Effectdossier · gearchiveerd kwartaal
SCHI
naam in afwachting van profielverwerking
42Gevolgde houders
-1Δ houders
24.92MGehouden aandelen
$572.47MGerapporteerde waarde
+1Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.3% ·
aandelenstroom -0.5% ·
netto nieuwe posities -2.4%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 51.73K | $1.11M | n/a | −1 |
| 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 | n/a | n/a |
| Q2 2025 | 3 | 0 | 113.83K | $2.59M | +1 | −1 |
| Q1 2025 | 2 | +1 | 37.88K | $850,846 | +1 | n/a |
| Q4 2024 | 1 | -1 | 22.05K | $486,688 | n/a | −1 |
| Q3 2024 | 2 | 0 | 136.25K | $6.29M | n/a | n/a |
| Q2 2024 | 2 | n/a | 106.57K | $4.70M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | 7.83M | n/a | $179.95M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 7.30M | n/a | $167.68M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.52M | n/a | $57.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 1.25M | n/a | $28.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 1.09M | n/a | $24.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Bank Of America Corp /De/ | 1.07M | n/a | $24.67M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Stifel Financial Corp | 543.94K | n/a | $12.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | LPL Financial LLC | 527.51K | n/a | $12.12M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Blair William & Co/Il | 393.64K | n/a | $9.04M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mariner, LLC | 311.62K | n/a | $7.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Cetera Investment Advisers | 258.33K | n/a | $5.93M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 242.24K | n/a | $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 | n/a | $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 | n/a | $2.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Goldman Sachs Group ✦ | 119.97K | Nieuw | $2.76M | 0.0% | New | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 114.65K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 80.81K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 78.84K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 21 | Northwestern Mutual Wealth… | 78.54K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 74.77K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 67.72K | n/a | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 55.59K | n/a | $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 | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citigroup Inc | 41.31K | n/a | $948,836 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Focus Partners Wealth | 32.09K | n/a | $737,175 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cibc World Market Inc. | 31.60K | n/a | $725,852 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 16.68K | n/a | $383,165 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Cwm, Llc | 15.45K | n/a | $355,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 12.91K | n/a | $296,657 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Cerity Partners LLC | 12.00K | n/a | $275,682 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Financial Engines Advisors L.L.C. | 9.43K | n/a | $216,492 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Empower Advisory Group, LLC | 8.86K | n/a | $203,514 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 4.82K | n/a | $110,715 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 4.65K | n/a | $106,856 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Franklin Resources Inc | 2.25K | n/a | $51,728 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 2.22K | n/a | $51,039 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 1.69K | n/a | $38,819 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Jones Financial Companies Lllp | 802 | n/a | $18,422 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Simplex Trading, Llc | 325 | n/a | $7,465 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $2.76M | 0.0% |
Verlaten
| Renaissance Technologies | $1.97M | was 0.0% |
| Citadel Advisors | $1.64M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 256 houders, 49.19M aandelen, $1.10B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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