SCHJ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -2.4% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 162.18K | $3.91M | n/a | −1 |
| Q2 2026 | 31 | +7 | 4.24M | $104.55M | +7 | −1 |
| Q1 2026 | 26 | 0 | 2.16M | $53.43M | +2 | −2 |
| Q4 2025 | 26 | 0 | 2.20M | $54.69M | n/a | n/a |
| Q3 2025 | 4 | 0 | 145.07K | $3.62M | n/a | n/a |
| Q2 2025 | 2 | 0 | 19.29K | $478,569 | n/a | n/a |
| Q1 2025 | 1 | +1 | 80.88K | $1.99M | +1 | n/a |
| Q3 2024 | 1 | +1 | 79.00K | $3.92M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 401.04K | n/a | $9.99M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 386.17K | n/a | $9.62M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 331.35K | n/a | $8.26M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 277.44K | n/a | $6.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | HighTower Advisors, LLC | 186.09K | n/a | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 139.73K | n/a | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mariner, LLC | 81.00K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Creative Planning | 52.30K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 49.34K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 48.00K | -14.8% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Ameriprise Financial Inc | 46.01K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 42.07K | -48.5% | $1.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Cerity Partners LLC | 34.46K | n/a | $858,104 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 31.01K | n/a | $772,099 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Corient Private Wealth LP | 30.40K | n/a | $756,910 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Osaic Holdings, Inc. | 22.89K | n/a | $569,983 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Captrust Financial Advisors | 12.94K | n/a | $322,091 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 11.43K | n/a | $284,532 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 8.57K | n/a | $213,370 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1.48K | -77.7% | $36,927 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1.45K | n/a | $36,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Fidelity (FMR) ✦ | 361 | -14.9% | $8,993 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Franklin Resources Inc | 232 | n/a | $5,777 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 157 | n/a | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 111 | n/a | $2,764 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Assetmark, Inc | 44 | n/a | $1,096 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 125 houders, 9.08M aandelen, $215.30M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.