Catatan efek
SCHM
Schwab U.S. Mid-Cap ETF · Financial Services · Asset Management
64Pemegang yang dilacak
0Δ pemegang
144.77MSaham yang dipegang
$5.32BNilai yang dilaporkan
+5Posisi baru
−5Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham -0.8% · posisi baru bersih 0.0% — 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 | 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 · 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 ↗ |
| 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 ✦ (pasif) | 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 | Baru | $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 | Baru | $4.43M | 0.0% | New | 1 | SEC ↗ |
| 76 | Susquehanna International Group, Llp | 120.27K | Baru | $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 | Baru | $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 ↗ |
"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% |
| Susquehanna International… | $4.43M | 0.0% |
| Nuveen, LLC | $386,808 | 0.0% |
Telah keluar
| 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 ·
Dapatkan ini melalui API