Registro do valor mobiliário · trimestre arquivado
SCHK
Schwab 1000 Index ETF · Financial Services · Asset Management
48Detentores rastreados
0Δ titulares
53.45MAções mantidas
$1.93BValor reportado
+4Novas posições
−5Saídas
Dados de momentum (gestores comparáveis): amplitude de detentores 0.0% · fluxo de ações -0.6% · novas posições líquidas -2.1% · fórmula
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q2 2026
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 170.34K | $6.33M | n/a | n/a |
| 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 |
Quem detém · Q2 2026
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 41.92M | -3.9% | $1.51B | 2.7% | ▼ Trim | 3 | SEC ↗ |
| 2 | Charles Schwab Investment… | 4.84M | +40.2% | $174.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Creative Planning | 3.85M | -1.2% | $138.94M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Focus Partners Wealth | 573.81K | +20.2% | $20.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Mariner, LLC | 450.21K | +0.2% | $16.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 247.61K | +0.5% | $8.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cerity Partners LLC | 185.50K | +58.7% | $6.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 158.84K | -8.6% | $5.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Wealth Enhancement Advisory… | 116.78K | -6.1% | $4.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Us Bancorp \De\ | 105.15K | -0.9% | $3.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Captrust Financial Advisors | 88.33K | +10.9% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 87.02K | -0.6% | $3.14M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 13 | Fidelity (FMR) ✦ | 85.40K | -0.9% | $3.08M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 81.85K | +4.5% | $2.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 69.79K | +3.3% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 58.55K | +8.3% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passivo) | 54.38K | +70.1% | $1.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 49.00K | Novo | $1.77M | 0.0% | New | 1 | SEC ↗ |
| 19 | Lido Advisors, LLC | 38.55K | -9.9% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 38.47K | +6.0% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Corient Private Wealth LP | 38.07K | -10.7% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 34.97K | -0.2% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Brown Advisory Inc | 26.00K | 0.0% | $937,560 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 25.94K | +59.6% | $935,252 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Quantinno Capital Management LP | 25.12K | +4.3% | $905,988 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 24.51K | +9.7% | $883,804 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 22.46K | +3.5% | $809,866 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Commonwealth Equity Services, Llc | 20.32K | -6.4% | $732,730 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 18.41K | -3.7% | $663,852 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 18.27K | -64.1% | $654,180 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 31 | Truist Financial Corp | 13.01K | +0.2% | $468,974 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Pnc Financial Services Group, Inc. | 11.90K | 0.0% | $428,970 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 11.34K | +1.4% | $408,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 34 | Mercer Global Advisors Inc /Adv | 10.35K | -20.2% | $373,101 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | UBS Group AG | 9.22K | +90.3% | $332,581 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 36 | Envestnet Asset Management Inc | 8.52K | -31.2% | $307,298 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 8.00K | +6.4% | $288,332 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Nuveen, LLC | 7.80K | Novo | $281,178 | 0.0% | New | 1 | SEC ↗ |
| 39 | Blair William & Co/Il | 6.12K | 0.0% | $220,831 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 3.96K | -6.3% | $142,689 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 2.57K | 0.0% | $92,746 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 2.06K | +93.4% | $74,211 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Assetmark, Inc | 681 | 0.0% | $24,557 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Simplex Trading, Llc | 226 | Novo | $8,149 | 0.0% | New | 1 | SEC ↗ |
| 45 | Group One Trading Llc | 100 | 0.0% | $3,606 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 62 | +3000.0% | $2,233 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Jones Financial Companies Lllp | 48 | Novo | $1,695 | 0.0% | New | 1 | SEC ↗ |
| 48 | Citigroup Inc | 24 | -14.3% | $865 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.
Novos compradores
| Renaissance Technologies | $1.77M | 0.0% |
| Nuveen, LLC | $281,178 | 0.0% |
| Simplex Trading, Llc | $8,149 | 0.0% |
| Jones Financial Companies Lllp | $1,695 | 0.0% |
Encerrado
| Susquehanna International… | $4.26M | era 0.0% |
| Jane Street Group, Llc | $1.23M | era 0.0% |
| HighTower Advisors, LLC | $1.05M | era 0.0% |
| Hrt Financial Lp | $574,000 | era 0.0% |
| D. E. Shaw & Co. | $340,651 | era 0.0% |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 233 detentores, 72.95M ações, $2.28B reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
Frequentemente detidos em conjunto
O que os detentores rastreados deste título mais frequentemente também detêm: contagens de propriedade compartilhada, não relações fundamentais.
Proveniência: Participação a partir de posições em ações ordinárias de 13F analisadas (universo rastreado, conjuntos comparáveis para variações); linhas de insiders dos Formulários 3/4/5; participações dos Schedules 13D/13G; cada filing está vinculado ao original no SEC EDGAR.
Período de referência: Q2 2026 ·
Metodologia ·
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