Effectdossier · gearchiveerd kwartaal
SCHI
naam in afwachting van profielverwerking
46Gevolgde houders
+1Δ houders
27.05MGehouden aandelen
$612.50MGerapporteerde waarde
+4Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.2% ·
aandelenstroom +0.7% ·
netto nieuwe posities 0.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | 8.77M | +2.8% | $198.52M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 7.24M | +0.4% | $163.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.49M | -9.7% | $56.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 1.30M | -18.8% | $29.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 1.25M | +13.8% | $28.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Citadel Advisors ✦ | 1.01M | +223.3% | $22.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 859.62K | -15.8% | $19.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Stifel Financial Corp | 559.09K | +1.6% | $12.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 521.04K | +4.8% | $11.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 438.38K | Nieuw | $9.92M | 0.0% | New | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 428.44K | +51.4% | $9.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 237.07K | +0.9% | $5.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 226.82K | -72.3% | $5.16M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 14 | Mariner, LLC | 206.59K | +0.3% | $4.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Blair William & Co/Il | 178.30K | -18.5% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 151.73K | +58.1% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 125.54K | +50.2% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Creative Planning | 124.05K | +0.4% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Hrt Financial Lp | 107.67K | Nieuw | $2.44M | 0.0% | New | 1 | SEC ↗ |
| 20 | Citigroup Inc | 105.91K | +104.8% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 81.34K | +10.8% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Morgan Stanley ✦ | 77.62K | -39.5% | $1.76M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 23 | Corient Private Wealth LP | 73.27K | +34.4% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 70.60K | -29.2% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Jane Street Group, Llc | 61.83K | -83.4% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 53.63K | -1.6% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 49.63K | +5.0% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 46.13K | -37.9% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Focus Partners Wealth | 45.14K | +10.5% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 36.06K | -18.0% | $816,453 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Cerity Partners LLC | 29.32K | +40.4% | $663,805 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | CIBC Bancorp USA Inc. | 16.38K | +4.5% | $370,864 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 14.49K | 0.0% | $327,915 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 34 | AQR Capital Management ✦ | 10.80K | +6.2% | $244,538 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Quantinno Capital Management LP | 10.55K | +12.4% | $238,761 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 9.79K | +3.6% | $221,532 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Financial Engines Advisors L.L.C. | 9.20K | +1.3% | $208,265 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 8.57K | +73.2% | $194,070 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 39 | Wells Fargo & Company/Mn | 7.04K | -25.1% | $159,494 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 40 | Bank Of Montreal /Can/ | 3.17K | +159.8% | $71,769 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 41 | Jones Financial Companies Lllp | 2.96K | Nieuw | $67,267 | 0.0% | New | 1 | SEC ↗ |
| 42 | Franklin Resources Inc | 2.25K | 0.0% | $50,985 | 0.0% | Held | 3 | SEC ↗ |
| 43 | UBS Group AG | 2.17K | +637.3% | $49,242 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | Assetmark, Inc | 1.83K | -95.5% | $41,409 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Simplex Trading, Llc | 1.04K | Nieuw | $23,500 | 0.0% | New | 1 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 329 | -93.5% | $7,449 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $9.92M | 0.0% |
| Hrt Financial Lp | $2.44M | 0.0% |
| Jones Financial Companies Lllp | $67,267 | 0.0% |
| Simplex Trading, Llc | $23,500 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $3.02M | was 0.0% |
| Millennium Management | $274,179 | was 0.0% |
| Baird Financial Group, Inc. | $233,332 | was 0.0% |
| Qube Research & Technologies… | $4,423 | 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: Q2 2026 ·
Methodologie ·
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