Ficha del valor · trimestre archivado
SCHI
nombre pendiente de incorporación al perfil
42Tenedores rastreados
-1Δ titulares
24.92MAcciones mantenidas
$572.47MValor declarado
+1Nuevas posiciones
−2Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -2.3% ·
flujo de acciones -0.5% ·
nuevas posiciones netas -2.4%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 46 | +1 | 27.05M | $612.50M | +4 | −4 |
| Q1 2026 | 47 | +4 | 27.00M | $612.31M | +9 | −5 |
| Q4 2025 | 42 | -1 | 24.92M | $572.47M | +1 | −2 |
| Q3 2025 | 5 | 0 | 660.54K | $15.25M | — | — |
| Q2 2025 | 3 | 0 | 113.83K | $2.59M | +1 | −1 |
| Q1 2025 | 2 | +1 | 37.88K | $850,846 | +1 | — |
| Q4 2024 | 1 | -1 | 22.05K | $486,688 | — | −1 |
| Q3 2024 | 2 | 0 | 136.25K | $6.29M | — | — |
| Q2 2024 | 2 | — | 106.57K | $4.70M | — | — |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | 7.83M | — | $179.95M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 7.30M | — | $167.68M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.52M | — | $57.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 1.25M | — | $28.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 1.09M | — | $24.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Bank Of America Corp /De/ | 1.07M | — | $24.67M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Stifel Financial Corp | 543.94K | — | $12.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | LPL Financial LLC | 527.51K | — | $12.12M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Blair William & Co/Il | 393.64K | — | $9.04M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mariner, LLC | 311.62K | — | $7.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Cetera Investment Advisers | 258.33K | — | $5.93M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 242.24K | — | $5.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 219.22K | -49.7% | $5.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | HighTower Advisors, LLC | 138.84K | — | $3.19M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 135.03K | +188.4% | $3.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Corient Private Wealth LP | 121.11K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Goldman Sachs Group ✦ | 119.97K | Nuevo | $2.76M | 0.0% | New | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 114.65K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 80.81K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 78.84K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 21 | Northwestern Mutual Wealth… | 78.54K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 74.77K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 67.72K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 55.59K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 50.93K | +137.3% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 47.20K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citigroup Inc | 41.31K | — | $948,836 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Focus Partners Wealth | 32.09K | — | $737,175 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cibc World Market Inc. | 31.60K | — | $725,852 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 16.68K | — | $383,165 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Cwm, Llc | 15.45K | — | $355,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 12.91K | — | $296,657 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Cerity Partners LLC | 12.00K | — | $275,682 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Financial Engines Advisors L.L.C. | 9.43K | — | $216,492 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Empower Advisory Group, LLC | 8.86K | — | $203,514 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 4.82K | — | $110,715 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 4.65K | — | $106,856 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Franklin Resources Inc | 2.25K | — | $51,728 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 2.22K | — | $51,039 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 1.69K | — | $38,819 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Jones Financial Companies Lllp | 802 | — | $18,422 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Simplex Trading, Llc | 325 | — | $7,465 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Goldman Sachs Group | $2.76M | 0.0% |
Posición cerrada
| Renaissance Technologies | $1.97M | era 0.0% |
| Citadel Advisors | $1.64M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 256 tenedores, 49.19M acciones, $1.10B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
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