Catatan efek · kuartal yang diarsipkan
SCHR
Schwab Intermediate-Term U.S. Treasury ETF · Financial Services · Asset Management - Bonds
51Pemegang yang dilacak
0Δ pemegang
312.91MSaham yang dipegang
$7.85BNilai yang dilaporkan
+1Posisi baru
−1Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham -1.4% · posisi baru bersih 0.0% · formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasif) | 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 ✦ (pasif) | 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 | Baru | $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 ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Goldman Sachs Group | $586,471 | 0.0% |
Telah keluar
| Citadel Advisors | $2.76M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 503 pemegang, 411.08M saham, $10.15B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API