Effectdossier
SCHP
Schwab US TIPS ETF · Financial Services · Asset Management
72Gevolgde houders
+7Δ houders
219.63MGehouden aandelen
$5.82BGerapporteerde waarde
+9Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.8% ·
aandelenstroom +6.6% ·
netto nieuwe posities +8.3%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 72 | +7 | 219.63M | $5.82B | +9 | −3 |
| Q1 2026 | 67 | +4 | 207.15M | $5.51B | +7 | −3 |
| Q4 2025 | 63 | -1 | 193.10M | $5.12B | +1 | −2 |
| Q3 2025 | 8 | +1 | 36.29M | $978.02M | +1 | — |
| Q2 2025 | 4 | -1 | 2.97M | $79.20M | — | −1 |
| Q1 2025 | 4 | +1 | 3.02M | $81.13M | +1 | — |
| Q4 2024 | 3 | +1 | 2.60M | $67.15M | +1 | — |
| Q3 2024 | 1 | 0 | 65.80K | $3.53M | — | — |
| Q2 2024 | 1 | — | 18.14K | $943,461 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | 56.68M | +6.7% | $1.50B | 3.6% | ▲ Add | 3 | SEC ↗ |
| 2 | Wealthfront Advisers LLC | 35.29M | +3.1% | $935.26M | 1.8% | ▲ Add | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 27.87M | +116.3% | $741.45M | 0.0% | ▲ Add | 4 | SEC ↗ ×9 |
| 4 | Sei Investments Co | 13.67M | +5.5% | $362.21M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 5 | Cerity Partners LLC | 10.58M | +8.0% | $280.37M | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Alliancebernstein L.P. | 9.29M | -1.5% | $247.14M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | Voya Investment Management Llc | 8.80M | +2.5% | $233.16M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 6.30M | +5.0% | $166.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 5.31M | -10.8% | $140.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Morgan Stanley ✦ | 5.07M | +17.7% | $134.32M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 11 | Us Bancorp \De\ | 3.71M | -6.5% | $98.37M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Bank Of America Corp /De/ | 3.60M | -68.2% | $95.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 13 | Ameriprise Financial Inc | 3.43M | +6.1% | $90.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | State Street Global Advisors ✦ (passief) | 2.96M | +3.5% | $78.39M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 2.43M | +0.3% | $64.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 16 | Assetmark, Inc | 2.07M | -22.9% | $54.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 1.92M | +12.5% | $49.97M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 1.85M | +2.5% | $49.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 19 | Fidelity (FMR) ✦ | 1.71M | +15.1% | $45.41M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 20 | LPL Financial LLC | 1.66M | +9.0% | $43.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Russell Investments Group, Ltd. | 1.53M | 0.0% | $40.50M | 0.0% | Held | 3 | SEC ↗ |
| 22 | Pictet Asset Management Holding SA | 1.45M | +14.6% | $38.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Creative Planning | 1.30M | -14.6% | $34.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Raymond James Financial Inc | 1.27M | +10.4% | $33.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 25 | Cetera Investment Advisers | 1.00M | -0.1% | $26.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Citigroup Inc | 899.34K | +2.5% | $23.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Mercer Global Advisors Inc /Adv | 743.05K | -52.4% | $19.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Tidal Investments LLC | 663.63K | -17.1% | $17.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 646.08K | -32.3% | $17.12M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 30 | Fifth Third Bancorp | 599.59K | +42.0% | $15.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Financial Engines Advisors L.L.C. | 594.61K | +1.9% | $15.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Renaissance Technologies ✦ | 530.60K | +11.7% | $14.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 528.94K | +24.2% | $14.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 34 | State Farm Mutual Automobile… | 433.06K | +46.7% | $11.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 423.07K | +78.5% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 376.80K | +19.5% | $9.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Truist Financial Corp | 354.76K | +3.1% | $9.