Catatan efek · kuartal yang diarsipkan
SCHH
Schwab U.S. REIT ETF · Financial Services · Asset Management
67Pemegang yang dilacak
+4Δ pemegang
184.92MSaham yang dipegang
$3.97BNilai yang dilaporkan
+5Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +6.3% ·
aliran saham +6.1% ·
posisi baru bersih +6.0%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 674.82K | $14.84M | n/a | n/a |
| Q2 2026 | 65 | -1 | 219.54M | $5.20B | +3 | −4 |
| 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 |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 59.89M | -0.3% | $1.29B | 2.6% | ▼ Trim | 2 | SEC ↗ |
| 2 | Us Bancorp \De\ | 33.68M | +2.8% | $723.72M | 0.9% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Fidelity (FMR) ✦ | 25.14M | +3.3% | $540.18M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 4 | Creative Planning | 20.36M | -3.5% | $437.49M | 0.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Two Sigma Investments ✦ | 12.02M | +2.9% | $258.39M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 11.04M | +848.6% | $237.35M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 7.57M | -1.0% | $162.69M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cerity Partners LLC | 2.66M | +0.1% | $57.16M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Ameriprise Financial Inc | 2.03M | +1.5% | $43.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | BlackRock ✦ (pasif) | 1.17M | -10.5% | $25.21M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 11 | Invesco Ltd. | 663.19K | +231.1% | $14.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Pnc Financial Services Group, Inc. | 516.84K | -35.6% | $11.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 13 | UBS Group AG | 489.47K | -9.1% | $10.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Mariner, LLC | 400.56K | -2.7% | $8.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Wealthfront Advisers LLC | 397.97K | +17.3% | $8.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 391.70K | -2.2% | $8.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 17 | Jones Financial Companies Lllp | 380.55K | +18.4% | $8.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | LPL Financial LLC | 367.85K | +5.8% | $7.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Focus Partners Wealth | 359.96K | -1.4% | $7.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 358.57K | +5.2% | $7.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 356.19K | -12.9% | $7.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 22 | Rockefeller Capital Management L.P. | 354.64K | +0.2% | $7.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Neuberger Berman Group LLC | 332.68K | 0.0% | $7.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 319.17K | +15.1% | $6.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 25 | Bnp Paribas Financial Markets | 297.74K | -27.4% | $6.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS AM, a distinct business unit of… | 294.00K | +4.5% | $6.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Bank Of America Corp /De/ | 249.41K | -21.7% | $5.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Wealth Enhancement Advisory… | 214.98K | -29.7% | $4.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Baird Financial Group, Inc. | 207.84K | -3.4% | $4.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 206.03K | +9.6% | $4.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cetera Investment Advisers | 190.28K | -41.4% | $4.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 185.36K | -0.7% | $3.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Tudor Investment Corp Et Al | 160.59K | Baru | $3.45M | 0.0% | New | 1 | SEC ↗ |
| 34 | Raymond James Financial Inc | 144.07K | -3.1% | $3.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Barclays Plc | 118.38K | Baru | $2.54M | 0.0% | New | 1 | SEC ↗ ×2 |
| 36 | CIBC Bancorp USA Inc. | 113.54K | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Hrt Financial Lp | 112.81K | Baru | $2.42M | 0.0% | New | 1 | SEC ↗ |
| 38 | D. E. Shaw & Co. ✦ | 112.38K | -45.1% | $2.42M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 104.48K | -14.5% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Gotham Asset Management ✦ | 99.06K | -14.6% | $2.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Stifel Financial Corp | 77.48K | +81.3% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Point72 Asset Management ✦ | 72.97K | Baru | $1.57M | 0.0% | New | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 69.33K | -1.6% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 44 | Royal Bank Of Canada | 67.50K | -31.7% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 45 | Truist Financial Corp | 60.07K | +3.4% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 46 | Empower Advisory Group, LLC | 60.01K | -32.5% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Commonwealth Equity Services, Llc | 55.67K | +0.6% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Susquehanna International Group, Llp | 55.44K | -73.4% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Mml Investors Services, Llc | 50.01K | -6.9% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Rakuten Investment Management, Inc. | 42.84K | +100.0% | $918,060 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Northern Trust Corp | 42.69K | +132.0% | $917,473 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 40.15K | +10.2% | $862,907 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 53 | Captrust Financial Advisors | 36.69K | -1.6% | $788,378 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Quantinno Capital Management LP | 26.33K | -4.7% | $565,925 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Sei Investments Co | 20.59K | -3.6% | $442,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 19.15K | +33.3% | $411,622 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | Goldman Sachs Group ✦ | 15.94K | -18.4% | $342,637 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Cwm, Llc | 12.43K | -5.1% | $267,149 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Sumitomo Mitsui Trust Group, Inc. | 10.79K | -19.1% | $231,791 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Corient Private Wealth LP | 9.98K | -90.6% | $206,664 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Fifth Third Bancorp | 4.77K | +158.3% | $102,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Blair William & Co/Il | 4.56K | -21.5% | $97,952 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Russell Investments Group, Ltd. | 2.74K | -93.3% | $58,901 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Franklin Resources Inc | 824 | 0.0% | $17,708 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Citigroup Inc | 742 | -98.2% | $15,946 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Bank Of Montreal /Can/ | 230 | -97.8% | $4,942 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 67 | TD Waterhouse Canada Inc. | 208 | Baru | $4,489 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tudor Investment Corp Et Al | $3.45M | 0.0% |
| Barclays Plc | $2.54M | 0.0% |
| Hrt Financial Lp | $2.42M | 0.0% |
| Point72 Asset Management | $1.57M | 0.0% |
| TD Waterhouse Canada Inc. | $4,489 | 0.0% |
Telah keluar
| Lido Advisors, LLC | $1.79M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 561 pemegang, 231.15M saham, $4.90B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
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