Scheda del titolo · trimestre archiviato
SCHR
Schwab Intermediate-Term U.S. Treasury ETF · Financial Services · Asset Management - Bonds
51Holder monitorati
0Δ titolari
312.91MQuote detenute
$7.85BValore dichiarato
+1Nuove posizioni
−1Uscite
Input di momentum (manager comparabili): ampiezza dei detentori 0.0% · flusso azionario -1.4% · nuove posizioni nette 0.0% — formula
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q4 2025
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2025 | 5 | -1 | 3.91M | $97.75M | — | −1 |
| Q1 2025 | 4 | +2 | 3.15M | $78.30M | +2 | — |
| Q4 2024 | 2 | 0 | 2.91M | $70.67M | +1 | −1 |
| Q3 2024 | 1 | 0 | 4.68K | $236,707 | +1 | −1 |
| Q2 2024 | 1 | — | 4.84K | $236,225 | — | — |
Chi lo detiene · Q4 2025
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 238.26M | — | $5.98B | 0.9% | n/c | 1 | SEC ↗ |
| 2 | Royal Bank Of Canada | 17.08M | — | $428.40M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 3 | Ameriprise Financial Inc | 13.85M | — | $347.31M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 4 | Stifel Financial Corp | 7.25M | — | $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 | — | $129.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Envestnet Asset Management Inc | 3.42M | — | $85.74M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (passivo) | 2.90M | 0.0% | $72.73M | 0.0% | Held | 5 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 2.68M | — | $67.28M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Cerity Partners LLC | 2.47M | — | $61.96M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 11 | LPL Financial LLC | 1.90M | — | $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 | — | $33.99M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 1.15M | — | $28.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Creative Planning | 1.07M | — | $26.96M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 916.00K | — | $22.97M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 717.52K | — | $18.00M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 553.19K | — | $13.87M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passivo) | 528.92K | -20.7% | $13.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Franklin Resources Inc | 500.04K | — | $12.54M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 495.51K | — | $12.43M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 22 | UBS Group AG | 417.69K | — | $10.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Raymond James Financial Inc | 382.81K | — | $9.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Commonwealth Equity Services, Llc | 379.25K | — | $9.51M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Focus Partners Wealth | 309.55K | — | $7.76M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 273.64K | — | $6.86M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 27 | Mariner, LLC | 252.14K | — | $6.32M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Captrust Financial Advisors | 182.82K | — | $4.59M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 179.92K | — | $4.51M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 171.11K | — | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 170.00K | — | $4.26M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 150.74K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 150.53K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Blair William & Co/Il | 122.78K | — | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Financial Engines Advisors L.L.C. | 88.73K | — | $2.23M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Corient Private Wealth LP | 85.99K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | National Bank Of Canada /Fi/ | 83.08K | — | $2.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Mercer Global Advisors Inc /Adv | 47.74K | — | $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 | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 23.38K | Nuovo | $586,471 | 0.0% | New | 1 | SEC ↗ |
| 42 | Empower Advisory Group, LLC | 23.32K | — | $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 | — | $448,448 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | UBS AM, a distinct business unit of… | 15.52K | — | $389,317 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 11.71K | — | $293,638 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 11.38K | — | $285,484 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | Quantinno Capital Management LP | 9.86K | — | $247,214 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Citigroup Inc | 9.29K | — | $232,922 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Us Bancorp \De\ | 7.98K | — | $200,086 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 51 | Fifth Third Bancorp | 1.42K | — | $35,538 | 0.0% | n/c | 1 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Goldman Sachs Group | $586,471 | 0.0% |
Uscito
| Citadel Advisors | $2.76M | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 503 detentori, 411.08M azioni, $10.15B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q4 2025 ·
Metodologia ·
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