SCHW
The Charles Schwab Corporation · Financial Services · Financial - Capital Markets
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.3% ·
aandelenstroom +4.9% ·
netto nieuwe posities +4.2%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 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 ✦ | 89.37M | -0.2% | $6.61B | 3.8% | ▼ Trim | 3 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 73.09M | -16.8% | $5.41B | 0.6% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | State Street Global Advisors ✦ (passief) | 63.44M | n/a | $4.70B | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passief) | 30.90M | +2.5% | $2.28B | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Harris Associates (Oakmark) ✦ | 27.69M | -1.9% | $2.05B | 3.4% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Fisher Asset Management ✦ | 20.46M | +1.3% | $1.51B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 7 | Norges Bank ✦ (passief) | 17.42M | -4.6% | $1.29B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 8 | Viking Global Investors ✦ | 14.66M | +526.5% | $1.08B | 3.5% | ▲ Add | 2 | SEC ↗ |
| 9 | Arrowstreet Capital ✦ | 6.22M | +91.0% | $460.18M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 10 | Millennium Management ✦ | 5.94M | +260.1% | $439.76M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 11 | Coatue Management ✦ | 4.51M | Nieuw | $333.79M | 1.1% | New | 1 | SEC ↗ ×5 |
| 12 | PRIMECAP Management ✦ | 4.25M | +310.3% | $314.72M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 13 | Marshall Wace ✦ | 4.18M | +742.0% | $309.45M | 0.4% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | D. E. Shaw & Co. ✦ | 3.00M | +25.8% | $222.16M | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Wellington Management ✦ | 2.23M | -23.7% | $164.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | Citadel Advisors ✦ | 2.09M | +22.3% | $154.87M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Adage Capital Partners ✦ | 1.40M | -0.7% | $103.45M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 18 | Markel Group ✦ | 1.36M | +1.0% | $100.93M | 0.9% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Renaissance Technologies ✦ | 1.09M | +15.7% | $80.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Point72 Asset Management ✦ | 887.14K | Nieuw | $65.66M | 0.2% | New | 1 | SEC ↗ |
| 21 | Two Sigma Investments ✦ | 662.24K | +29.6% | $49.01M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 296.98K | +231.0% | $21.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 23 | Gotham Asset Management ✦ | 30.61K | +2.4% | $2.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | GAMCO Investors ✦ | 25.48K | -4.3% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Coatue Management | $333.79M | 1.1% |
| Point72 Asset Management | $65.66M | 0.2% |
Verlaten
| Bridgewater Associates | $1.75M | 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