SCHM
Schwab U.S. Mid-Cap ETF · Financial Services · Asset Management
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +6.6% ·
Aktienfluss -0.1% ·
neue Nettopositionen +6.2%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 4.79M | +37.1% | $145.47M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 1.82M | +0.3% | $56.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 1.69M | -6.6% | $52.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 1.24M | -15.0% | $38.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Charles Schwab Investment… | 1.18M | +61.5% | $36.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 869.67K | -1.4% | $26.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Mercer Global Advisors Inc /Adv | 865.35K | -18.5% | $26.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 527.72K | +2.8% | $16.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | JPMorgan Chase ✦ | 488.75K | -18.8% | $14.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 10 | Wells Fargo & Company/Mn | 469.63K | -8.6% | $14.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | UBS AM, a distinct business unit of… | 383.64K | +205.4% | $11.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 332.59K | -8.1% | $10.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 325.87K | +2.2% | $10.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 267.98K | -7.6% | $8.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 166.76K | +18.0% | $5.16M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 16 | Stifel Financial Corp | 126.81K | -0.7% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Us Bancorp \De\ | 109.43K | +150.2% | $3.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Franklin Resources Inc | 91.37K | -15.8% | $2.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 64.83K | 0.0% | $2.01M | 0.0% | Held | 2 | SEC ↗ |
| 20 | Blair William & Co/Il | 39.32K | +0.2% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 25.71K | +519.4% | $795,857 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 13.00K | +14.4% | $402,573 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | First Manhattan Co. Llc. | 12.41K | Neu | $384,183 | 0.0% | New | 1 | SEC ↗ |
| 24 | Northern Trust Corp | 11.16K | -24.6% | $345,514 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Citigroup Inc | 1.76K | +21.4% | $54,552 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 450 | 0.0% | $13,932 | 0.0% | Held | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| First Manhattan Co. Llc. | $384,183 | 0.0% |
Ausgestiegen
| Tudor Investment Corp Et Al | $1.36M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 1,003 Inhaber, 276.25M Anteile, $8.41B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.