SCHW
The Charles Schwab Corporation · Financial Services · Financial - Capital Markets
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.0% ·
aandelenstroom +5.0% ·
netto nieuwe posities +9.1%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2024
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 4.73M | $459.93M | n/a | −3 |
| Q2 2026 | 179 | +3 | 1.17B | $108.97B | +7 | −5 |
| Q1 2026 | 180 | -4 | 1.15B | $108.59B | +3 | −8 |
| Q4 2025 | 183 | 0 | 1.22B | $121.40B | +1 | n/a |
| Q3 2025 | 29 | +1 | 846.46M | $80.79B | +1 | −1 |
| Q2 2025 | 26 | -1 | 718.26M | $65.52B | n/a | −1 |
| Q1 2025 | 24 | 0 | 451.43M | $35.33B | +1 | −1 |
| Q4 2024 | 24 | +1 | 375.21M | $27.76B | +2 | −1 |
| Q3 2024 | 22 | +2 | 294.39M | $19.07B | +3 | −1 |
| Q2 2024 | 20 | n/a | 280.44M | $20.66B | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dodge & Cox ✦ | 89.59M | +4.4% | $5.81B | 3.3% | ▲ Add | 2 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 87.81M | +3.1% | $5.69B | 0.7% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Geode Capital Management ✦ (passief) | 30.14M | +1.5% | $1.95B | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Harris Associates (Oakmark) ✦ | 28.23M | +23.1% | $1.83B | 3.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Fisher Asset Management ✦ | 20.19M | +2.5% | $1.31B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 6 | Norges Bank ✦ (passief) | 18.26M | +23.2% | $1.18B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 7 | Arrowstreet Capital ✦ | 3.25M | +498.1% | $210.95M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 2.92M | -70.4% | $189.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 9 | D. E. Shaw & Co. ✦ | 2.39M | +2412.2% | $154.71M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Viking Global Investors ✦ | 2.34M | Nieuw | $151.65M | 0.6% | New | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 1.71M | +262.5% | $110.86M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Millennium Management ✦ | 1.65M | -73.7% | $106.94M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | Adage Capital Partners ✦ | 1.41M | -1.7% | $91.26M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 14 | Markel Group ✦ | 1.35M | -1.2% | $87.55M | 0.8% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | PRIMECAP Management ✦ | 1.04M | -2.1% | $67.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 939.19K | Nieuw | $60.87M | 0.1% | New | 1 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 510.98K | +2299.0% | $33.12M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Marshall Wace ✦ | 496.56K | -42.9% | $32.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 89.72K | -42.3% | $5.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Gotham Asset Management ✦ | 29.89K | +14.0% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bridgewater Associates ✦ | 27.06K | Nieuw | $1.75M | 0.0% | New | 1 | SEC ↗ |
| 22 | GAMCO Investors ✦ | 26.62K | +1.4% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Viking Global Investors | $151.65M | 0.6% |
| Renaissance Technologies | $60.87M | 0.1% |
| Bridgewater Associates | $1.75M | 0.0% |
Verlaten
| Point72 Asset Management | $9.36M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 2,301 houders, 1.34B aandelen, $119.45B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Officer · 3.18K aand · $346,428
Officer · 3.18K aand · $343,498
Officer, Director · 74.39K aand · $8.25M
Director · 9.18K aand · $1.00M
Officer, Director · 176.21K aand · $20.00M
Officer, Director · 117.00K aand · $13.24M
Officer · 1.00K aand · $111,330
Officer · 21.87K aand · $2.43M
Officer · 2.20K aand · $241,780
Officer, Director · 46.41K aand · $5.02M
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie