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SCHM
Schwab U.S. Mid-Cap ETF · Financial Services · Asset Management
60Takip edilen yatırımcılar
0Δ sahipler
146.30MTutulan hisseler
$4.41BRaporlanan değer
+1Yeni pozisyonlar
−1Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler): hissedar genişliği 0.0% · pay akışı -0.5% · net yeni pozisyonlar 0.0% · formül
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q4 2025
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 |
Kimler elinde bulunduruyor · Q4 2025
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Yeni | $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 ↗ |
"Yöneticinin ağırlığı" = pozisyonun, yöneticinin raporlanan 13F hisse senedi değeri içindeki payı: kanaat ölçüsü. ✦ = seçilmiş yönetici.
Yeni alıcılar
| Two Sigma Investments | $8.81M | 0.0% |
Çıkıldı
| Millennium Management | $586,279 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 1,003 sahipler, 276.25M hisseler, $8.41B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen sahiplerinin en sık birlikte tuttuğu diğer varlıklar: ortak sahiplik sayıları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q4 2025 ·
Metodoloji ·
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