SCHJ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -1.6% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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 | Cetera Investment Advisers | 388.79K | +0.7% | $9.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 386.21K | -3.7% | $9.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 287.70K | +3.7% | $7.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | HighTower Advisors, LLC | 195.30K | +5.0% | $4.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 160.87K | +1307.8% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 160.82K | -51.5% | $3.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 124.60K | -10.8% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mariner, LLC | 88.78K | +9.6% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Creative Planning | 77.22K | +47.6% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 56.17K | +13.8% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 53.42K | +11.3% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Ameriprise Financial Inc | 47.31K | +2.8% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Cerity Partners LLC | 34.47K | 0.0% | $852,172 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 24.79K | -20.1% | $612,924 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 20.85K | -8.9% | $515,744 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Corient Private Wealth LP | 15.29K | -49.7% | $378,123 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 14.56K | +69.9% | $359,960 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 14.16K | +9.5% | $350,091 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 5.00K | +1283.9% | $123,533 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Fifth Third Bancorp | 2.00K | Nieuw | $49,450 | 0.0% | New | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.49K | +0.7% | $36,914 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.10K | -24.4% | $27,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Franklin Resources Inc | 232 | 0.0% | $5,736 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 209 | Nieuw | $5,168 | 0.0% | New | 1 | SEC ↗ |
| 25 | Cwm, Llc | 157 | 0.0% | $3,869 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Assetmark, Inc | 76 | +72.7% | $1,879 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fifth Third Bancorp | $49,450 | 0.0% |
| Wells Fargo & Company/Mn | $5,168 | 0.0% |
Verlaten
| Citadel Advisors | $1.05M | was 0.0% |
| Jones Financial Companies Lllp | $2,764 | was 0.0% |
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.