سجل الورقة المالية · ربع مؤرشف
SCHM
Schwab U.S. Mid-Cap ETF · Financial Services · Asset Management
60الحاملون المتتبعون
0Δ المساهمون
146.30Mالأسهم المحتفظ بها
$4.41Bالقيمة المُبلَّغ عنها
+1المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم -0.5% · المراكز الجديدة الصافية 0.0% — الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 64 | 0 | 144.77M | $5.32B | +5 | −5 |
| Q1 2026 | 65 | +4 | 146.14M | $4.52B | +7 | −3 |
| Q4 2025 | 60 | 0 | 146.30M | $4.41B | +1 | −1 |
| Q3 2025 | 8 | 0 | 4.94M | $146.31M | — | — |
| Q2 2025 | 5 | 0 | 504.82K | $14.16M | +1 | −1 |
| Q1 2025 | 3 | -2 | 368.86K | $9.66M | — | −2 |
| Q4 2024 | 5 | +2 | 387.19K | $10.73M | +3 | −1 |
| Q3 2024 | 3 | 0 | 110.53K | $9.18M | — | — |
| Q2 2024 | 3 | — | 106.31K | $8.27M | — | — |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 57.97M | — | $1.74B | 3.3% | n/c | 1 | SEC ↗ |
| 2 | Creative Planning | 30.44M | — | $915.22M | 0.7% | n/c | 1 | SEC ↗ |
| 3 | Creative Planning | 30.44M | — | $915.22M | 0.7% | n/c | 1 | SEC ↗ |
| 4 | Creative Planning | 30.44M | — | $915.22M | 0.7% | n/c | 1 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 10.93M | — | $328.74M | 0.2% | n/c | 1 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 6.95M | — | $209.01M | 0.2% | n/c | 1 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 5.75M | — | $180.51M | 0.2% | n/c | 1 | SEC ↗ |
| 8 | Cerity Partners LLC | 5.44M | — | $163.52M | 0.2% | n/c | 1 | SEC ↗ |
| 9 | Cerity Partners LLC | 5.44M | — | $163.52M | 0.2% | n/c | 1 | SEC ↗ |
| 10 | Cerity Partners LLC | 5.44M | — | $163.52M | 0.2% | n/c | 1 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 3.49M | — | $105.12M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 3.49M | — | $105.12M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 2.20M | — | $66.30M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 2.20M | — | $66.30M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 2.20M | — | $66.30M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | LPL Financial LLC | 1.92M | — | $57.71M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 1.82M | — | $54.70M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 1.82M | — | $54.70M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 1.82M | — | $54.70M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1.81M | -30.3% | $54.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.81M | -30.3% | $54.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1.81M | -30.3% | $54.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.81M | -30.3% | $54.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.81M | -30.3% | $54.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1.81M | -30.3% | $54.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Corient Private Wealth LP | 1.74M | — | $52.32M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Corient Private Wealth LP | 1.74M | — | $52.32M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Corient Private Wealth LP | 1.74M | — | $52.32M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Corient Private Wealth LP | 1.74M | — | $52.32M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 1.46M | — | $43.97M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Captrust Financial Advisors | 1.41M | — | $42.46M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Cetera Investment Advisers | 1.17M | — | $35.29M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 1.06M | — | $31.91M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | UBS Group AG | 951.94K | — | $28.62M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | UBS Group AG | 951.94K | — | $28.62M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank Of America Corp /De/ | 881.84K | — | $26.52M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of America Corp /De/ | 881.84K | — | $26.52M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank Of America Corp /De/ | 881.84K | — | $26.52M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Focus Partners Wealth | 845.56K | — | $25.42M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Charles Schwab Investment… | 733.65K | — | $22.06M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Envestnet Asset Management Inc | 690.87K | — | $20.77M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 635.80K | — | $19.12M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 635.80K | — | $19.12M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Osaic Holdings, Inc. | 635.80K | — | $19.12M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Osaic Holdings, Inc. | 635.80K | — | $19.12M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 602.02K | -46.5% | $18.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 602.02K | -46.5% | $18.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 602.02K | -46.5% | $18.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 602.02K | -46.5% | $18.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Wells Fargo & Company/Mn | 513.92K | — | $15.45M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Wells Fargo & Company/Mn | 513.92K | — | $15.45M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Goldman Sachs Group ✦ | 513.13K | +0.2% | $15.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Goldman Sachs Group ✦ | 513.13K | +0.2% | $15.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | BlackRock ✦ (سلبي) | 425.39K | +100.8% | $12.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 406.51K | — | $12.22M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Rockefeller Capital Management L.P. | 406.51K | — | $12.22M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Mml Investors Services, Llc | 361.88K | — | $10.88M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 346.20K | +6.5% | $10.41M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 59 | Truist Financial Corp | 318.87K | — | $9.59M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Truist Financial Corp | 318.87K | — | $9.59M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Lido Advisors, LLC | 304.74K | — | $9.08M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Two Sigma Investments ✦ | 293.00K | جديد | $8.81M | 0.0% | New | 1 | SEC ↗ |
| 63 | Commonwealth Equity Services, Llc | 290.11K | — | $8.72M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Baird Financial Group, Inc. | 282.57K | — | $8.50M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Baird Financial Group, Inc. | 282.57K | — | $8.50M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Cwm, Llc | 174.41K | — | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Royal Bank Of Canada | 156.92K | — | $4.72M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Royal Bank Of Canada | 156.92K | — | $4.72M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Royal Bank Of Canada | 156.92K | — | $4.72M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Royal Bank Of Canada | 156.92K | — | $4.72M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Royal Bank Of Canada | 156.92K | — | $4.72M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Royal Bank Of Canada | 156.92K | — | $4.72M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Fidelity (FMR) ✦ | 141.34K | +9.8% | $4.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Stifel Financial Corp | 127.70K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Stifel Financial Corp | 127.70K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Stifel Financial Corp | 127.70K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | UBS AM, a distinct business unit of… | 125.60K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Franklin Resources Inc | 108.57K | — | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Pnc Financial Services Group, Inc. | 64.83K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Quantinno Capital Management LP | 49.92K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Susquehanna International Group, Llp | 45.15K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Susquehanna International Group, Llp | 45.15K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Tudor Investment Corp Et Al | 45.14K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Alliancebernstein L.P. | 44.39K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Us Bancorp \De\ | 43.74K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Us Bancorp \De\ | 43.74K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Lazard Asset Management Llc | 43.16K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Blair William & Co/Il | 39.26K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 31.18K | — | $937,436 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 31.18K | — | $937,436 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 31.18K | — | $937,436 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Brown Advisory Inc | 22.70K | — | $682,541 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Brown Advisory Inc | 22.70K | — | $682,541 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Northern Trust Corp | 14.79K | — | $444,856 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Bank Of Montreal /Can/ | 11.37K | — | $341,851 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Bank Of Montreal /Can/ | 11.37K | — | $341,851 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Bank Of Montreal /Can/ | 11.37K | — | $341,851 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Citadel Advisors ✦ | 10.30K | -17.3% | $309,691 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Empower Advisory Group, LLC | 7.43K | — | $223,360 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Fifth Third Bancorp | 4.15K | — | $124,791 | 0.0% | n/c | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Two Sigma Investments | $8.81M | 0.0% |
تم الخروج
| Millennium Management | $586,279 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 1,003 المالكون, 276.25M الأسهم, $8.41B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q4 2025 ·
المنهجية ·
احصل على هذا عبر API