Menkul kıymet kaydı · arşivlenmiş çeyrek
SCHV
Schwab U.S. Large-Cap Value ETF · Financial Services · Asset Management
60Takip edilen yatırımcılar
+3Δ sahipler
170.14MTutulan hisseler
$5.19BRaporlanan değer
+5Yeni pozisyonlar
−2Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +5.3% ·
pay akışı -2.2% ·
net yeni pozisyonlar +5.0%
· formül
Sahiplik parçalanması: daha fazla sahip, daha küçük toplam pay
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 |
Kimler elinde bulunduruyor · Q1 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Yeni | $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 | Yeni | $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 ✦ (pasif) | 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 | Yeni | $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 | Yeni | $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 | Yeni | $7,531 | 0.0% | New | 1 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, yöneticinin raporlanan 13F hisse senedi değeri içindeki payı: kanaat ölçüsü. ✦ = seçilmiş yönetici.
Yeni alıcılar
| 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% |
Çıkıldı
| Northern Trust Corp | $254,735 | idi 0.0% |
| Simplex Trading, Llc | $2,576 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 955 sahipler, 359.99M hisseler, $10.69B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen sahiplerinin en sık birlikte tuttuğu diğer varlıklar: ortak sahiplik sayıları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q1 2026 ·
Metodoloji ·
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