Effectdossier · gearchiveerd kwartaal
SCHK
Schwab 1000 Index ETF · Financial Services · Asset Management
44Gevolgde houders
+1Δ houders
52.86MGehouden aandelen
$1.73BGerapporteerde waarde
+2Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.3% ·
aandelenstroom -0.4% ·
netto nieuwe posities +2.3%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 49 | 0 | 53.49M | $1.93B | +4 | −4 |
| Q1 2026 | 50 | +6 | 53.83M | $1.69B | +9 | −3 |
| Q4 2025 | 44 | +1 | 52.86M | $1.73B | +2 | −1 |
| Q3 2025 | 6 | -1 | 461.56K | $14.83M | +1 | −2 |
| Q2 2025 | 4 | +1 | 300.43K | $8.96M | +2 | −1 |
| Q1 2025 | 2 | -2 | 46.18K | $1.24M | +1 | −3 |
| Q4 2024 | 4 | +3 | 546.70K | $15.48M | +3 | — |
| Q3 2024 | 1 | 0 | 23.10K | $1.28M | — | — |
| Q2 2024 | 1 | — | 34.50K | $1.81M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 43.68M | — | $1.43B | 2.7% | n/c | 1 | SEC ↗ |
| 2 | Charles Schwab Investment… | 3.48M | — | $114.06M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Creative Planning | 3.13M | — | $102.80M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Creative Planning | 3.13M | — | $102.80M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Focus Partners Wealth | 477.31K | — | $15.66M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mariner, LLC | 313.58K | — | $10.29M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mariner, LLC | 313.58K | — | $10.29M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 236.12K | — | $7.74M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 178.12K | — | $5.84M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 178.12K | — | $5.84M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 146.26K | — | $4.88M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cerity Partners LLC | 118.31K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cerity Partners LLC | 118.31K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Us Bancorp \De\ | 108.95K | — | $3.57M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Us Bancorp \De\ | 108.95K | — | $3.57M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Lido Advisors, LLC | 108.65K | — | $3.49M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 85.63K | +5.7% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 85.63K | +5.7% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 85.63K | +5.7% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 81.93K | 0.0% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Captrust Financial Advisors | 78.75K | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 76.83K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 70.10K | — | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Renaissance Technologies ✦ | 50.80K | -54.5% | $1.67M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 25 | Raymond James Financial Inc | 45.33K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Raymond James Financial Inc | 45.33K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 41.19K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 40.54K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 40.54K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Corient Private Wealth LP | 34.92K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Corient Private Wealth LP | 34.92K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Stifel Financial Corp | 33.32K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 30.27K | — | $992,921 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Brown Advisory Inc | 26.00K | — | $852,800 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 25.48K | — | $835,630 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 21.98K | — | $720,878 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 21.98K | — | $720,878 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Quantinno Capital Management LP | 19.85K | — | $651,109 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 15.83K | -53.2% | $519,132 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 15.83K | -53.2% | $519,132 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 15.83K | -53.2% | $519,132 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Millennium Management ✦ | 15.61K | Nieuw | $511,942 | 0.0% | New | 1 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 14.91K | Nieuw | $489,031 | 0.0% | New | 1 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 12.41K | — | $407,072 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Royal Bank Of Canada | 11.32K | — | $371,000 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Royal Bank Of Canada | 11.32K | — | $371,000 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | BlackRock ✦ (passief) | 9.82K | -33.7% | $322,260 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | UBS Group AG | 9.46K | — | $310,190 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 7.51K | — | $246,220 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Tudor Investment Corp Et Al | 6.74K | — | $220,908 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Blair William & Co/Il | 6.12K | — | $200,867 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 4.20K | — | $137,760 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Qube Research & Technologies Ltd | 3.51K | — | $115,161 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | National Bank Of Canada /Fi/ | 2.57K | — | $84,336 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Wells Fargo & Company/Mn | 1.00K | — | $32,815 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 710 | — | $23,288 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Assetmark, Inc | 681 | — | $22,337 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Cwm, Llc | 427 | — | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Millennium Management | $511,942 | 0.0% |
| AQR Capital Management | $489,031 | 0.0% |
Verlaten
| Goldman Sachs Group | $4.44M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 233 houders, 72.95M aandelen, $2.28B 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 verder het vaakst 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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