 0 | 422.58M | $13.78B | n/a | n/a |
| Q3 2025 | 10 | -1 | 29.36M | $936.90M | n/a | −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 | n/a | 211.07K | $21.28M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×3 |
| 7 | Osaic Holdings, Inc. | 18.20M | -0.4% | $530.05M | 0.8% | ▼ Trim | 2 | SEC ↗ ×4 |
| 8 | Cetera Investment Advisers | 17.96M | +5.9% | $523.05M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 16.43M | -6.7% | $478.56M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 10 | Raymond James Financial Inc | 15.83M | +6.3% | $461.03M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Focus Partners Wealth | 12.15M | +84.0% | $354.00M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 10.15M | -4.0% | $295.57M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 10.01M | +17.1% | $291.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 14 | Morgan Stanley ✦ | 9.30M | +5.5% | $270.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 15 | Mml Investors Services, Llc | 9.07M | -22.7% | $264.18M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 8.62M | +3.0% | $251.23M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 8.62M | +27.0% | $251.05M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | JPMorgan Chase ✦ | 7.91M | -6.4% | $222.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 19 | Cwm, Llc | 7.21M | -3.4% | $209.89M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 3.70M | -4.2% | $107.72M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Creative Planning | 3.29M | -22.0% | $95.76M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | UBS Group AG | 3.27M | +17.5% | $95.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Cerity Partners LLC | 3.20M | +4.2% | $93.63M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | Truist Financial Corp | 3.18M | -1.8% | $92.57M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Lido Advisors, LLC | 3.11M | -1.9% | $90.72M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 26 | Assetmark, Inc | 2.91M | +0.3% | $84.74M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 2.85M | +0.6% | $82.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 28 | Stifel Financial Corp | 2.10M | -3.4% | $61.22M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Wealth Enhancement Advisory… | 1.85M | -40.5% | $54.41M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 30 | Two Sigma Investments ✦ | 1.50M | +268.3% | $43.79M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 31 | Captrust Financial Advisors | 1.41M | -3.9% | $41.14M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 1.40M | +28.1% | $39.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Mercer Global Advisors Inc /Adv | 1.32M | +16.2% | $38.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 950.52K | +50.5% | $27.69M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 35 | Citigroup Inc | 913.76K | +8.7% | $26.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Jane Street Group, Llc | 643.46K | +702.8% | $18.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 594.17K | +14.7% | $17.31M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 38 | Us Bancorp \De\ | 552.77K | -2.2% | $16.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | Quantinno Capital Management LP | 520.22K | +37.2% | $15.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 460.40K | +25.9% | $13.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Bank of New York Mellon Corp | 330.04K | -30.7% | $9.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 42 | Corient Private Wealth LP | 308.41K | -47.1% | $8.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | BlackRock ✦ (passief) | 200.43K | -0.8% | $5.84M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 44 | Baird Financial Group, Inc. | 183.83K | +18.3% | $5.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Wealthfront Advisers LLC | 171.04K | +8.1% | $4.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Northern Trust Corp | 166.48K | -6.3% | $4.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 47 | Bank Of Montreal /Can/ | 155.02K | +2.4% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 48 | Blair William & Co/Il | 150.03K | +1.7% | $4.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Goldman Sachs Group ✦ | 149.28K | -85.2% | $4.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 122.90K | +4.6% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 51 | Russell Investments Group, Ltd. | 109.06K | 0.0% | $3.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | UBS AM, a distinct business unit of… | 107.75K | +388.9% | $3.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Hrt Financial Lp | 97.11K | Nieuw | $2.83M | 0.0% | New | 1 | SEC ↗ |
| 54 | CIBC Bancorp USA Inc. | 80.83K | n/a | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Brown Advisory Inc | 69.41K | +6.3% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Tudor Investment Corp Et Al | 68.87K | -14.8% | $2.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Fifth Third Bancorp | 60.61K | +584.4% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Fisher Asset Management ✦ | 58.35K | +97.7% | $1.70M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 59 | Alliancebernstein L.P. | 32.42K | Nieuw | $1.06M | 0.0% | New | 1 | SEC ↗ |
| 60 | Susquehanna International Group, Llp | 32.41K | +372.4% | $944,220 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | First Trust Advisors Lp | 17.16K | 0.0% | $499,754 | 0.0% | Held | 2 | SEC ↗ |
| 62 | IMC-Chicago, LLC | 11.45K | -43.1% | $333,568 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Neuberger Berman Group LLC | 9.57K | 0.0% | $278,774 | 0.0% | Held | 2 | SEC ↗ |
| 64 | Empower Advisory Group, LLC | 8.59K | Nieuw | $250,168 | 0.0% | New | 1 | SEC ↗ |
| 65 | Franklin Resources Inc | 8.33K | 0.0% | $242,595 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 66 | Gotham Asset Management ✦ | 8.00K | -50.0% | $233,040 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 67 | Qube Research & Technologies Ltd | 7.72K | +68.2% | $225,029 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Barclays Plc | 7.72K | Nieuw | $224,884 | 0.0% | New | 1 | SEC ↗ |
| 69 | National Bank Of Canada /Fi/ | 5.50K | -99.0% | $160,634 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 70 | Simplex Trading, Llc | 1.70K | Nieuw | $49,550 | 0.0% | New | 1 | SEC ↗ |
| 71 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.31K | Nieuw | $38,073 | 0.0% | New | 1 | SEC ↗ |
| 72 | Group One Trading Llc | 1.05K | -96.4% | $30,586 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | TD Waterhouse Canada Inc. | 800 | Nieuw | $23,520 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Hrt Financial Lp | $2.83M | 0.0% |
| Alliancebernstein L.P. | $1.06M | 0.0% |
| Empower Advisory Group, LLC | $250,168 | 0.0% |
| Barclays Plc | $224,884 | 0.0% |
| Simplex Trading, Llc | $49,550 | 0.0% |
| MIRAE ASSET GLOBAL ETFS… | $38,073 | 0.0% |
| TD Waterhouse Canada Inc. | $23,520 | 0.0% |
Verlaten
| Bnp Paribas Financial Markets | $979 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 1,596 houders, 906.12M aandelen, $25.59B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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