SCHW
The Charles Schwab Corporation · Financial Services · Financial - Capital Markets
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.6% ·
aandelenstroom -0.8% ·
netto nieuwe posities 0.0%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| 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 | The Vanguard Group ✦ (passief) | 151.59M | +0.3% | $14.47B | 0.2% | ▲ Add | 2 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passief) | 132.28M | +3.2% | $12.63B | 0.2% | ▲ Add | 2 | SEC ↗ ×23 |
| 3 | JPMorgan Chase ✦ | 121.18M | n/a | $11.57B | 0.4% | n/c | 1 | SEC ↗ ×46 |
| 4 | Dodge & Cox ✦ | 83.04M | -1.6% | $7.93B | 4.3% | ▼ Trim | 6 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passief) | 73.16M | +0.9% | $6.98B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 57.44M | -23.2% | $5.48B | 0.6% | ▼ Trim | 6 | SEC ↗ ×2 |
| 7 | Geode Capital Management ✦ (passief) | 37.57M | +0.5% | $3.57B | 0.2% | ▲ Add | 6 | SEC ↗ ×2 |
| 8 | Fidelity (FMR) ✦ | 31.53M | -8.8% | $3.01B | 0.2% | ▼ Trim | 2 | SEC ↗ ×7 |
| 9 | Morgan Stanley ✦ | 24.73M | n/a | $2.36B | 0.1% | n/c | 1 | SEC ↗ ×23 |
| 10 | Fisher Asset Management ✦ | 21.65M | +1.3% | $2.07B | 0.7% | ▲ Add | 6 | SEC ↗ |
| 11 | Harris Associates (Oakmark) ✦ | 21.24M | -7.5% | $2.03B | 3.2% | ▼ Trim | 6 | SEC ↗ ×2 |
| 12 | PRIMECAP Management ✦ | 21.21M | +11.4% | $2.02B | 1.6% | ▲ Add | 6 | SEC ↗ |
| 13 | Viking Global Investors ✦ | 16.58M | +5.1% | $1.58B | 4.1% | ▲ Add | 5 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 9.42M | n/a | $899.79M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 15 | Wellington Management ✦ | 8.07M | -35.2% | $770.15M | 0.1% | ▼ Trim | 6 | SEC ↗ ×3 |
| 16 | D. E. Shaw & Co. ✦ | 7.66M | +399.5% | $731.75M | 0.6% | ▲ Add | 6 | SEC ↗ ×2 |
| 17 | Arrowstreet Capital ✦ | 5.32M | +15.2% | $508.22M | 0.3% | ▲ Add | 6 | SEC ↗ |
| 18 | Millennium Management ✦ | 4.31M | +140.5% | $411.04M | 0.3% | ▲ Add | 6 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 3.90M | +303.4% | $372.71M | 0.3% | ▲ Add | 6 | SEC ↗ ×2 |
| 20 | AQR Capital Management ✦ | 3.08M | +20.9% | $294.40M | 0.2% | ▲ Add | 6 | SEC ↗ ×8 |
| 21 | Point72 Asset Management ✦ | 2.75M | +42.7% | $262.39M | 0.6% | ▲ Add | 4 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 2.56M | -10.1% | $243.99M | 0.4% | ▼ Trim | 6 | SEC ↗ |
| 23 | Adage Capital Partners ✦ | 1.66M | -13.1% | $158.83M | 0.3% | ▼ Trim | 6 | SEC ↗ |
| 24 | Marshall Wace ✦ | 1.59M | -21.8% | $151.65M | 0.2% | ▼ Trim | 6 | SEC ↗ ×4 |
| 25 | Markel Group ✦ | 1.36M | 0.0% | $130.30M | 1.1% | Held | 6 | SEC ↗ ×2 |
| 26 | Renaissance Technologies ✦ | 1.02M | -22.4% | $97.56M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 27 | Bridgewater Associates ✦ | 483.30K | Nieuw | $46.14M | 0.2% | New | 1 | SEC ↗ |
| 28 | Gotham Asset Management ✦ | 47.04K | +20.2% | $4.49M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 29 | GAMCO Investors ✦ | 28.26K | 0.0% | $2.70M | 0.0% | ▼ Trim | 6 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Bridgewater Associates | $46.14M | 0.2% |
Verlaten
| Norges Bank | $1.89B | was 0.2% |
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