سجل الورقة المالية · ربع مؤرشف
SCHV
Schwab U.S. Large-Cap Value ETF · Financial Services · Asset Management
60الحاملون المتتبعون
+3Δ المساهمون
170.14Mالأسهم المحتفظ بها
$5.19Bالقيمة المُبلَّغ عنها
+5المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +5.3% ·
تدفق الأسهم -2.2% ·
المراكز الجديدة الصافية +5.0%
· الصيغة
تشتت الملكية: مزيد من الملّاك وحصة إجمالية أصغر.
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 48.43M | -4.6% | $1.48B | 3.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Sei Investments Co | 44.77M | -2.2% | $1.37B | 1.3% | ▼ Trim | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 18.29M | +10.1% | $557.73M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 11.28M | -2.8% | $343.03M | 0.5% | ▼ Trim | 2 | SEC ↗ ×4 |
| 5 | Mariner, LLC | 9.18M | +0.8% | $279.83M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Wealth Enhancement Advisory… | 3.81M | -40.2% | $116.96M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 3.54M | -1.9% | $108.10M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 3.31M | +1.9% | $101.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 3.04M | +9.7% | $92.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 10 | UBS Group AG | 2.72M | +10.0% | $83.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | HighTower Advisors, LLC | 2.66M | 0.0% | $81.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 2.61M | -6.4% | $79.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Creative Planning | 1.92M | -36.6% | $58.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 1.89M | -0.3% | $57.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | JPMorgan Chase ✦ | 1.55M | +31.1% | $46.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 16 | Cerity Partners LLC | 1.10M | +16.9% | $33.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Captrust Financial Advisors | 1.10M | +69.3% | $33.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 920.77K | -13.6% | $28.08M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 851.66K | +1.1% | $25.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Wells Fargo & Company/Mn | 819.71K | -6.7% | $25.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Royal Bank Of Canada | 753.27K | +7.2% | $22.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 22 | Focus Partners Wealth | 666.15K | +2.3% | $20.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 647.24K | -3.8% | $19.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 478.89K | -1.3% | $14.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cwm, Llc | 390.64K | +0.8% | $11.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 321.19K | -26.2% | $9.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Tudor Investment Corp Et Al | 307.23K | جديد | $9.37M | 0.1% | New | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 263.67K | +16.6% | $8.04M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 29 | Us Bancorp \De\ | 226.52K | -1.5% | $6.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 30 | Quantinno Capital Management LP | 216.46K | +68.5% | $6.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 188.62K | +354.0% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Principal Financial Group Inc | 185.79K | جديد | $5.67M | 0.0% | New | 1 | SEC ↗ |
| 33 | Stifel Financial Corp | 161.62K | +25.0% | $4.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | AQR Capital Management ✦ | 152.08K | +47.9% | $4.64M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 148.52K | -9.7% | $4.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Citadel Advisors ✦ | 141.29K | +938.5% | $4.31M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 124.99K | +28.9% | $3.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 119.88K | +253.8% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Truist Financial Corp | 106.00K | -9.1% | $3.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Lido Advisors, LLC | 105.81K | -6.6% | $3.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 41 | Corient Private Wealth LP | 95.90K | -48.7% | $2.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 66.51K | -8.6% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Assetmark, Inc | 63.19K | -23.4% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | BlackRock ✦ (سلبي) | 56.60K | +6.2% | $1.73M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 45 | Rockefeller Capital Management L.P. | 46.95K | -1.6% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 46 | Bank of New York Mellon Corp | 40.74K | -78.4% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 47 | Pnc Financial Services Group, Inc. | 39.88K | 0.0% | $1.22M | 0.0% | Held | 2 | SEC ↗ |
| 48 | Blair William & Co/Il | 38.36K | +0.6% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 29.67K | +4.9% | $904,966 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 50 | Fifth Third Bancorp | 26.33K | +1091.8% | $802,943 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Brown Advisory Inc | 20.73K | +26.5% | $632,201 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | CIBC Bancorp USA Inc. | 20.09K | n/a | $612,823 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Renaissance Technologies ✦ | 19.80K | -58.4% | $603,900 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 54 | Jane Street Group, Llc | 17.42K | جديد | $531,188 | 0.0% | New | 1 | SEC ↗ ×2 |
| 55 | Citigroup Inc | 16.12K | +9.9% | $491,660 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Fisher Asset Management ✦ | 11.16K | -36.9% | $340,472 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 10.42K | -7.1% | $317,719 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Empower Advisory Group, LLC | 7.04K | جديد | $214,659 | 0.0% | New | 1 | SEC ↗ |
| 59 | Qube Research & Technologies Ltd | 6.64K | -76.3% | $202,581 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | National Bank Of Canada /Fi/ | 247 | جديد | $7,531 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Tudor Investment Corp Et Al | $9.37M | 0.1% |
| Principal Financial Group Inc | $5.67M | 0.0% |
| Jane Street Group, Llc | $531,188 | 0.0% |
| Empower Advisory Group, LLC | $214,659 | 0.0% |
| National Bank Of Canada /Fi/ | $7,531 | 0.0% |
تم الخروج
| Northern Trust Corp | $254,735 | كان 0.0% |
| Simplex Trading, Llc | $2,576 | 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: Q1 2026 ·
المنهجية ·
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