Запись по ценной бумаге · архивный квартал
SCHG
Schwab U.S. Large-Cap Growth ETF · Financial Services · Asset Management
73Отслеживаемые держатели
+1Δ держателей
511.64MАкций в держании
$17.29BОтчётная стоимость
+4Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +1.4% ·
поток акций +18.1% ·
новые чистые позиции +1.4%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 121.98M | +180.4% | $4.13B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 61.78M | -4.2% | $2.09B | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 3 | Sei Investments Co | 47.66M | +0.2% | $1.61B | 1.4% | ▲ Add | 3 | SEC ↗ |
| 4 | Financial Engines Advisors L.L.C. | 39.21M | +15.0% | $1.33B | 2.4% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 38.29M | +2.7% | $1.30B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 6 | Mariner, LLC | 19.31M | -2.3% | $653.39M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 7 | Mariner, LLC | 19.31M | -2.3% | $653.39M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 19.04M | +6.0% | $644.18M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 18.40M | +1.1% | $622.58M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 18.40M | +1.1% | $622.58M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 18.40M | +1.1% | $622.58M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 18.40M | +1.1% | $622.58M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 18.40M | +1.1% | $622.58M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 16.97M | +7.2% | $574.19M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 16.97M | +7.2% | $574.19M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 16.97M | +7.2% | $574.19M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 16.01M | -2.5% | $542.07M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 16.01M | -2.5% | $542.07M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 16.01M | -2.5% | $542.07M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 16.01M | -2.5% | $542.07M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 10.97M | +8.1% | $371.20M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 10.84M | +19.5% | $366.87M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 10.47M | +21.5% | $354.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 10.47M | +21.5% | $354.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 10.47M | +21.5% | $354.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 9.52M | +2.3% | $322.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 9.52M | +2.3% | $322.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 9.52M | +2.3% | $322.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 9.52M | +2.3% | $322.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 9.52M | +2.3% | $322.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 8.45M | -15.6% | $285.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 8.45M | -15.6% | $285.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 8.45M | -15.6% | $285.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Bank Of America Corp /De/ | 8.45M | -15.6% | $285.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 8.22M | +4.0% | $275.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 8.22M | +4.0% | $275.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 8.22M | +4.0% | $275.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 8.22M | +4.0% | $275.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 8.22M | +4.0% | $275.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 8.22M | +4.0% | $275.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 8.22M | +4.0% | $275.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 8.22M | +4.0% | $275.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | HighTower Advisors, LLC | 7.36M | -14.7% | $248.96M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 44 | Focus Partners Wealth | 6.84M | -43.7% | $231.33M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 45 | Commonwealth Equity Services, Llc | 3.63M | -1.9% | $122.77M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 46 | Truist Financial Corp | 3.40M | +7.1% | $115.17M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 47 | Truist Financial Corp | 3.40M | +7.1% | $115.17M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 48 | Cerity Partners LLC | 3.90M | +22.1% | $113.14M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 49 | Cerity Partners LLC | 3.90M | +22.1% | $113.14M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 50 | Cerity Partners LLC | 3.90M | +22.1% | $113.14M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 51 | Cerity Partners LLC | 3.90M | +22.1% | $113.14M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 52 | Cerity Partners LLC | 3.90M | +22.1% | $113.14M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 53 | UBS Group AG | 3.27M | -0.2% | $110.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | UBS Group AG | 3.27M | -0.2% | $110.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | UBS Group AG | 3.27M | -0.2% | $110.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Creative Planning | 3.25M | -1.1% | $109.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 57 | Creative Planning | 3.25M | -1.1% | $109.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 58 | Royal Bank Of Canada | 2.87M | +0.8% | $97.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Royal Bank Of Canada | 2.87M | +0.8% | $97.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Royal Bank Of Canada | 2.87M | +0.8% | $97.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Royal Bank Of Canada | 2.87M | +0.8% | $97.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Royal Bank Of Canada | 2.87M | +0.8% | $97.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Royal Bank Of Canada | 2.87M | +0.8% | $97.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Assetmark, Inc | 2.59M | -11.0% | $87.57M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 65 | Stifel Financial Corp | 2.22M | +5.7% | $75.17M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 66 | Stifel Financial Corp | 2.22M | +5.7% | $75.17M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 67 | Stifel Financial Corp | 2.22M | +5.7% | $75.17M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 68 | Wealth Enhancement Advisory… | 1.89M | +2.3% | $65.57M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 69 | Captrust Financial Advisors | 1.59M | +12.4% | $53.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 70 | Jones Financial Companies Lllp | 1.63M | +16.2% | $53.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Jones Financial Companies Lllp | 1.63M | +16.2% | $53.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Mercer Global Advisors Inc /Adv | 1.30M | -1.1% | $44.15M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 73 | AQR Capital Management ✦ | 1.27M | +33.8% | $41.76M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 74 | AQR Capital Management ✦ | 1.27M | +33.8% | $41.76M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 75 | Citigroup Inc | 1.00M | +9.5% | $33.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Lido Advisors, LLC | 665.08K | -78.6% | $22.51M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 77 | Quantinno Capital Management LP | 662.74K | +27.4% | $22.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Fidelity (FMR) ✦ | 597.02K | +0.5% | $20.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 79 | Fidelity (FMR) ✦ | 597.02K | +0.5% | $20.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 80 | Us Bancorp \De\ | 552.46K | -0.1% | $18.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Us Bancorp \De\ | 552.46K | -0.1% | $18.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Us Bancorp \De\ | 552.46K | -0.1% | $18.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Rockefeller Capital Management L.P. | 411.60K | -10.6% | $13.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Rockefeller Capital Management L.P. | 411.60K | -10.6% | $13.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Goldman Sachs Group ✦ | 328.52K | +120.1% | $11.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 86 | Susquehanna International Group, Llp | 300.95K | +828.5% | $10.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Susquehanna International Group, Llp | 300.95K | +828.5% | $10.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Corient Private Wealth LP | 295.02K | -4.3% | $9.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | BlackRock ✦ (пассивный) | 241.03K | +20.2% | $8.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 90 | BlackRock ✦ (пассивный) | 241.03K | +20.2% | $8.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 91 | BlackRock ✦ (пассивный) | 241.03K | +20.2% | $8.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 237.53K | -28.0% | $8.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 237.53K | -28.0% | $8.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 237.53K | -28.0% | $8.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 237.53K | -28.0% | $8.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Bank of New York Mellon Corp | 237.53K | -28.0% | $8.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Bank of New York Mellon Corp | 237.53K | -28.0% | $8.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Pnc Financial Services Group, Inc. | 221.89K | +80.5% | $7.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Pnc Financial Services Group, Inc. | 221.89K | +80.5% | $7.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Pnc Financial Services Group, Inc. | 221.89K | +80.5% | $7.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Alliancebernstein L.P. | $1.06M | составлял 0.0% |
| Simplex Trading, Llc | $49,550 | составлял 0.0% |
| Group One Trading Llc | $30,586 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,596 держатели, 906.12M акции, $25.59B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q2 2026 ·
Методология ·
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