Запись по ценной бумаге · архивный квартал
SCHO
Schwab Short-Term U.S. Treasury ETF · Financial Services · Asset Management
58Отслеживаемые держатели
0Δ держателей
228.31MАкций в держании
$5.57BОтчётная стоимость
+0Новые позиции
−0Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций -8.7% · новые чистые позиции 0.0% — формула
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 58 | +1 | 234.16M | $5.65B | +4 | −3 |
| Q1 2026 | 58 | 0 | 215.61M | $5.22B | +5 | −5 |
| Q4 2025 | 58 | 0 | 228.31M | $5.57B | — | — |
| Q3 2025 | 9 | 0 | 47.91M | $1.17B | — | — |
| Q2 2025 | 6 | +1 | 5.97M | $145.63M | +1 | — |
| Q1 2025 | 3 | -1 | 7.53M | $183.21M | — | −1 |
| Q4 2024 | 4 | +1 | 6.07M | $145.95M | +1 | — |
| Q3 2024 | 2 | +1 | 1.42M | $69.73M | +1 | — |
| Q2 2024 | 1 | — | 1.03M | $49.48M | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 122.50M | — | $2.99B | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 122.50M | — | $2.99B | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 122.50M | — | $2.99B | 0.2% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 21.11M | -46.6% | $514.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 21.11M | -46.6% | $514.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 21.11M | -46.6% | $514.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 21.11M | -46.6% | $514.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 21.11M | -46.6% | $514.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 21.11M | -46.6% | $514.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 21.11M | -46.6% | $514.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 21.11M | -46.6% | $514.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 19.00M | — | $465.02M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 19.00M | — | $465.02M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 19.00M | — | $465.02M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 19.00M | — | $465.02M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Sei Investments Co | 18.60M | — | $453.30M | 0.4% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 7.47M | — | $182.12M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 6.03M | — | $146.90M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 6.03M | — | $146.90M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 6.03M | — | $146.90M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 6.03M | — | $146.90M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 6.03M | — | $146.90M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Wealthfront Advisers LLC | 4.08M | — | $99.36M | 0.2% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 3.88M | — | $94.47M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 3.88M | — | $94.47M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 3.88M | — | $94.47M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 3.88M | — | $94.47M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 3.88M | — | $94.47M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 3.88M | — | $94.47M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 3.88M | — | $94.47M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 3.18M | — | $77.47M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | State Street Global Advisors ✦ (пассивный) | 3.10M | 0.0% | $75.55M | 0.0% | Held | 5 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 2.16M | — | $52.58M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 2.16M | — | $52.58M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 2.16M | — | $52.58M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cerity Partners LLC | 2.11M | — | $51.44M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Cerity Partners LLC | 2.11M | — | $51.44M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | LPL Financial LLC | 1.73M | — | $42.12M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 1.53M | -51.8% | $37.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 1.53M | -51.8% | $37.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 1.53M | -51.8% | $37.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 1.53M | -51.8% | $37.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 1.53M | -51.8% | $37.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 1.44M | — | $35.03M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | UBS Group AG | 1.12M | — | $27.27M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cetera Investment Advisers | 1.05M | — | $25.70M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Truist Financial Corp | 845.57K | — | $20.61M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Truist Financial Corp | 845.57K | — | $20.61M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Northwestern Mutual Wealth… | 812.52K | — | $19.80M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Raymond James Financial Inc | 734.36K | — | $17.90M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Raymond James Financial Inc | 734.36K | — | $17.90M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Raymond James Financial Inc | 734.36K | — | $17.90M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Royal Bank Of Canada | 516.59K | — | $12.59M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Royal Bank Of Canada | 516.59K | — | $12.59M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Royal Bank Of Canada | 516.59K | — | $12.59M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Royal Bank Of Canada | 516.59K | — | $12.59M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Royal Bank Of Canada | 516.59K | — | $12.59M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Royal Bank Of Canada | 516.59K | — | $12.59M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Royal Bank Of Canada | 516.59K | — | $12.59M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Us Bancorp \De\ | 498.55K | — | $12.15M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Us Bancorp \De\ | 498.55K | — | $12.15M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Us Bancorp \De\ | 498.55K | — | $12.15M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Us Bancorp \De\ | 498.55K | — | $12.15M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Mml Investors Services, Llc | 481.84K | — | $11.74M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Creative Planning | 427.80K | — | $10.43M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Osaic Holdings, Inc. | 407.48K | — | $9.93M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Osaic Holdings, Inc. | 407.48K | — | $9.93M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Osaic Holdings, Inc. | 407.48K | — | $9.93M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Osaic Holdings, Inc. | 407.48K | — | $9.93M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | HighTower Advisors, LLC | 403.07K | — | $9.82M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Focus Partners Wealth | 339.76K | — | $8.28M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Mariner, LLC | 311.30K | — | $7.59M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Mariner, LLC | 311.30K | — | $7.59M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Mariner, LLC | 311.30K | — | $7.59M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Captrust Financial Advisors | 284.95K | — | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Assetmark, Inc | 276.34K | — | $6.73M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Baird Financial Group, Inc. | 274.28K | — | $6.68M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Citigroup Inc | 234.11K | — | $5.71M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | BlackRock ✦ (пассивный) | 198.99K | +34.6% | $4.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Lido Advisors, LLC | 184.53K | — | $4.50M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Commonwealth Equity Services, Llc | 147.34K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Blair William & Co/Il | 118.57K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Rockefeller Capital Management L.P. | 115.94K | — | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Rockefeller Capital Management L.P. | 115.94K | — | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Bank Of Montreal /Can/ | 92.65K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Bank Of Montreal /Can/ | 92.65K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Jones Financial Companies Lllp | 81.77K | — | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Goldman Sachs Group ✦ | 81.00K | -0.1% | $1.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Corient Private Wealth LP | 74.13K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Corient Private Wealth LP | 74.13K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bnp Paribas Financial Markets | 67.93K | — | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 43.29K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 43.29K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 43.29K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Renaissance Technologies ✦ | 39.82K | -97.8% | $970,487 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 96 | Cwm, Llc | 34.46K | — | $840,000 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Citadel Advisors ✦ | 23.64K | -63.6% | $576,131 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 98 | Financial Engines Advisors L.L.C. | 22.99K | — | $560,218 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Quantinno Capital Management LP | 14.75K | — | $359,529 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Brown Advisory Inc | 11.52K | — | $280,706 | 0.0% | n/c | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Отслеживаемых выходов в этом квартале нет. |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 687 держатели, 295.61M акции, $7.13B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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