Menkul kıymet kaydı
SCHM
Schwab U.S. Mid-Cap ETF · Financial Services · Asset Management
63Takip edilen yatırımcılar
0Δ sahipler
138.63MTutulan hisseler
$5.09BRaporlanan değer
+5Yeni pozisyonlar
−6Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler): hissedar genişliği 0.0% · pay akışı -0.4% · net yeni pozisyonlar -1.6% — formül
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Kimler elinde bulunduruyor · Q2 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Yeni | $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 | Yeni | $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 | Yeni | $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 | Yeni | $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 | Yeni | $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 ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| 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% |
Çıkıldı
| HighTower Advisors, LLC | $210.83M | idi 0.2% |
| Bnp Paribas Financial Markets | $18.58M | idi 0.0% |
| Lazard Asset Management Llc | $1.34M | idi 0.0% |
| Renaissance Technologies | $603,720 | idi 0.0% |
| Jane Street Group, Llc | $403,718 | idi 0.0% |
| Qube Research & Technologies… | $69,381 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 1,003 sahipler, 276.25M hisseler, $8.41B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q2 2026 ·
Metodoloji ·
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