سجل الورقة المالية
SCHO
Schwab Short-Term U.S. Treasury ETF · Financial Services · Asset Management
58الحاملون المتتبعون
+1Δ المساهمون
234.16Mالأسهم المحتفظ بها
$5.65Bالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +1.8% ·
تدفق الأسهم +8.6% ·
المراكز الجديدة الصافية +1.7%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
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 | 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 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 113.54M | +2.5% | $2.74B | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | JPMorgan Chase ✦ | 22.19M | -9.3% | $536.17M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 3 | Ameriprise Financial Inc | 19.59M | +26.8% | $470.13M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Sei Investments Co | 17.39M | +3.9% | $419.77M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 13.25M | +72.7% | $319.83M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Alliancebernstein L.P. | 6.21M | +823.3% | $150.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Stifel Financial Corp | 5.55M | -12.7% | $133.98M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 8 | LPL Financial LLC | 4.35M | +87.2% | $105.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 4.10M | +20.1% | $98.57M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 3.57M | +55.1% | $86.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Pnc Financial Services Group, Inc. | 3.55M | -13.5% | $85.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 12 | Wealthfront Advisers LLC | 2.98M | +0.1% | $71.95M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 2.56M | +40.7% | $61.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 14 | Mml Investors Services, Llc | 1.85M | +342.7% | $44.66M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.81M | -4.0% | $43.74M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 16 | Cetera Investment Advisers | 1.59M | +97.1% | $38.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cerity Partners LLC | 1.56M | -8.1% | $37.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 18 | Mercer Global Advisors Inc /Adv | 1.19M | -15.3% | $28.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 806.93K | +6.0% | $19.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 648.71K | +0.9% | $15.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 21 | Osaic Holdings, Inc. | 602.76K | +28.5% | $14.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Bank of New York Mellon Corp | 562.00K | +5.5% | $13.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | Nuveen, LLC | 547.08K | جديد | $13.21M | 0.0% | New | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 520.31K | +6.3% | $12.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 25 | Royal Bank Of Canada | 490.75K | -5.5% | $11.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 26 | Captrust Financial Advisors | 394.30K | -11.8% | $9.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Creative Planning | 374.72K | -6.2% | $9.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Baird Financial Group, Inc. | 347.96K | +25.1% | $8.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Focus Partners Wealth | 222.60K | -36.6% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 216.42K | +168.3% | $5.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | BlackRock ✦ (سلبي) | 205.98K | -22.4% | $4.97M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 185.96K | -2.1% | $4.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Truist Financial Corp | 180.58K | -18.0% | $4.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | Blair William & Co/Il | 139.78K | +15.6% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 138.56K | +1.0% | $3.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 130.10K | +26.5% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Mariner, LLC | 112.44K | -62.6% | $2.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Lido Advisors, LLC | 111.94K | +8.2% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 96.13K | -10.3% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 40 | Corient Private Wealth LP | 50.87K | -39.3% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Tidal Investments LLC | 48.36K | -5.9% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Citigroup Inc | 25.12K | +12.0% | $606,517 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 25.12K | -35.8% | $606,399 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 22.99K | -41.5% | $555,076 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 45 | Financial Engines Advisors L.L.C. | 19.49K | +0.5% | $470,585 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Citadel Advisors ✦ | 19.12K | -76.8% | $461,509 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 47 | Assetmark, Inc | 18.61K | +8.6% | $449,173 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Fifth Third Bancorp | 17.88K | -38.0% | $431,695 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Empower Advisory Group, LLC | 12.47K | -1.8% | $301,098 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Northern Trust Corp | 12.47K | جديد | $300,929 | 0.0% | New | 1 | SEC ↗ |
| 51 | Qube Research & Technologies Ltd | 11.84K | +7.0% | $285,866 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Quantinno Capital Management LP | 9.29K | جديد | $224,392 | 0.0% | New | 1 | SEC ↗ |
| 53 | Franklin Resources Inc | 8.32K | +1153.2% | $200,869 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 54 | Fidelity (FMR) ✦ | 4.83K | -66.8% | $116,561 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 639 | 0.0% | $15,425 | 0.0% | Held | 3 | SEC ↗ |
| 56 | Bnp Paribas Financial Markets | 576 | -8.0% | $13,905 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | TD Waterhouse Canada Inc. | 27 | جديد | $649 | 0.0% | New | 1 | SEC ↗ |
| 58 | National Bank Of Canada /Fi/ | 3 | 0.0% | $72 | 0.0% | Held | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Nuveen, LLC | $13.21M | 0.0% |
| Northern Trust Corp | $300,929 | 0.0% |
| Quantinno Capital Management… | $224,392 | 0.0% |
| TD Waterhouse Canada Inc. | $649 | 0.0% |
تم الخروج
| State Street Global Advisors | $75.24M | كان 0.0% |
| Jane Street Group, Llc | $6.66M | كان 0.0% |
| Susquehanna International… | $756,180 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 687 المالكون, 295.61M الأسهم, $7.13B 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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