Catatan efek · kuartal yang diarsipkan
SCHV
Schwab U.S. Large-Cap Value ETF · Financial Services · Asset Management
57Pemegang yang dilacak
0Δ pemegang
173.91MSaham yang dipegang
$5.15BNilai yang dilaporkan
+1Posisi baru
−1Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham -2.0% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 3.68M | $124.47M | n/a | −1 |
| 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 |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasif) | 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 | Baru | $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 ✦ (pasif) | 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 ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Fisher Asset Management | $524,136 | 0.0% |
Telah keluar
| Wellington Management | $68.74M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 955 pemegang, 359.99M saham, $10.69B 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 ·
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