Catatan efek · kuartal yang diarsipkan
SCHM
Schwab U.S. Mid-Cap ETF · Financial Services · Asset Management
60Pemegang yang dilacak
0Δ pemegang
146.30MSaham yang dipegang
$4.41BNilai yang dilaporkan
+1Posisi baru
−1Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham -0.5% · posisi baru bersih 0.0% · formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 3.44M | $118.54M | n/a | n/a |
| Q2 2026 | 63 | 0 | 138.63M | $5.09B | +5 | −6 |
| 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 | n/a | n/a |
| Q2 2025 | 5 | 0 | 504.82K | $14.16M | +1 | −1 |
| Q1 2025 | 3 | -2 | 368.86K | $9.66M | n/a | −2 |
| Q4 2024 | 5 | +2 | 387.19K | $10.73M | +3 | −1 |
| Q3 2024 | 3 | 0 | 110.53K | $9.18M | n/a | n/a |
| Q2 2024 | 3 | n/a | 106.31K | $8.27M | n/a | n/a |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 57.97M | n/a | $1.74B | 3.3% | n/c | 1 | SEC ↗ |
| 2 | Creative Planning | 30.44M | n/a | $915.22M | 0.7% | n/c | 1 | SEC ↗ ×3 |
| 3 | Northwestern Mutual Wealth… | 10.93M | n/a | $328.74M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 6.95M | n/a | $209.01M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 5.75M | n/a | $180.51M | 0.2% | n/c | 1 | SEC ↗ |
| 6 | Cerity Partners LLC | 5.44M | n/a | $163.52M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 7 | Jones Financial Companies Lllp | 3.49M | n/a | $105.12M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 8 | Mariner, LLC | 2.20M | n/a | $66.30M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 9 | LPL Financial LLC | 1.92M | n/a | $57.71M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.82M | n/a | $54.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Morgan Stanley ✦ | 1.81M | -30.3% | $54.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 12 | Corient Private Wealth LP | 1.74M | n/a | $52.32M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Ameriprise Financial Inc | 1.46M | n/a | $43.97M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Captrust Financial Advisors | 1.41M | n/a | $42.46M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 1.17M | n/a | $35.29M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 1.06M | n/a | $31.91M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 951.94K | n/a | $28.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Bank Of America Corp /De/ | 881.84K | n/a | $26.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Focus Partners Wealth | 845.56K | n/a | $25.42M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Charles Schwab Investment… | 733.65K | n/a | $22.06M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 690.87K | n/a | $20.77M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 635.80K | n/a | $19.12M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 23 | JPMorgan Chase ✦ | 602.02K | -46.5% | $18.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 24 | Wells Fargo & Company/Mn | 513.92K | n/a | $15.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Goldman Sachs Group ✦ | 513.13K | +0.2% | $15.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | BlackRock ✦ (pasif) | 425.39K | +100.8% | $12.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 406.51K | n/a | $12.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Mml Investors Services, Llc | 361.88K | n/a | $10.88M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 346.20K | +6.5% | $10.41M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 30 | Truist Financial Corp | 318.87K | n/a | $9.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Lido Advisors, LLC | 304.74K | n/a | $9.08M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Two Sigma Investments ✦ | 293.00K | Baru | $8.81M | 0.0% | New | 1 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 290.11K | n/a | $8.72M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 282.57K | n/a | $8.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Cwm, Llc | 174.41K | n/a | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Royal Bank Of Canada | 156.92K | n/a | $4.72M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 37 | Fidelity (FMR) ✦ | 141.34K | +9.8% | $4.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Stifel Financial Corp | 127.70K | n/a | $3.84M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | UBS AM, a distinct business unit of… | 125.60K | n/a | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Franklin Resources Inc | 108.57K | n/a | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 64.83K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Quantinno Capital Management LP | 49.92K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 45.15K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Tudor Investment Corp Et Al | 45.14K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Alliancebernstein L.P. | 44.39K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Us Bancorp \De\ | 43.74K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | Lazard Asset Management Llc | 43.16K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Blair William & Co/Il | 39.26K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 31.18K | n/a | $937,436 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | Brown Advisory Inc | 22.70K | n/a | $682,541 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Northern Trust Corp | 14.79K | n/a | $444,856 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 11.37K | n/a | $341,851 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 53 | Citadel Advisors ✦ | 10.30K | -17.3% | $309,691 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Empower Advisory Group, LLC | 7.43K | n/a | $223,360 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Fifth Third Bancorp | 4.15K | n/a | $124,791 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Assetmark, Inc | 3.91K | n/a | $117,634 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 3.50K | n/a | $105,150 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Citigroup Inc | 1.45K | n/a | $43,662 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | National Bank Of Canada /Fi/ | 450 | n/a | $13,522 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Qube Research & Technologies Ltd | 95 | n/a | $2,857 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Two Sigma Investments | $8.81M | 0.0% |
Telah keluar
| Millennium Management | $586,279 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 1,003 pemegang, 276.25M saham, $8.41B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q4 2025 ·
Metodologi ·
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