Ficha del valor · trimestre archivado
SCHV
Schwab U.S. Large-Cap Value ETF · Financial Services · Asset Management
57Tenedores rastreados
0Δ titulares
173.91MAcciones mantenidas
$5.15BValor declarado
+1Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -2.0% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 61 | +2 | 162.24M | $5.63B | +5 | −3 |
| 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 | — | −1 |
| Q1 2025 | 5 | +1 | 116.04K | $3.08M | +1 | — |
| Q4 2024 | 4 | +1 | 174.38K | $4.55M | +1 | — |
| Q3 2024 | 3 | +1 | 67.04K | $5.39M | +1 | — |
| Q2 2024 | 2 | — | 7.99K | $591,751 | — | — |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 50.76M | — | $1.50B | 2.8% | n/c | 1 | SEC ↗ |
| 2 | Sei Investments Co | 45.78M | — | $1.36B | 1.3% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 16.61M | — | $491.88M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 11.60M | — | $343.57M | 0.5% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 11.60M | — | $343.57M | 0.5% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 11.60M | — | $343.57M | 0.5% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 11.60M | — | $343.57M | 0.5% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 11.60M | — | $343.57M | 0.5% | n/c | 1 | SEC ↗ |
| 9 | Mariner, LLC | 9.10M | — | $269.54M | 0.3% | n/c | 1 | SEC ↗ |
| 10 | Mariner, LLC | 9.10M | — | $269.54M | 0.3% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 9.10M | — | $269.54M | 0.3% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 6.37M | — | $194.23M | 0.3% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 3.61M | — | $107.02M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | LPL Financial LLC | 3.25M | — | $96.28M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Creative Planning | 3.03M | — | $89.70M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Creative Planning | 3.03M | — | $89.70M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 2.79M | — | $82.49M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 2.79M | — | $82.49M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 2.77M | +5.8% | $81.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2.77M | +5.8% | $81.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2.77M | +5.8% | $81.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.77M | +5.8% | $81.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.77M | +5.8% | $81.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.77M | +5.8% | $81.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 2.66M | — | $78.67M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 2.48M | — | $73.34M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS Group AG | 2.48M | — | $73.34M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 1.90M | — | $56.17M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 1.90M | — | $56.17M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 1.90M | — | $56.17M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 1.90M | — | $56.17M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 1.19M | -46.8% | $35.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 1.19M | -46.8% | $35.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 1.19M | -46.8% | $35.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 1.19M | -46.8% | $35.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 1.19M | -46.8% | $35.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 1.19M | -46.8% | $35.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 1.07M | — | $31.56M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Cerity Partners LLC | 944.14K | — | $27.96M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cerity Partners LLC | 944.14K | — | $27.96M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cerity Partners LLC | 944.14K | — | $27.96M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 878.86K | — | $26.02M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 878.86K | — | $26.02M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Raymond James Financial Inc | 842.19K | — | $24.94M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Raymond James Financial Inc | 842.19K | — | $24.94M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Royal Bank Of Canada | 702.45K | — | $20.80M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Royal Bank Of Canada | 702.45K | — | $20.80M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Royal Bank Of Canada | 702.45K | — | $20.80M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Royal Bank Of Canada | 702.45K | — | $20.80M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Royal Bank Of Canada | 702.45K | — | $20.80M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Northwestern Mutual Wealth… | 672.86K | — | $19.92M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Focus Partners Wealth | 651.29K | — | $19.28M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Captrust Financial Advisors | 650.15K | — | $19.25M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Commonwealth Equity Services, Llc | 485.32K | — | $14.37M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Mercer Global Advisors Inc /Adv | 435.36K | — | $12.89M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Cwm, Llc | 387.37K | — | $11.47M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Us Bancorp \De\ | 229.94K | — | $6.81M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Us Bancorp \De\ | 229.94K | — | $6.81M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Fidelity (FMR) ✦ | 226.20K | +5.5% | $6.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 188.45K | — | $5.58M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 188.45K | — | $5.58M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 188.45K | — | $5.58M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Corient Private Wealth LP | 186.98K | — | $5.54M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Corient Private Wealth LP | 186.98K | — | $5.54M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Baird Financial Group, Inc. | 164.49K | — | $4.87M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Baird Financial Group, Inc. | 164.49K | — | $4.87M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Stifel Financial Corp | 129.32K | — | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Stifel Financial Corp | 129.32K | — | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Stifel Financial Corp | 129.32K | — | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Quantinno Capital Management LP | 128.46K | — | $3.80M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Truist Financial Corp | 116.61K | — | $3.45M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Truist Financial Corp | 116.61K | — | $3.45M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Lido Advisors, LLC | 113.32K | — | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Lido Advisors, LLC | 113.32K | — | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | AQR Capital Management ✦ | 102.81K | +76.7% | $3.04M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 76 | Jones Financial Companies Lllp | 96.97K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Assetmark, Inc | 82.52K | — | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Susquehanna International Group, Llp | 72.77K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | BlackRock ✦ (pasivo) | 53.32K | +140.0% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | BlackRock ✦ (pasivo) | 53.32K | +140.0% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | BlackRock ✦ (pasivo) | 53.32K | +140.0% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | BlackRock ✦ (pasivo) | 53.32K | +140.0% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Rockefeller Capital Management L.P. | 47.70K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Rockefeller Capital Management L.P. | 47.70K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Renaissance Technologies ✦ | 47.60K | -68.0% | $1.41M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 86 | Goldman Sachs Group ✦ | 41.55K | -82.1% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Pnc Financial Services Group, Inc. | 39.88K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Blair William & Co/Il | 38.12K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | UBS AM, a distinct business unit of… | 33.89K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Bank Of Montreal /Can/ | 28.29K | — | $837,727 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bank Of Montreal /Can/ | 28.29K | — | $837,727 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Bank Of Montreal /Can/ | 28.29K | — | $837,727 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Qube Research & Technologies Ltd | 28.05K | — | $830,649 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Fisher Asset Management ✦ | 17.70K | Nuevo | $524,136 | 0.0% | New | 1 | SEC ↗ |
| 95 | Brown Advisory Inc | 16.39K | — | $485,215 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Citigroup Inc | 14.67K | — | $434,260 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Citadel Advisors ✦ | 13.61K | -81.8% | $402,874 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 98 | Russell Investments Group, Ltd. | 11.21K | — | $332,017 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Northern Trust Corp | 8.60K | — | $254,735 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | The Vanguard Group ✦ (pasivo) | 8.35K | +10.4% | $247,238 | 0.0% | ▲ Add | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Fisher Asset Management | $524,136 | 0.0% |
Posición cerrada
| Wellington Management | $68.74M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 955 tenedores, 359.99M acciones, $10.69B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
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