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 38 | Royal Bank Of Canada | 214.97K | +3.7% | $5.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 39 | Stifel Financial Corp | 170.30K | +10.9% | $4.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | Pnc Financial Services Group, Inc. | 155.69K | -7.0% | $4.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 41 | Grantham, Mayo, Van Otterloo & Co.… | 153.74K | Nieuw | $4.07M | 0.0% | New | 1 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 152.53K | -6.4% | $4.04M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 43 | Focus Partners Wealth | 119.12K | -53.7% | $3.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | UBS AM, a distinct business unit of… | 117.24K | -30.3% | $3.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Mariner, LLC | 115.54K | -32.1% | $3.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 46 | Jones Financial Companies Lllp | 104.48K | +53.8% | $2.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Northern Trust Corp | 92.69K | +107.9% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 48 | National Bank Of Canada /Fi/ | 85.19K | +0.6% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 49 | Nomura Asset Management… | 82.43K | Nieuw | $2.18M | 0.0% | New | 1 | SEC ↗ |
| 50 | Commonwealth Equity Services, Llc | 64.98K | -3.5% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | CIBC Bancorp USA Inc. | 63.99K | Nieuw | $1.70M | 0.0% | New | 1 | SEC ↗ ×2 |
| 52 | Toronto Dominion Bank | 63.03K | Nieuw | $1.67M | 0.0% | New | 1 | SEC ↗ |
| 53 | Susquehanna International Group, Llp | 48.85K | -38.0% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Citadel Advisors ✦ | 40.00K | -50.9% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Nuveen, LLC | 33.16K | Nieuw | $878,873 | 0.0% | New | 1 | SEC ↗ |
| 56 | Captrust Financial Advisors | 30.09K | -33.6% | $797,308 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Lido Advisors, LLC | 22.94K | Nieuw | $607,843 | 0.0% | New | 1 | SEC ↗ |
| 58 | Quantinno Capital Management LP | 22.41K | +110.9% | $593,915 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Rockefeller Capital Management L.P. | 21.69K | 0.0% | $574,805 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 60 | Corient Private Wealth LP | 20.46K | +34.1% | $542,129 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Hsbc Holdings Plc | 19.26K | 0.0% | $510,311 | 0.0% | Held | 2 | SEC ↗ |
| 62 | Rakuten Investment Management, Inc. | 15.85K | -36.5% | $421,689 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Brown Advisory Inc | 12.20K | -5.3% | $323,259 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Fisher Asset Management ✦ | 10.22K | Nieuw | $270,898 | 0.0% | New | 1 | SEC ↗ |
| 65 | Bank Of Montreal /Can/ | 9.27K | -10.3% | $245,516 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 66 | Hrt Financial Lp | 8.93K | -86.5% | $236,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Blair William & Co/Il | 4.26K | -7.5% | $112,836 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Franklin Resources Inc | 1.05K | -55.2% | $27,773 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 69 | Simplex Trading, Llc | 925 | +47.1% | $24,512 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | TD Waterhouse Canada Inc. | 380 | Nieuw | $9,967 | 0.0% | New | 1 | SEC ↗ |
| 71 | BlackRock ✦ (passief) | 352 | Nieuw | $9,328 | 0.0% | New | 1 | SEC ↗ |
| 72 | Bnp Paribas Financial Markets | 138 | 0.0% | $3,657 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Grantham, Mayo, Van Otterloo… | $4.07M | 0.0% |
| Nomura Asset Management… | $2.18M | 0.0% |
| CIBC Bancorp USA Inc. | $1.70M | 0.0% |
| Toronto Dominion Bank | $1.67M | 0.0% |
| Nuveen, LLC | $878,873 | 0.0% |
| Lido Advisors, LLC | $607,843 | 0.0% |
| Fisher Asset Management | $270,898 | 0.0% |
| TD Waterhouse Canada Inc. | $9,967 | 0.0% |
| BlackRock | $9,328 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $28.50M | was 0.0% |
| Jane Street Group, Llc | $989,892 | was 0.0% |
| Qube Research & Technologies… | $88,531 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 722 houders, 384.68M aandelen, $9.66B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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