سجل الورقة المالية · ربع مؤرشف
SCHM
Schwab U.S. Mid-Cap ETF · Financial Services · Asset Management
64الحاملون المتتبعون
0Δ المساهمون
144.77Mالأسهم المحتفظ بها
$5.32Bالقيمة المُبلَّغ عنها
+5المراكز الجديدة
−5الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم -0.8% · المراكز الجديدة الصافية 0.0% — الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 51.77M | -8.9% | $1.91B | 3.4% | ▼ Trim | 3 | SEC ↗ |
| 2 | Creative Planning | 29.02M | -1.4% | $1.07B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 3 | Creative Planning | 29.02M | -1.4% | $1.07B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 12.57M | +8.0% | $463.41M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 7.35M | +53.4% | $266.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 7.35M | +53.4% | $266.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 6.15M | -9.7% | $226.72M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cerity Partners LLC | 5.73M | +4.0% | $198.47M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 9 | Cerity Partners LLC | 5.73M | +4.0% | $198.47M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 10 | Cerity Partners LLC | 5.73M | +4.0% | $198.47M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 11 | Cerity Partners LLC | 5.73M | +4.0% | $198.47M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 3.32M | -3.0% | $118.74M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 13 | Mariner, LLC | 2.63M | -3.7% | $96.86M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mariner, LLC | 2.63M | -3.7% | $96.86M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 2.29M | -0.5% | $84.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 2.29M | -0.5% | $84.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 2.29M | -0.5% | $84.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | LPL Financial LLC | 2.02M | +4.7% | $74.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 1.86M | +1.9% | $68.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 1.86M | +1.9% | $68.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 1.86M | +1.9% | $68.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1.65M | -2.6% | $60.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.65M | -2.6% | $60.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.65M | -2.6% | $60.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1.65M | -2.6% | $60.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Charles Schwab Investment… | 1.64M | +38.2% | $60.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 1.55M | +9.9% | $57.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Captrust Financial Advisors | 1.42M | +1.3% | $52.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 1.42M | +10.4% | $52.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 1.27M | +1.9% | $46.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 1.27M | +1.9% | $46.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Focus Partners Wealth | 1.13M | +34.5% | $41.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 965.56K | +11.0% | $35.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Bank Of America Corp /De/ | 965.56K | +11.0% | $35.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 965.56K | +11.0% | $35.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | BlackRock ✦ (سلبي) | 887.36K | +45.7% | $32.72M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 873.10K | +0.9% | $32.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Corient Private Wealth LP | 821.65K | -0.8% | $30.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 766.35K | +15.3% | $28.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 766.35K | +15.3% | $28.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 766.35K | +15.3% | $28.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 766.35K | +15.3% | $28.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Goldman Sachs Group ✦ | 529.63K | +0.4% | $19.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Goldman Sachs Group ✦ | 529.63K | +0.4% | $19.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 486.42K | -0.5% | $17.93M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 486.42K | -0.5% | $17.93M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 464.61K | -1.1% | $17.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Wells Fargo & Company/Mn | 464.61K | -1.1% | $17.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Two Sigma Investments ✦ | 460.10K | جديد | $16.96M | 0.0% | New | 1 | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 446.61K | +13.2% | $16.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Rockefeller Capital Management L.P. | 446.61K | +13.2% | $16.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 416.00K | -14.9% | $15.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 416.00K | -14.9% | $15.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 416.00K | -14.9% | $15.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 416.00K | -14.9% | $15.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 416.00K | -14.9% | $15.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 416.00K | -14.9% | $15.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Mml Investors Services, Llc | 399.51K | +20.1% | $14.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Truist Financial Corp | 331.56K | +1.8% | $12.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Truist Financial Corp | 331.56K | +1.8% | $12.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Commonwealth Equity Services, Llc | 306.18K | +14.3% | $11.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Baird Financial Group, Inc. | 253.57K | -3.0% | $9.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Baird Financial Group, Inc. | 253.57K | -3.0% | $9.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Royal Bank Of Canada | 240.97K | +43.2% | $8.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Royal Bank Of Canada | 240.97K | +43.2% | $8.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Royal Bank Of Canada | 240.97K | +43.2% | $8.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Royal Bank Of Canada | 240.97K | +43.2% | $8.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Royal Bank Of Canada | 240.97K | +43.2% | $8.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Royal Bank Of Canada | 240.97K | +43.2% | $8.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Fidelity (FMR) ✦ | 185.47K | +11.2% | $6.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 71 | Fidelity (FMR) ✦ | 185.47K | +11.2% | $6.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 72 | Lido Advisors, LLC | 179.44K | -13.3% | $6.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Stifel Financial Corp | 131.36K | +3.6% | $4.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Stifel Financial Corp | 131.36K | +3.6% | $4.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Susquehanna International Group, Llp | 120.27K | جديد | $4.43M | 0.0% | New | 1 | SEC ↗ |
| 76 | Susquehanna International Group, Llp | 120.27K | جديد | $4.43M | 0.0% | New | 1 | SEC ↗ |
| 77 | Quantinno Capital Management LP | 114.98K | +65.3% | $4.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Us Bancorp \De\ | 105.58K | -3.5% | $3.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Us Bancorp \De\ | 105.58K | -3.5% | $3.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Franklin Resources Inc | 94.97K | +3.9% | $3.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | UBS AM, a distinct business unit of… | 91.31K | -76.2% | $3.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Pnc Financial Services Group, Inc. | 65.95K | +1.7% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Pnc Financial Services Group, Inc. | 65.95K | +1.7% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Blair William & Co/Il | 39.02K | -0.8% | $1.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Alliancebernstein L.P. | 44.47K | +0.3% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Fifth Third Bancorp | 29.64K | +15.3% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | CIBC Bancorp USA Inc. | 18.53K | +55.9% | $958,136 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | CIBC Bancorp USA Inc. | 18.53K | +55.9% | $958,136 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 22.15K | +1.8% | $816,562 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 22.15K | +1.8% | $816,562 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 22.15K | +1.8% | $816,562 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Brown Advisory Inc | 21.24K | -6.0% | $783,156 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | First Manhattan Co. Llc. | 13.18K | +6.2% | $485,799 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Bank Of Montreal /Can/ | 12.82K | -1.4% | $472,549 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Bank Of Montreal /Can/ | 12.82K | -1.4% | $472,549 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Bank Of Montreal /Can/ | 12.82K | -1.4% | $472,549 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Northern Trust Corp | 10.85K | -2.8% | $400,113 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Nuveen, LLC | 10.49K | جديد | $386,808 | 0.0% | New | 1 | SEC ↗ |
| 99 | Neuberger Berman Group LLC | 9.75K | 0.0% | $359,483 | 0.0% | Held | 2 | SEC ↗ |
| 100 | Empower Advisory Group, LLC | 9.49K | +5.1% | $349,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Two Sigma Investments | $16.96M | 0.0% |
| Susquehanna International… | $4.43M | 0.0% |
| Susquehanna International… | $4.43M | 0.0% |
| Nuveen, LLC | $386,808 | 0.0% |
تم الخروج
| Bnp Paribas Financial Markets | $18.58M | كان 0.0% |
| Lazard Asset Management Llc | $1.34M | كان 0.0% |
| Renaissance Technologies | $603,720 | كان 0.0% |
| Jane Street Group, Llc | $403,718 | كان 0.0% |
| Qube Research & Technologies… | $69,381 | 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 يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
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: Q2 2026 ·
المنهجية ·
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