Запись по ценной бумаге · архивный квартал
SCHH
Schwab U.S. REIT ETF · Financial Services · Asset Management
67Отслеживаемые держатели
+4Δ держателей
184.92MАкций в держании
$3.97BОтчётная стоимость
+5Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +6.3% ·
поток акций +6.1% ·
новые чистые позиции +6.0%
· формула
Широкое накопление: рост долей у всё большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (пассивный) | 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 | Новый | $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 | Новый | $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 | Новый | $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 | Новый | $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 | Новый | $4,489 | 0.0% | New | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| 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% |
Закрыто
| Lido Advisors, LLC | $1.79M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 561 держатели, 231.15M акции, $4.90B 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 владельцы 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: Q1 2026 ·
Методология ·
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