Registro do valor mobiliário · trimestre arquivado
SCHH
Schwab U.S. REIT ETF · Financial Services · Asset Management
63Detentores rastreados
+1Δ titulares
174.17MAções mantidas
$3.64BValor reportado
+1Novas posições
−0Saídas
Dados de momentum (gestores comparáveis):
amplitude de detentores +1.6% ·
fluxo de ações +5.0% ·
novas posições líquidas +1.6%
· fórmula
Acumulação ampla: ações crescentes entre mais detentores
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q4 2025
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 208.48K | $4.56M | n/a | −1 |
| Q2 2026 | 64 | -1 | 219.33M | $5.19B | +3 | −5 |
| Q1 2026 | 67 | +4 | 184.92M | $3.97B | +5 | −1 |
| Q4 2025 | 63 | +1 | 174.17M | $3.64B | +1 | n/a |
| Q3 2025 | 9 | +1 | 29.84M | $643.67M | +1 | n/a |
| Q2 2025 | 5 | +1 | 27.75M | $587.20M | +1 | n/a |
| Q1 2025 | 1 | -1 | 239.00K | $5.14M | +1 | −2 |
| Q4 2024 | 2 | 0 | 92.41K | $1.95M | +1 | −1 |
| Q3 2024 | 2 | -1 | 69.97K | $1.62M | +1 | −2 |
| Q2 2024 | 3 | n/a | 212.25K | $4.24M | n/a | n/a |
Quem detém · Q4 2025
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 60.04M | n/a | $1.25B | 2.4% | n/c | 1 | SEC ↗ |
| 2 | Us Bancorp \De\ | 32.75M | n/a | $684.18M | 0.8% | n/c | 1 | SEC ↗ ×4 |
| 3 | Fidelity (FMR) ✦ | 24.33M | -12.9% | $508.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Creative Planning | 21.11M | n/a | $440.89M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 5 | Two Sigma Investments ✦ | 11.68M | Novo | $244.03M | 0.4% | New | 1 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 7.65M | n/a | $159.73M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Cerity Partners LLC | 2.66M | n/a | $55.48M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 8 | Ameriprise Financial Inc | 2.00M | n/a | $41.71M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | BlackRock ✦ (passivo) | 1.31M | +24.2% | $27.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Envestnet Asset Management Inc | 1.16M | n/a | $24.32M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Pnc Financial Services Group, Inc. | 802.75K | n/a | $16.77M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 12 | UBS Group AG | 538.40K | n/a | $11.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Mariner, LLC | 411.65K | n/a | $8.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Bnp Paribas Financial Markets | 410.15K | n/a | $8.57M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 409.07K | n/a | $8.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Morgan Stanley ✦ | 400.68K | -6.0% | $8.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 17 | Focus Partners Wealth | 364.96K | n/a | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 353.94K | n/a | $7.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | LPL Financial LLC | 347.75K | n/a | $7.26M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 340.94K | n/a | $7.12M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wealthfront Advisers LLC | 339.33K | n/a | $7.09M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Neuberger Berman Group LLC | 332.79K | n/a | $6.95M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 324.76K | n/a | $6.78M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 321.55K | n/a | $6.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Bank Of America Corp /De/ | 318.56K | n/a | $6.65M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 26 | Wealth Enhancement Advisory… | 305.78K | n/a | $6.43M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS AM, a distinct business unit of… | 281.39K | n/a | $5.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Osaic Holdings, Inc. | 277.38K | n/a | $5.79M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 29 | Baird Financial Group, Inc. | 215.08K | n/a | $4.49M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 208.39K | n/a | $4.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | D. E. Shaw & Co. ✦ | 204.66K | +253.2% | $4.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Invesco Ltd. | 200.29K | n/a | $4.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | HighTower Advisors, LLC | 187.94K | n/a | $3.93M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 186.71K | n/a | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Raymond James Financial Inc | 148.66K | n/a | $3.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Mercer Global Advisors Inc /Adv | 122.19K | n/a | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Gotham Asset Management ✦ | 116.01K | 0.0% | $2.42M | 0.0% | Held | 2 | SEC ↗ |
| 38 | Corient Private Wealth LP | 105.93K | n/a | $2.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | Royal Bank Of Canada | 98.85K | n/a | $2.06M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 40 | Empower Advisory Group, LLC | 88.94K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Lido Advisors, LLC | 83.16K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 70.45K | -60.9% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 43 | Truist Financial Corp | 58.07K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 44 | Commonwealth Equity Services, Llc | 55.36K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Mml Investors Services, Llc | 53.70K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Stifel Financial Corp | 42.74K | n/a | $892,865 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 47 | Citigroup Inc | 42.28K | n/a | $883,334 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 40.86K | n/a | $853,482 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Captrust Financial Advisors | 37.29K | n/a | $779,062 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 36.45K | n/a | $761,370 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 51 | The Vanguard Group ✦ (passivo) | 30.82K | +13.4% | $643,870 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | Quantinno Capital Management LP | 27.64K | n/a | $577,363 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Rakuten Investment Management, Inc. | 21.42K | n/a | $459,030 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Sei Investments Co | 21.37K | n/a | $446,440 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Goldman Sachs Group ✦ | 19.55K | -34.0% | $408,316 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Northern Trust Corp | 18.41K | n/a | $384,480 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 14.37K | +0.3% | $300,128 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Sumitomo Mitsui Trust Group, Inc. | 13.33K | n/a | $278,443 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Cwm, Llc | 13.09K | n/a | $274,000 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Bank Of Montreal /Can/ | 10.50K | n/a | $219,366 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 61 | Blair William & Co/Il | 5.81K | n/a | $121,350 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Fifth Third Bancorp | 1.85K | n/a | $38,605 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Franklin Resources Inc | 824 | n/a | $17,213 | 0.0% | n/c | 1 | SEC ↗ |
"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.
Novos compradores
| Two Sigma Investments | $244.03M | 0.4% |
Encerrado
| Nenhuma saída rastreada neste trimestre. |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 561 detentores, 231.15M ações, $4.90B reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
Frequentemente detidos em conjunto
O que os detentores rastreados deste título mais frequentemente também detêm: contagens de propriedade compartilhada, não relações fundamentais.
Proveniência: Participação a partir de posições em ações ordinárias de 13F analisadas (universo rastreado, conjuntos comparáveis para variações); linhas de insiders dos Formulários 3/4/5; participações dos Schedules 13D/13G; cada filing está vinculado ao original no SEC EDGAR.
Período de referência: Q4 2025 ·
Metodologia ·
Obtenha isto via API