سجل الورقة المالية
SCHH
Schwab U.S. REIT ETF · Financial Services · Asset Management
65الحاملون المتتبعون
-1Δ المساهمون
219.54Mالأسهم المحتفظ بها
$5.20Bالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−4الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -1.5% ·
تدفق الأسهم +18.7% ·
المراكز الجديدة الصافية -1.5%
— الصيغة
تراكم مركّز — ارتفاع الأسهم بين عدد أقل من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 9 | +1 | 29.84M | $643.67M | +1 | — |
| Q2 2025 | 5 | +1 | 27.75M | $587.20M | +1 | — |
| 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 | — | 212.25K | $4.24M | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 59.84M | -0.1% | $1.42B | 2.5% | ▼ Trim | 3 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 49.79M | +557.8% | $1.18B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 3 | Us Bancorp \De\ | 34.33M | +1.9% | $813.05M | 0.9% | ▲ Add | 3 | SEC ↗ |
| 4 | Us Bancorp \De\ | 34.33M | +1.9% | $813.05M | 0.9% | ▲ Add | 3 | SEC ↗ |
| 5 | Us Bancorp \De\ | 34.33M | +1.9% | $813.05M | 0.9% | ▲ Add | 3 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 24.73M | -1.6% | $585.68M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 24.73M | -1.6% | $585.68M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 24.73M | -1.6% | $585.68M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | Creative Planning | 19.66M | -3.4% | $465.47M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 10 | Creative Planning | 19.66M | -3.4% | $465.47M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 11.76M | +6.5% | $278.40M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 3.19M | -73.5% | $75.46M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 13 | Cerity Partners LLC | 2.72M | +2.4% | $64.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Cerity Partners LLC | 2.72M | +2.4% | $64.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Cerity Partners LLC | 2.72M | +2.4% | $64.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 2.18M | +7.5% | $51.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 2.18M | +7.5% | $51.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 2.18M | +7.5% | $51.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Invesco Ltd. | 944.50K | +42.4% | $22.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | BlackRock ✦ (سلبي) | 874.40K | -25.4% | $20.71M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | BlackRock ✦ (سلبي) | 874.40K | -25.4% | $20.71M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | BlackRock ✦ (سلبي) | 874.40K | -25.4% | $20.71M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 595.92K | +430.3% | $14.11M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 24 | LPL Financial LLC | 519.85K | +41.3% | $12.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 503.19K | -2.6% | $11.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 503.19K | -2.6% | $11.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 503.19K | -2.6% | $11.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 503.19K | -2.6% | $11.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 503.19K | -2.6% | $11.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 478.95K | +25.9% | $11.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Assetmark, Inc | 463.45K | +150.0% | $10.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Wealthfront Advisers LLC | 429.43K | +7.9% | $10.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mariner, LLC | 423.39K | +5.7% | $10.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Mariner, LLC | 423.39K | +5.7% | $10.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Focus Partners Wealth | 395.39K | +9.8% | $9.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 395.08K | +0.9% | $9.36M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 395.08K | +0.9% | $9.36M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 395.08K | +0.9% | $9.36M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 395.08K | +0.9% | $9.36M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 354.24K | -0.6% | $8.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 354.24K | -0.6% | $8.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 354.24K | -0.6% | $8.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 343.60K | +7.7% | $8.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Osaic Holdings, Inc. | 343.60K | +7.7% | $8.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Osaic Holdings, Inc. | 343.60K | +7.7% | $8.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 343.60K | +7.7% | $8.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 342.80K | -3.3% | $8.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 342.80K | -3.3% | $8.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 336.65K | -6.1% | $7.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Neuberger Berman Group LLC | 332.27K | -0.1% | $7.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 293.98K | 0.0% | $6.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | UBS AM, a distinct business unit of… | 293.98K | 0.0% | $6.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Bnp Paribas Financial Markets | 283.56K | -4.8% | $6.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Bank Of America Corp /De/ | 283.40K | +13.6% | $6.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Bank Of America Corp /De/ | 283.40K | +13.6% | $6.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Bank Of America Corp /De/ | 283.40K | +13.6% | $6.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | UBS Group AG | 253.72K | -48.2% | $6.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | UBS Group AG | 253.72K | -48.2% | $6.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Baird Financial Group, Inc. | 209.61K | +0.8% | $4.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Baird Financial Group, Inc. | 209.61K | +0.8% | $4.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | HighTower Advisors, LLC | 209.29K | +1.6% | $4.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Wealth Enhancement Advisory… | 201.71K | -6.2% | $4.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Cetera Investment Advisers | 191.17K | +0.5% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Raymond James Financial Inc | 170.24K | +18.2% | $4.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Raymond James Financial Inc | 170.24K | +18.2% | $4.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Mercer Global Advisors Inc /Adv | 136.34K | +30.5% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | CIBC Bancorp USA Inc. | 129.90K | +14.4% | $3.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | CIBC Bancorp USA Inc. | 129.90K | +14.4% | $3.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Renaissance Technologies ✦ | 124.90K | جديد | $2.96M | 0.0% | New | 1 | SEC ↗ |
| 70 | Hrt Financial Lp | 103.34K | -8.4% | $2.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Gotham Asset Management ✦ | 99.06K | 0.0% | $2.35M | 0.0% | Held | 4 | SEC ↗ |
| 72 | Mml Investors Services, Llc | 92.04K | +84.0% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | JPMorgan Chase ✦ | 81.86K | +18.1% | $1.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 74 | JPMorgan Chase ✦ | 81.86K | +18.1% | $1.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 75 | JPMorgan Chase ✦ | 81.86K | +18.1% | $1.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 76 | JPMorgan Chase ✦ | 81.86K | +18.1% | $1.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 77 | JPMorgan Chase ✦ | 81.86K | +18.1% | $1.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 78 | JPMorgan Chase ✦ | 81.86K | +18.1% | $1.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 79 | Stifel Financial Corp | 78.21K | +0.9% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Stifel Financial Corp | 78.21K | +0.9% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Stifel Financial Corp | 78.21K | +0.9% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 66.20K | +64.9% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 66.20K | +64.9% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 66.20K | +64.9% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 66.20K | +64.9% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Royal Bank Of Canada | 65.76K | -2.6% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Royal Bank Of Canada | 65.76K | -2.6% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Royal Bank Of Canada | 65.76K | -2.6% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Royal Bank Of Canada | 65.76K | -2.6% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Royal Bank Of Canada | 65.76K | -2.6% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Commonwealth Equity Services, Llc | 60.66K | +9.0% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Empower Advisory Group, LLC | 58.33K | -2.8% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Truist Financial Corp | 56.58K | -5.8% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Truist Financial Corp | 56.58K | -5.8% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Truist Financial Corp | 56.58K | -5.8% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Quantinno Capital Management LP | 44.17K | +67.7% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Captrust Financial Advisors | 39.81K | +8.5% | $942,750 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Corient Private Wealth LP | 38.45K | +285.1% | $910,489 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Northern Trust Corp | 38.02K | -10.9% | $900,290 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Nuveen, LLC | 28.31K | جديد | $670,291 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Renaissance Technologies | $2.96M | 0.0% |
| Nuveen, LLC | $670,291 | 0.0% |
تم الخروج
| Tudor Investment Corp Et Al | $3.45M | كان 0.0% |
| Barclays Plc | $2.54M | كان 0.0% |
| Susquehanna International… | $1.19M | كان 0.0% |
| Franklin Resources Inc | $17,708 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 561 المالكون, 231.15M الأسهم, $4.90B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q2 2026 ·
المنهجية ·
احصل على هذا عبر API