Catatan efek
SCHM
Schwab U.S. Mid-Cap ETF · Financial Services · Asset Management
63Pemegang yang dilacak
0Δ pemegang
138.63MSaham yang dipegang
$5.09BNilai yang dilaporkan
+5Posisi baru
−6Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham -0.4% · posisi baru bersih -1.6% — formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
| 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 · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×2 |
| 3 | Northwestern Mutual Wealth… | 12.57M | +8.0% | $463.41M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 7.35M | +53.4% | $266.24M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Cerity Partners LLC | 5.73M | +4.0% | $198.47M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Wealth Enhancement Advisory… | 3.32M | -3.0% | $118.74M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 7 | Mariner, LLC | 2.63M | -3.7% | $96.86M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | UBS Group AG | 2.29M | -0.5% | $84.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 9 | LPL Financial LLC | 2.02M | +4.7% | $74.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.86M | +1.9% | $68.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Morgan Stanley ✦ | 1.65M | -2.6% | $60.80M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 12 | Charles Schwab Investment… | 1.64M | +38.2% | $60.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 1.55M | +9.9% | $57.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Captrust Financial Advisors | 1.42M | +1.3% | $52.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 1.42M | +10.4% | $52.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 1.27M | +1.9% | $46.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Focus Partners Wealth | 1.13M | +34.5% | $41.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 965.56K | +11.0% | $35.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | BlackRock ✦ (pasif) | 887.36K | +45.7% | $32.72M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 873.10K | +0.9% | $32.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Corient Private Wealth LP | 821.65K | -0.8% | $30.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 766.35K | +15.3% | $28.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | Goldman Sachs Group ✦ | 529.63K | +0.4% | $19.53M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 24 | AQR Capital Management ✦ | 486.42K | -0.5% | $17.93M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 25 | Wells Fargo & Company/Mn | 464.61K | -1.1% | $17.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Two Sigma Investments ✦ | 460.10K | Baru | $16.96M | 0.0% | New | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 446.61K | +13.2% | $16.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | JPMorgan Chase ✦ | 416.00K | -14.9% | $15.16M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 29 | Mml Investors Services, Llc | 399.51K | +20.1% | $14.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 331.56K | +1.8% | $12.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | Commonwealth Equity Services, Llc | 306.18K | +14.3% | $11.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 253.57K | -3.0% | $9.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Royal Bank Of Canada | 240.97K | +43.2% | $8.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 34 | Fidelity (FMR) ✦ | 185.47K | +11.2% | $6.84M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 35 | Lido Advisors, LLC | 179.44K | -13.3% | $6.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Stifel Financial Corp | 131.36K | +3.6% | $4.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Susquehanna International Group, Llp | 120.27K | Baru | $4.43M | 0.0% | New | 1 | SEC ↗ ×2 |
| 38 | Quantinno Capital Management LP | 114.98K | +65.3% | $4.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Us Bancorp \De\ | 105.58K | -3.5% | $3.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 40 | Franklin Resources Inc | 94.97K | +3.9% | $3.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 91.31K | -76.2% | $3.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 65.95K | +1.7% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 43 | Blair William & Co/Il | 39.02K | -0.8% | $1.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Alliancebernstein L.P. | 44.47K | +0.3% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Fifth Third Bancorp | 29.64K | +15.3% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | CIBC Bancorp USA Inc. | 18.53K | +55.9% | $958,136 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | Bank of New York Mellon Corp | 22.15K | +1.8% | $816,562 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 48 | Brown Advisory Inc | 21.24K | -6.0% | $783,156 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | First Manhattan Co. Llc. | 13.18K | +6.2% | $485,799 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 12.82K | -1.4% | $472,549 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 51 | Northern Trust Corp | 10.85K | -2.8% | $400,113 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Nuveen, LLC | 10.49K | Baru | $386,808 | 0.0% | New | 1 | SEC ↗ |
| 53 | Neuberger Berman Group LLC | 9.75K | 0.0% | $359,483 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Empower Advisory Group, LLC | 9.49K | +5.1% | $349,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Citadel Advisors ✦ | 8.21K | -9.5% | $302,776 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 56 | Gotham Asset Management ✦ | 5.99K | Baru | $220,814 | 0.0% | New | 1 | SEC ↗ |
| 57 | Assetmark, Inc | 4.62K | +20.1% | $170,229 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 3.84K | +29.2% | $141,457 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Kayne Anderson Rudnick Investment… | 3.00K | Baru | $110,508 | 0.0% | New | 1 | SEC ↗ |
| 60 | Citigroup Inc | 1.90K | +7.8% | $70,016 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | TD Waterhouse Canada Inc. | 600 | 0.0% | $21,804 | 0.0% | Held | 2 | SEC ↗ |
| 62 | National Bank Of Canada /Fi/ | 450 | 0.0% | $16,582 | 0.0% | Held | 3 | SEC ↗ |
| 63 | Simplex Trading, Llc | 158 | +92.7% | $5,825 | 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
| Two Sigma Investments | $16.96M | 0.0% |
| Susquehanna International… | $4.43M | 0.0% |
| Nuveen, LLC | $386,808 | 0.0% |
| Gotham Asset Management | $220,814 | 0.0% |
| Kayne Anderson Rudnick… | $110,508 | 0.0% |
Telah keluar
| HighTower Advisors, LLC | $210.83M | adalah 0.2% |
| Bnp Paribas Financial Markets | $18.58M | adalah 0.0% |
| Lazard Asset Management Llc | $1.34M | adalah 0.0% |
| Renaissance Technologies | $603,720 | adalah 0.0% |
| Jane Street Group, Llc | $403,718 | adalah 0.0% |
| Qube Research & Technologies… | $69,381 | 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: Q2 2026 ·
Metodologi ·
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