Запись по ценной бумаге · архивный квартал
SCHM
Schwab U.S. Mid-Cap ETF · Financial Services · Asset Management
60Отслеживаемые держатели
0Δ держателей
146.30MАкций в держании
$4.41BОтчётная стоимость
+1Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций -0.5% · новые чистые позиции 0.0% — формула
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (пассивный) | 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 | Новый | $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 ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Two Sigma Investments | $8.81M | 0.0% |
Закрыто
| Millennium Management | $586,279 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,003 держатели, 276.25M акции, $8.41B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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