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Schwab U.S. Large-Cap Value ETF · Financial Services · Asset Management
57الحاملون المتتبعون
0Δ المساهمون
173.91Mالأسهم المحتفظ بها
$5.15Bالقيمة المُبلَّغ عنها
+1المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم -2.0% · المراكز الجديدة الصافية 0.0% · الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 3.68M | $124.47M | n/a | n/a |
| Q2 2026 | 60 | +2 | 159.61M | $5.53B | +5 | −4 |
| Q1 2026 | 60 | +3 | 170.14M | $5.19B | +5 | −2 |
| Q4 2025 | 57 | 0 | 173.91M | $5.15B | +1 | −1 |
| Q3 2025 | 10 | 0 | 7.96M | $231.70M | +1 | −1 |
| Q2 2025 | 7 | -1 | 423.92K | $11.73M | n/a | −1 |
| Q1 2025 | 5 | +1 | 116.04K | $3.08M | +1 | n/a |
| Q4 2024 | 4 | +1 | 174.38K | $4.55M | +1 | n/a |
| Q3 2024 | 3 | +1 | 67.04K | $5.39M | +1 | n/a |
| Q2 2024 | 2 | n/a | 7.99K | $591,751 | n/a | n/a |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 50.76M | n/a | $1.50B | 2.8% | n/c | 1 | SEC ↗ |
| 2 | Sei Investments Co | 45.78M | n/a | $1.36B | 1.3% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 16.61M | n/a | $491.88M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 11.60M | n/a | $343.57M | 0.5% | n/c | 1 | SEC ↗ ×5 |
| 5 | Mariner, LLC | 9.10M | n/a | $269.54M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 6 | Wealth Enhancement Advisory… | 6.37M | n/a | $194.23M | 0.3% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 3.61M | n/a | $107.02M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 3.25M | n/a | $96.28M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Creative Planning | 3.03M | n/a | $89.70M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 10 | Ameriprise Financial Inc | 2.79M | n/a | $82.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Morgan Stanley ✦ | 2.77M | +5.8% | $81.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 12 | HighTower Advisors, LLC | 2.66M | n/a | $78.67M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 2.48M | n/a | $73.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Bank Of America Corp /De/ | 1.90M | n/a | $56.17M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 15 | JPMorgan Chase ✦ | 1.19M | -46.8% | $35.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 16 | Mml Investors Services, Llc | 1.07M | n/a | $31.56M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Cerity Partners LLC | 944.14K | n/a | $27.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Wells Fargo & Company/Mn | 878.86K | n/a | $26.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Raymond James Financial Inc | 842.19K | n/a | $24.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Royal Bank Of Canada | 702.45K | n/a | $20.80M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 21 | Northwestern Mutual Wealth… | 672.86K | n/a | $19.92M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Focus Partners Wealth | 651.29K | n/a | $19.28M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Captrust Financial Advisors | 650.15K | n/a | $19.25M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 485.32K | n/a | $14.37M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 435.36K | n/a | $12.89M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 387.37K | n/a | $11.47M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 229.94K | n/a | $6.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Fidelity (FMR) ✦ | 226.20K | +5.5% | $6.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 188.45K | n/a | $5.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Corient Private Wealth LP | 186.98K | n/a | $5.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Baird Financial Group, Inc. | 164.49K | n/a | $4.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Stifel Financial Corp | 129.32K | n/a | $3.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Quantinno Capital Management LP | 128.46K | n/a | $3.80M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Truist Financial Corp | 116.61K | n/a | $3.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Lido Advisors, LLC | 113.32K | n/a | $3.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | AQR Capital Management ✦ | 102.81K | +76.7% | $3.04M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 96.97K | n/a | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 82.52K | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 72.77K | n/a | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | BlackRock ✦ (سلبي) | 53.32K | +140.0% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 41 | Rockefeller Capital Management L.P. | 47.70K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Renaissance Technologies ✦ | 47.60K | -68.0% | $1.41M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 43 | Goldman Sachs Group ✦ | 41.55K | -82.1% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 39.88K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Blair William & Co/Il | 38.12K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | UBS AM, a distinct business unit of… | 33.89K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 28.29K | n/a | $837,727 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 48 | Qube Research & Technologies Ltd | 28.05K | n/a | $830,649 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Fisher Asset Management ✦ | 17.70K | جديد | $524,136 | 0.0% | New | 1 | SEC ↗ |
| 50 | Brown Advisory Inc | 16.39K | n/a | $485,215 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Citigroup Inc | 14.67K | n/a | $434,260 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Citadel Advisors ✦ | 13.61K | -81.8% | $402,874 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 53 | Russell Investments Group, Ltd. | 11.21K | n/a | $332,017 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Northern Trust Corp | 8.60K | n/a | $254,735 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | The Vanguard Group ✦ (سلبي) | 8.35K | +10.4% | $247,238 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Fifth Third Bancorp | 2.21K | n/a | $65,408 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Simplex Trading, Llc | 87 | n/a | $2,576 | 0.0% | n/c | 1 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Fisher Asset Management | $524,136 | 0.0% |
تم الخروج
| Wellington Management | $68.74M | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 955 المالكون, 359.99M الأسهم, $10.69B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q4 2025 ·
المنهجية ·
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