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SCHR
Schwab Intermediate-Term U.S. Treasury ETF · Financial Services · Asset Management - Bonds
51Détenteurs suivis
0Δ détenteurs
312.91MActions détenues
$7.85BValeur déclarée
+1Nouvelles positions
−1Sorties
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions -1.4% · nouvelles positions nettes 0.0% · formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
Évolution de la détention dans le temps
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 53 | +1 | 355.80M | $8.78B | +3 | −3 |
| Q1 2026 | 54 | +3 | 328.88M | $8.19B | +5 | −2 |
| Q4 2025 | 51 | 0 | 312.91M | $7.85B | +1 | −1 |
| Q3 2025 | 7 | 0 | 14.98M | $376.40M | n/a | n/a |
| Q2 2025 | 5 | -1 | 3.91M | $97.75M | n/a | −1 |
| Q1 2025 | 4 | +2 | 3.15M | $78.30M | +2 | n/a |
| Q4 2024 | 2 | 0 | 2.91M | $70.67M | +1 | −1 |
| Q3 2024 | 1 | 0 | 4.68K | $236,707 | +1 | −1 |
| Q2 2024 | 1 | n/a | 4.84K | $236,225 | n/a | n/a |
Qui le détient · Q4 2025
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 238.26M | n/a | $5.98B | 0.9% | n/c | 1 | SEC ↗ |
| 2 | Royal Bank Of Canada | 17.08M | n/a | $428.40M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 3 | Ameriprise Financial Inc | 13.85M | n/a | $347.31M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 4 | Stifel Financial Corp | 7.25M | n/a | $181.84M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 5 | JPMorgan Chase ✦ | 5.20M | -46.9% | $130.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 6 | Bank Of America Corp /De/ | 5.17M | n/a | $129.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Envestnet Asset Management Inc | 3.42M | n/a | $85.74M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (passif) | 2.90M | 0.0% | $72.73M | 0.0% | Held | 5 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 2.68M | n/a | $67.28M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Cerity Partners LLC | 2.47M | n/a | $61.96M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 11 | LPL Financial LLC | 1.90M | n/a | $47.64M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.75M | +30.1% | $43.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Baird Financial Group, Inc. | 1.36M | n/a | $33.99M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 1.15M | n/a | $28.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Creative Planning | 1.07M | n/a | $26.96M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 916.00K | n/a | $22.97M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 717.52K | n/a | $18.00M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 553.19K | n/a | $13.87M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 528.92K | -20.7% | $13.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Franklin Resources Inc | 500.04K | n/a | $12.54M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 495.51K | n/a | $12.43M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 22 | UBS Group AG | 417.69K | n/a | $10.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Raymond James Financial Inc | 382.81K | n/a | $9.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Commonwealth Equity Services, Llc | 379.25K | n/a | $9.51M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Focus Partners Wealth | 309.55K | n/a | $7.76M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 273.64K | n/a | $6.86M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 27 | Mariner, LLC | 252.14K | n/a | $6.32M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Captrust Financial Advisors | 182.82K | n/a | $4.59M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 179.92K | n/a | $4.51M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 171.11K | n/a | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 170.00K | n/a | $4.26M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 150.74K | n/a | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 150.53K | n/a | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Blair William & Co/Il | 122.78K | n/a | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Financial Engines Advisors L.L.C. | 88.73K | n/a | $2.23M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Corient Private Wealth LP | 85.99K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | National Bank Of Canada /Fi/ | 83.08K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Mercer Global Advisors Inc /Adv | 47.74K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Renaissance Technologies ✦ | 45.00K | -70.8% | $1.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | Grantham, Mayo, Van Otterloo & Co.… | 44.87K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 23.38K | Nouveau | $586,471 | 0.0% | New | 1 | SEC ↗ |
| 42 | Empower Advisory Group, LLC | 23.32K | n/a | $584,991 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 19.27K | +76.5% | $483,246 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Truist Financial Corp | 17.88K | n/a | $448,448 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | UBS AM, a distinct business unit of… | 15.52K | n/a | $389,317 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 11.71K | n/a | $293,638 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 11.38K | n/a | $285,484 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | Quantinno Capital Management LP | 9.86K | n/a | $247,214 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Citigroup Inc | 9.29K | n/a | $232,922 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Us Bancorp \De\ | 7.98K | n/a | $200,086 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 51 | Fifth Third Bancorp | 1.42K | n/a | $35,538 | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur actions 13F déclarée de ce gérant : la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Goldman Sachs Group | $586,471 | 0.0% |
Sorti(e)
| Citadel Advisors | $2.76M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 503 détenteurs, 411.08M actions, $10.15B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Fréquemment codétenus
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs : nombre de co-détentions, sans relation fondamentale sous-jacente.
Provenance: Détention issue des positions en actions ordinaires analysées des 13F (univers suivi, ensembles comparables pour les variations) ; lignes initiés issues des formulaires 3/4/5 ; participations issues des annexes 13D/13G ; chaque dépôt renvoie à son original sur SEC EDGAR.
Période de déclaration: Q4 2025 ·
Méthodologie ·
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