Effectdossier · gearchiveerd kwartaal
SCHK
Schwab 1000 Index ETF · Financial Services · Asset Management
50Gevolgde houders
+6Δ houders
53.83MGehouden aandelen
$1.69BGerapporteerde waarde
+9Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +13.6% ·
aandelenstroom +1.8% ·
netto nieuwe posities +12.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 170.34K | $6.33M | n/a | −1 |
| Q2 2026 | 48 | 0 | 53.45M | $1.93B | +4 | −5 |
| 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 | n/a |
| Q3 2024 | 1 | 0 | 23.10K | $1.28M | n/a | n/a |
| Q2 2024 | 1 | n/a | 34.50K | $1.81M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 43.61M | -0.1% | $1.37B | 2.8% | ▼ Trim | 2 | SEC ↗ |
| 2 | Creative Planning | 3.90M | +24.4% | $122.16M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Charles Schwab Investment… | 3.45M | -0.8% | $108.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Focus Partners Wealth | 477.54K | +0.1% | $14.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mariner, LLC | 449.17K | +43.2% | $14.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 246.31K | +4.3% | $7.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 173.74K | -2.5% | $5.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Susquehanna International Group, Llp | 135.91K | +235.2% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Wealth Enhancement Advisory… | 124.31K | -15.0% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cerity Partners LLC | 116.87K | -1.2% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Us Bancorp \De\ | 106.14K | -2.6% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 87.53K | +2.2% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | Fidelity (FMR) ✦ | 86.22K | +5.2% | $2.70M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 14 | Captrust Financial Advisors | 79.67K | +1.2% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 78.28K | +1.9% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 67.56K | -3.6% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 54.08K | +31.3% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 50.95K | +222.0% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 19 | Lido Advisors, LLC | 42.80K | -60.6% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Corient Private Wealth LP | 42.63K | +22.1% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 39.24K | Nieuw | $1.23M | 0.0% | New | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 36.30K | +8.9% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Raymond James Financial Inc | 35.06K | -22.7% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | HighTower Advisors, LLC | 33.52K | +10.8% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | BlackRock ✦ (passief) | 31.96K | +225.3% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Brown Advisory Inc | 26.00K | 0.0% | $814,580 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 24.09K | +21.4% | $754,808 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 22.35K | +49.9% | $700,296 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 21.71K | -14.8% | $680,122 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 21.70K | -1.2% | $679,950 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Fifth Third Bancorp | 19.12K | Nieuw | $599,081 | 0.0% | New | 1 | SEC ↗ |
| 32 | Hrt Financial Lp | 18.34K | Nieuw | $574,000 | 0.0% | New | 1 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 16.25K | Nieuw | $509,175 | 0.0% | New | 1 | SEC ↗ |
| 34 | Truist Financial Corp | 12.97K | Nieuw | $406,457 | 0.0% | New | 1 | SEC ↗ ×2 |
| 35 | Mercer Global Advisors Inc /Adv | 12.97K | +4.5% | $406,352 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 12.39K | Nieuw | $388,346 | 0.0% | New | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 11.90K | +1575.5% | $372,702 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Royal Bank Of Canada | 11.19K | -1.2% | $351,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | D. E. Shaw & Co. ✦ | 10.87K | Nieuw | $340,651 | 0.0% | New | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 7.51K | +0.1% | $235,423 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Blair William & Co/Il | 6.12K | 0.0% | $191,865 | 0.0% | Held | 2 | SEC ↗ |
| 42 | UBS Group AG | 4.85K | -48.8% | $151,856 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Russell Investments Group, Ltd. | 4.22K | +0.6% | $132,307 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 2.57K | 0.0% | $80,555 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Qube Research & Technologies Ltd | 1.06K | -69.7% | $33,335 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Assetmark, Inc | 681 | 0.0% | $21,336 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Cwm, Llc | 428 | +0.2% | $13,423 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Group One Trading Llc | 100 | Nieuw | $3,133 | 0.0% | New | 1 | SEC ↗ |
| 49 | Citigroup Inc | 28 | Nieuw | $877 | 0.0% | New | 1 | SEC ↗ |
| 50 | Wells Fargo & Company/Mn | 2 | -99.8% | $75 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $1.23M | 0.0% |
| Fifth Third Bancorp | $599,081 | 0.0% |
| Hrt Financial Lp | $574,000 | 0.0% |
| Goldman Sachs Group | $509,175 | 0.0% |
| Truist Financial Corp | $406,457 | 0.0% |
| Envestnet Asset Management Inc | $388,346 | 0.0% |
| D. E. Shaw & Co. | $340,651 | 0.0% |
| Group One Trading Llc | $3,133 | 0.0% |
| Citigroup Inc | $877 | 0.0% |
Verlaten
| Renaissance Technologies | $1.67M | was 0.0% |
| Millennium Management | $511,942 | was 0.0% |
| Tudor Investment Corp Et Al | $220,908 | 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 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: Q1 2026 ·
Methodologie ·
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