Effectdossier
SCHG
Schwab U.S. Large-Cap Growth ETF · Financial Services · Asset Management
72Gevolgde houders
+1Δ houders
504.28MGehouden aandelen
$17.04BGerapporteerde waarde
+4Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +1.4% ·
aandelenstroom +18.7% ·
netto nieuwe posities 0.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
| 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 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×2 |
| 7 | Cetera Investment Advisers | 19.04M | +6.0% | $644.18M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 18.40M | +1.1% | $622.58M | 0.7% | ▲ Add | 3 | SEC ↗ ×5 |
| 9 | Raymond James Financial Inc | 16.97M | +7.2% | $574.19M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Ameriprise Financial Inc | 16.01M | -2.5% | $542.07M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 11 | Northwestern Mutual Wealth… | 10.97M | +8.1% | $371.20M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 10.84M | +19.5% | $366.87M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 10.47M | +21.5% | $354.42M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 14 | Morgan Stanley ✦ | 9.52M | +2.3% | $322.14M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 15 | Bank Of America Corp /De/ | 8.45M | -15.6% | $285.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 16 | JPMorgan Chase ✦ | 8.22M | +4.0% | $275.08M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 17 | Focus Partners Wealth | 6.84M | -43.7% | $231.33M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 3.63M | -1.9% | $122.77M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 3.40M | +7.1% | $115.17M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Cerity Partners LLC | 3.90M | +22.1% | $113.14M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 21 | UBS Group AG | 3.27M | -0.2% | $110.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 22 | Creative Planning | 3.25M | -1.1% | $109.98M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Royal Bank Of Canada | 2.87M | +0.8% | $97.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 24 | Assetmark, Inc | 2.59M | -11.0% | $87.57M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 2.22M | +5.7% | $75.17M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 26 | Wealth Enhancement Advisory… | 1.89M | +2.3% | $65.57M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Captrust Financial Advisors | 1.59M | +12.4% | $53.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 1.63M | +16.2% | $53.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | Mercer Global Advisors Inc /Adv | 1.30M | -1.1% | $44.15M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 1.27M | +33.8% | $41.76M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 31 | Citigroup Inc | 1.00M | +9.5% | $33.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Lido Advisors, LLC | 665.08K | -78.6% | $22.51M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 33 | Quantinno Capital Management LP | 662.74K | +27.4% | $22.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 597.02K | +0.5% | $20.20M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 35 | Us Bancorp \De\ | 552.46K | -0.1% | $18.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 36 | Rockefeller Capital Management L.P. | 411.60K | -10.6% | $13.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 37 | Goldman Sachs Group ✦ | 328.52K | +120.1% | $11.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 300.95K | +828.5% | $10.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Corient Private Wealth LP | 295.02K | -4.3% | $9.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | BlackRock ✦ (passief) | 241.03K | +20.2% | $8.16M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 41 | Bank of New York Mellon Corp | 237.53K | -28.0% | $8.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 42 | Pnc Financial Services Group, Inc. | 221.89K | +80.5% | $7.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 43 | Baird Financial Group, Inc. | 186.85K | +1.6% | $6.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 44 | D. E. Shaw & Co. ✦ | 173.70K | Nieuw | $5.88M | 0.0% | New | 1 | SEC ↗ |
| 45 | Hrt Financial Lp | 170.30K | +75.4% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Northern Trust Corp | 168.94K | +1.5% | $5.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 47 | Wealthfront Advisers LLC | 166.12K | -2.9% | $5.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 159.29K | +2.8% | $5.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 49 | Two Sigma Investments ✦ | 143.02K | -90.5% | $4.84M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 50 | Blair William & Co/Il | 140.83K | -6.1% | $4.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 111.29K | +2.0% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | CIBC Bancorp USA Inc. | 78.37K | -3.0% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Jane Street Group, Llc | 72.96K | -88.7% | $2.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Brown Advisory Inc | 72.86K | +5.0% | $2.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Fifth Third Bancorp | 67.92K | +12.1% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Tudor Investment Corp Et Al | 50.07K | -27.3% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Nuveen, LLC | 45.06K | Nieuw | $1.52M | 0.0% | New | 1 | SEC ↗ |
| 58 | Fisher Asset Management ✦ | 40.11K | -31.3% | $1.36M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 59 | UBS AM, a distinct business unit of… | 29.20K | -72.9% | $988,060 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | IMC-Chicago, LLC | 27.87K | +143.4% | $943,053 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | First Trust Advisors Lp | 16.20K | -5.6% | $548,072 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Balyasny Asset Management L.P. | 12.31K | Nieuw | $416,435 | 0.0% | New | 1 | SEC ↗ |
| 63 | Neuberger Berman Group LLC | 8.96K | -6.4% | $303,206 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Franklin Resources Inc | 8.15K | -2.1% | $275,897 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 65 | Gotham Asset Management ✦ | 8.00K | 0.0% | $270,720 | 0.0% | Held | 5 | SEC ↗ |
| 66 | Barclays Plc | 7.72K | 0.0% | $261,245 | 0.0% | Held | 2 | SEC ↗ |
| 67 | Empower Advisory Group, LLC | 7.28K | -15.3% | $246,220 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Allspring Global Investments… | 6.29K | Nieuw | $214,255 | 0.0% | New | 1 | SEC ↗ |
| 69 | Qube Research & Technologies Ltd | 3.69K | -52.2% | $124,971 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | National Bank Of Canada /Fi/ | 2.77K | -49.6% | $93,709 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 2.00K | +53.2% | $67,748 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | TD Waterhouse Canada Inc. | 919 | +14.9% | $31,334 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| D. E. Shaw & Co. | $5.88M | 0.0% |
| Nuveen, LLC | $1.52M | 0.0% |
| Balyasny Asset Management L.P. | $416,435 | 0.0% |
| Allspring Global Investments… | $214,255 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $251.23M | was 0.3% |
| Alliancebernstein L.P. | $1.06M | was 0.0% |
| Simplex Trading, Llc | $49,550 | was 0.0% |
| Group One Trading Llc | $30,586 | 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 verder het vaakst 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: Q2 2026 ·
Methodologie ·
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