Catatan efek · kuartal yang diarsipkan
SCHR
Schwab Intermediate-Term U.S. Treasury ETF · Financial Services · Asset Management - Bonds
54Pemegang yang dilacak
+3Δ pemegang
328.88MSaham yang dipegang
$8.19BNilai yang dilaporkan
+5Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +5.9% ·
aliran saham +5.1% ·
posisi baru bersih +5.6%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
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 · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 249.55M | +4.7% | $6.22B | 0.9% | ▲ Add | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 17.33M | +1.5% | $431.81M | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 3 | Ameriprise Financial Inc | 13.38M | -3.4% | $333.28M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Stifel Financial Corp | 7.62M | +5.1% | $189.88M | 0.2% | ▲ Add | 2 | SEC ↗ ×6 |
| 5 | Bank Of America Corp /De/ | 6.19M | +19.7% | $154.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | JPMorgan Chase ✦ | 5.98M | +14.9% | $148.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 7 | Envestnet Asset Management Inc | 4.65M | +36.0% | $115.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (pasif) | 2.90M | 0.0% | $72.24M | 0.0% | Held | 6 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 2.58M | -3.6% | $64.22M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 2.12M | +11.7% | $52.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cerity Partners LLC | 1.93M | -21.9% | $48.04M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Morgan Stanley ✦ | 1.81M | +3.6% | $45.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Baird Financial Group, Inc. | 1.45M | +6.6% | $36.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 1.43M | +24.3% | $35.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Cetera Investment Advisers | 1.15M | +25.7% | $28.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 924.45K | +28.8% | $22.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Creative Planning | 910.13K | -15.3% | $22.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | UBS Group AG | 648.37K | +55.2% | $16.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Franklin Resources Inc | 539.26K | +7.8% | $13.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Commonwealth Equity Services, Llc | 535.25K | +41.1% | $13.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 521.72K | +5.3% | $13.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Tidal Investments LLC | 488.63K | Baru | $12.17M | 0.0% | New | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 422.10K | +10.3% | $10.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | BlackRock ✦ (pasif) | 392.14K | -25.9% | $9.77M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 377.31K | -31.8% | $9.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mariner, LLC | 344.63K | +36.7% | $8.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Osaic Holdings, Inc. | 329.68K | +20.5% | $8.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Focus Partners Wealth | 301.83K | -2.5% | $7.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Captrust Financial Advisors | 245.47K | +34.3% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 154.58K | Baru | $3.85M | 0.0% | New | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 144.06K | -4.3% | $3.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 137.05K | -9.1% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cwm, Llc | 135.86K | -24.5% | $3.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Renaissance Technologies ✦ | 129.70K | +188.2% | $3.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Blair William & Co/Il | 128.98K | +5.0% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Grantham, Mayo, Van Otterloo & Co.… | 113.66K | +153.3% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 111.37K | +133.3% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Jane Street Group, Llc | 94.61K | Baru | $2.36M | 0.0% | New | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 92.16K | +6403.6% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 86.86K | -49.2% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 86.63K | +4.3% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | UBS AM, a distinct business unit of… | 85.61K | +451.5% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Financial Engines Advisors L.L.C. | 70.16K | -20.9% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Citadel Advisors ✦ | 62.45K | Baru | $1.56M | 0.0% | New | 1 | SEC ↗ |
| 45 | Corient Private Wealth LP | 44.33K | -48.5% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Truist Financial Corp | 36.65K | +105.0% | $912,994 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Empower Advisory Group, LLC | 26.56K | +13.9% | $661,635 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 24.45K | +26.9% | $609,100 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | Us Bancorp \De\ | 16.76K | +110.1% | $417,467 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | Pnc Financial Services Group, Inc. | 12.61K | +10.7% | $314,006 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Quantinno Capital Management LP | 11.76K | +19.4% | $293,041 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Citigroup Inc | 11.29K | +21.6% | $281,321 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 9.16K | Baru | $228,264 | 0.0% | New | 1 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 8.53K | -27.1% | $212,545 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidal Investments LLC | $12.17M | 0.0% |
| Susquehanna International… | $3.85M | 0.0% |
| Jane Street Group, Llc | $2.36M | 0.0% |
| Citadel Advisors | $1.56M | 0.0% |
| AQR Capital Management | $228,264 | 0.0% |
Telah keluar
| Bnp Paribas Financial Markets | $4.26M | adalah 0.0% |
| Goldman Sachs Group | $586,471 | 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API