سجل الورقة المالية · ربع مؤرشف
SCHM
Schwab U.S. Mid-Cap ETF · Financial Services · Asset Management
65الحاملون المتتبعون
+4Δ المساهمون
146.14Mالأسهم المحتفظ بها
$4.52Bالقيمة المُبلَّغ عنها
+7المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +6.6% ·
تدفق الأسهم -0.1% ·
المراكز الجديدة الصافية +6.2%
· الصيغة
تشتت الملكية: مزيد من الملّاك وحصة إجمالية أصغر.
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 3.44M | $118.54M | n/a | −1 |
| 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 |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 56.84M | -2.0% | $1.76B | 3.6% | ▼ Trim | 2 | SEC ↗ |
| 2 | Creative Planning | 29.43M | -3.3% | $911.22M | 0.6% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Northwestern Mutual Wealth… | 11.64M | +6.5% | $360.33M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 6.81M | -2.0% | $210.83M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cerity Partners LLC | 5.51M | +1.3% | $170.87M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Jones Financial Companies Lllp | 4.79M | +37.1% | $145.47M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Wealth Enhancement Advisory… | 3.42M | -40.5% | $107.32M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mariner, LLC | 2.73M | +23.7% | $84.45M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | UBS Group AG | 2.30M | +141.3% | $71.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | LPL Financial LLC | 1.93M | +0.4% | $59.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.82M | +0.3% | $56.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Morgan Stanley ✦ | 1.69M | -6.6% | $52.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | Envestnet Asset Management Inc | 1.41M | +104.7% | $43.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Captrust Financial Advisors | 1.40M | -0.6% | $43.44M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 1.29M | +9.5% | $39.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 1.24M | -15.0% | $38.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Charles Schwab Investment… | 1.18M | +61.5% | $36.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 869.67K | -1.4% | $26.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | Mercer Global Advisors Inc /Adv | 865.35K | -18.5% | $26.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 840.85K | -0.6% | $26.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Corient Private Wealth LP | 828.19K | -52.4% | $25.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 664.80K | +4.6% | $20.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | BlackRock ✦ (سلبي) | 609.08K | +43.2% | $18.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Bnp Paribas Financial Markets | 600.03K | جديد | $18.58M | 0.0% | New | 1 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 527.72K | +2.8% | $16.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | AQR Capital Management ✦ | 488.65K | +41.1% | $15.13M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 27 | JPMorgan Chase ✦ | 488.75K | -18.8% | $14.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 28 | Wells Fargo & Company/Mn | 469.63K | -8.6% | $14.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Rockefeller Capital Management L.P. | 394.72K | -2.9% | $12.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | UBS AM, a distinct business unit of… | 383.64K | +205.4% | $11.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 332.59K | -8.1% | $10.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 325.87K | +2.2% | $10.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Commonwealth Equity Services, Llc | 267.98K | -7.6% | $8.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 261.30K | -7.5% | $8.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Lido Advisors, LLC | 207.06K | -32.0% | $6.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 168.27K | +7.2% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 37 | Fidelity (FMR) ✦ | 166.76K | +18.0% | $5.16M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 38 | Cwm, Llc | 166.14K | -4.8% | $5.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Stifel Financial Corp | 126.81K | -0.7% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Us Bancorp \De\ | 109.43K | +150.2% | $3.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Franklin Resources Inc | 91.37K | -15.8% | $2.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Quantinno Capital Management LP | 69.54K | +39.3% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 64.83K | 0.0% | $2.01M | 0.0% | Held | 2 | SEC ↗ |
| 44 | Lazard Asset Management Llc | 43.16K | 0.0% | $1.34M | 0.0% | Held | 2 | SEC ↗ |
| 45 | Alliancebernstein L.P. | 44.34K | -0.1% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Blair William & Co/Il | 39.32K | +0.2% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Fifth Third Bancorp | 25.71K | +519.4% | $795,857 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Brown Advisory Inc | 22.59K | -0.5% | $699,530 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 21.75K | -30.2% | $673,249 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 50 | Renaissance Technologies ✦ | 19.50K | جديد | $603,720 | 0.0% | New | 1 | SEC ↗ |
| 51 | Jane Street Group, Llc | 13.04K | جديد | $403,718 | 0.0% | New | 1 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 13.00K | +14.4% | $402,573 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 53 | First Manhattan Co. Llc. | 12.41K | جديد | $384,183 | 0.0% | New | 1 | SEC ↗ |
| 54 | CIBC Bancorp USA Inc. | 11.89K | n/a | $368,111 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 55 | Northern Trust Corp | 11.16K | -24.6% | $345,514 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Neuberger Berman Group LLC | 9.75K | جديد | $301,860 | 0.0% | New | 1 | SEC ↗ |
| 57 | Citadel Advisors ✦ | 9.08K | -11.9% | $281,055 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Empower Advisory Group, LLC | 9.03K | +21.6% | $279,538 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Assetmark, Inc | 3.85K | -1.7% | $119,041 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Russell Investments Group, Ltd. | 2.97K | -15.1% | $91,930 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Qube Research & Technologies Ltd | 2.24K | +2258.9% | $69,381 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Citigroup Inc | 1.76K | +21.4% | $54,552 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | TD Waterhouse Canada Inc. | 600 | جديد | $18,744 | 0.0% | New | 1 | SEC ↗ |
| 64 | National Bank Of Canada /Fi/ | 450 | 0.0% | $13,932 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Simplex Trading, Llc | 82 | جديد | $2,538 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Bnp Paribas Financial Markets | $18.58M | 0.0% |
| Renaissance Technologies | $603,720 | 0.0% |
| Jane Street Group, Llc | $403,718 | 0.0% |
| First Manhattan Co. Llc. | $384,183 | 0.0% |
| Neuberger Berman Group LLC | $301,860 | 0.0% |
| TD Waterhouse Canada Inc. | $18,744 | 0.0% |
| Simplex Trading, Llc | $2,538 | 0.0% |
تم الخروج
| Two Sigma Investments | $8.81M | كان 0.0% |
| Susquehanna International… | $1.36M | كان 0.0% |
| Tudor Investment Corp Et Al | $1.36M | 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 يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
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: Q1 2026 ·
المنهجية ·
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