Catatan efek · kuartal yang diarsipkan
SCHM
Schwab U.S. Mid-Cap ETF · Financial Services · Asset Management
65Pemegang yang dilacak
+4Δ pemegang
146.14MSaham yang dipegang
$4.52BNilai yang dilaporkan
+7Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +6.6% ·
aliran saham -0.1% ·
posisi baru bersih +6.2%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 3 | Creative Planning | 29.43M | -3.3% | $911.22M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 11.64M | +6.5% | $360.33M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 6.81M | -2.0% | $210.83M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cerity Partners LLC | 5.51M | +1.3% | $170.87M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 7 | Cerity Partners LLC | 5.51M | +1.3% | $170.87M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 8 | Cerity Partners LLC | 5.51M | +1.3% | $170.87M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 4.79M | +37.1% | $145.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 4.79M | +37.1% | $145.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 3.42M | -40.5% | $107.32M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mariner, LLC | 2.73M | +23.7% | $84.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Mariner, LLC | 2.73M | +23.7% | $84.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Mariner, LLC | 2.73M | +23.7% | $84.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 2.30M | +141.3% | $71.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 2.30M | +141.3% | $71.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 2.30M | +141.3% | $71.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | LPL Financial LLC | 1.93M | +0.4% | $59.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 1.82M | +0.3% | $56.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 1.82M | +0.3% | $56.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 1.82M | +0.3% | $56.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1.69M | -6.6% | $52.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.69M | -6.6% | $52.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.69M | -6.6% | $52.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 1.41M | +104.7% | $43.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Captrust Financial Advisors | 1.40M | -0.6% | $43.44M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cetera Investment Advisers | 1.29M | +9.5% | $39.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 1.24M | -15.0% | $38.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Charles Schwab Investment… | 1.18M | +61.5% | $36.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 869.67K | -1.4% | $26.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 869.67K | -1.4% | $26.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 869.67K | -1.4% | $26.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 865.35K | -18.5% | $26.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Focus Partners Wealth | 840.85K | -0.6% | $26.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Corient Private Wealth LP | 828.19K | -52.4% | $25.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 664.80K | +4.6% | $20.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 664.80K | +4.6% | $20.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 664.80K | +4.6% | $20.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | BlackRock ✦ (pasif) | 609.08K | +43.2% | $18.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 600.03K | Baru | $18.58M | 0.0% | New | 1 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 527.72K | +2.8% | $16.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Goldman Sachs Group ✦ | 527.72K | +2.8% | $16.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 488.65K | +41.1% | $15.13M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 488.65K | +41.1% | $15.13M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 488.75K | -18.8% | $14.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 488.75K | -18.8% | $14.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 488.75K | -18.8% | $14.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 488.75K | -18.8% | $14.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 469.63K | -8.6% | $14.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Wells Fargo & Company/Mn | 469.63K | -8.6% | $14.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Rockefeller Capital Management L.P. | 394.72K | -2.9% | $12.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Rockefeller Capital Management L.P. | 394.72K | -2.9% | $12.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | UBS AM, a distinct business unit of… | 383.64K | +205.4% | $11.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Mml Investors Services, Llc | 332.59K | -8.1% | $10.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Truist Financial Corp | 325.87K | +2.2% | $10.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Truist Financial Corp | 325.87K | +2.2% | $10.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Commonwealth Equity Services, Llc | 267.98K | -7.6% | $8.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Baird Financial Group, Inc. | 261.30K | -7.5% | $8.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Baird Financial Group, Inc. | 261.30K | -7.5% | $8.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Lido Advisors, LLC | 207.06K | -32.0% | $6.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Royal Bank Of Canada | 168.27K | +7.2% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Royal Bank Of Canada | 168.27K | +7.2% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Royal Bank Of Canada | 168.27K | +7.2% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Royal Bank Of Canada | 168.27K | +7.2% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Royal Bank Of Canada | 168.27K | +7.2% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Royal Bank Of Canada | 168.27K | +7.2% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 166.76K | +18.0% | $5.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 68 | Fidelity (FMR) ✦ | 166.76K | +18.0% | $5.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 69 | Cwm, Llc | 166.14K | -4.8% | $5.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Stifel Financial Corp | 126.81K | -0.7% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Stifel Financial Corp | 126.81K | -0.7% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Us Bancorp \De\ | 109.43K | +150.2% | $3.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Us Bancorp \De\ | 109.43K | +150.2% | $3.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Franklin Resources Inc | 91.37K | -15.8% | $2.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Quantinno Capital Management LP | 69.54K | +39.3% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Pnc Financial Services Group, Inc. | 64.83K | 0.0% | $2.01M | 0.0% | Held | 2 | SEC ↗ |
| 77 | Lazard Asset Management Llc | 43.16K | 0.0% | $1.34M | 0.0% | Held | 2 | SEC ↗ |
| 78 | Alliancebernstein L.P. | 44.34K | -0.1% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Blair William & Co/Il | 39.32K | +0.2% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Fifth Third Bancorp | 25.71K | +519.4% | $795,857 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Brown Advisory Inc | 22.59K | -0.5% | $699,530 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 21.75K | -30.2% | $673,249 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 21.75K | -30.2% | $673,249 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 21.75K | -30.2% | $673,249 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Renaissance Technologies ✦ | 19.50K | Baru | $603,720 | 0.0% | New | 1 | SEC ↗ |
| 86 | Jane Street Group, Llc | 13.04K | Baru | $403,718 | 0.0% | New | 1 | SEC ↗ |
| 87 | Bank Of Montreal /Can/ | 13.00K | +14.4% | $402,573 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Bank Of Montreal /Can/ | 13.00K | +14.4% | $402,573 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Bank Of Montreal /Can/ | 13.00K | +14.4% | $402,573 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | First Manhattan Co. Llc. | 12.41K | Baru | $384,183 | 0.0% | New | 1 | SEC ↗ |
| 91 | CIBC Bancorp USA Inc. | 11.89K | — | $368,111 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | CIBC Bancorp USA Inc. | 11.89K | — | $368,111 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Northern Trust Corp | 11.16K | -24.6% | $345,514 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Neuberger Berman Group LLC | 9.75K | Baru | $301,860 | 0.0% | New | 1 | SEC ↗ |
| 95 | Citadel Advisors ✦ | 9.08K | -11.9% | $281,055 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 96 | Empower Advisory Group, LLC | 9.03K | +21.6% | $279,538 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Assetmark, Inc | 3.85K | -1.7% | $119,041 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Russell Investments Group, Ltd. | 2.97K | -15.1% | $91,930 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Qube Research & Technologies Ltd | 2.24K | +2258.9% | $69,381 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Citigroup Inc | 1.76K | +21.4% | $54,552 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Two Sigma Investments | $8.81M | adalah 0.0% |
| Susquehanna International… | $1.36M | adalah 0.0% |
| Tudor Investment Corp Et Al | $1.36M | 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 efek ini yang dilacak — berdasarkan 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API