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Catatan efek · kuartal yang diarsipkan

SCHX

Schwab U.S. Large-Cap ETF · Financial Services · Asset Management

30.21 +0.3% kapitalisasi pasar $73.54B kuotasi tertunda (FMP) · per Aug 25 22:08 UTC — terpisah dari data pengajuan di bawah

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
70Pemegang yang dilacak
-1Δ pemegang
536.13MSaham yang dipegang
$14.44BNilai yang dilaporkan
+1Posisi baru
−2Keluar
Stable Skor keyakinan 53/100 3 kuartal dengan peningkatan saham yang dilacak ●●●○○○ Cara penghitungan ini dilakukan → Jelaskan ini di Meja Riset →

Input momentum (manajer yang sebanding): keluasan pemegang -1.4% · aliran saham 0.0% · posisi baru bersih -1.4%formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang

Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025

Kepemilikan dari waktu ke waktu
KuartalPemegangΔSahamNilai yang dilaporkanBaruKeluar
Q2 2026 70 +1 512.38M $15.08B +4 −3
Q1 2026 71 +1 490.96M $12.58B +2 −1
Q4 2025 70 -1 536.13M $14.44B +1 −2
Q3 2025 11 0 16.35M $430.78M +1 −1
Q2 2025 8 0 2.78M $67.94M +1 −1
Q1 2025 5 0 932.13K $20.58M +1 −1
Q4 2024 5 +2 1.21M $27.95M +3 −1
Q3 2024 3 -3 205.76K $13.96M −3
Q2 2024 6 331.54K $21.30M
Jumlah pemegang
Siapa yang memegangnya · Q4 2025
#ManajerSahamΔ sahamNilaiBobotnyaDipegang
1 Us Bancorp \De\ 201.09M $5.41B 6.3% n/c 1 SEC ↗
2 Us Bancorp \De\ 201.09M $5.41B 6.3% n/c 1 SEC ↗
3 Us Bancorp \De\ 201.09M $5.41B 6.3% n/c 1 SEC ↗
4 Us Bancorp \De\ 201.09M $5.41B 6.3% n/c 1 SEC ↗
5 Creative Planning 83.81M $2.26B 1.6% n/c 1 SEC ↗
6 Creative Planning 83.81M $2.26B 1.6% n/c 1 SEC ↗
7 Creative Planning 83.81M $2.26B 1.6% n/c 1 SEC ↗
8 Northwestern Mutual Wealth… 30.98M $833.81M 0.5% n/c 1 SEC ↗
9 Sei Investments Co 30.97M $833.50M 0.8% n/c 1 SEC ↗
10 Captrust Financial Advisors 19.52M $525.35M 1.0% n/c 1 SEC ↗
11 Wealth Enhancement Advisory… 19.09M $521.82M 0.7% n/c 1 SEC ↗
12 Cerity Partners LLC 18.99M $511.04M 0.7% n/c 1 SEC ↗
13 Cerity Partners LLC 18.99M $511.04M 0.7% n/c 1 SEC ↗
14 Cerity Partners LLC 18.99M $511.04M 0.7% n/c 1 SEC ↗
15 HighTower Advisors, LLC 14.14M $380.54M 0.4% n/c 1 SEC ↗
16 Janus Henderson Group Plc 12.41M $333.97M 0.1% n/c 1 SEC ↗
17 Corient Private Wealth LP 11.09M $298.52M 0.2% n/c 1 SEC ↗
18 Corient Private Wealth LP 11.09M $298.52M 0.2% n/c 1 SEC ↗
19 Corient Private Wealth LP 11.09M $298.52M 0.2% n/c 1 SEC ↗
20 Corient Private Wealth LP 11.09M $298.52M 0.2% n/c 1 SEC ↗
21 Mercer Global Advisors Inc /Adv 10.39M $283.04M 0.4% n/c 1 SEC ↗
22 Mariner, LLC 10.24M $275.44M 0.3% n/c 1 SEC ↗
23 Mariner, LLC 10.24M $275.44M 0.3% n/c 1 SEC ↗
24 Mariner, LLC 10.24M $275.44M 0.3% n/c 1 SEC ↗
25 Bank Of America Corp /De/ 9.02M $242.78M 0.0% n/c 1 SEC ↗
26 Bank Of America Corp /De/ 9.02M $242.78M 0.0% n/c 1 SEC ↗
27 Bank Of America Corp /De/ 9.02M $242.78M 0.0% n/c 1 SEC ↗
28 LPL Financial LLC 7.70M $207.12M 0.1% n/c 1 SEC ↗
29 Assetmark, Inc 6.51M $175.29M 0.4% n/c 1 SEC ↗
30 Morgan Stanley 6.01M +5.4% $161.64M 0.0% ▲ Add 2 SEC ↗
31 Morgan Stanley 6.01M +5.4% $161.64M 0.0% ▲ Add 2 SEC ↗
32 Morgan Stanley 6.01M +5.4% $161.64M 0.0% ▲ Add 2 SEC ↗
33 Morgan Stanley 6.01M +5.4% $161.64M 0.0% ▲ Add 2 SEC ↗
34 Ameriprise Financial Inc 3.48M $93.76M 0.0% n/c 1 SEC ↗
35 Ameriprise Financial Inc 3.48M $93.76M 0.0% n/c 1 SEC ↗
36 Ameriprise Financial Inc 3.48M $93.76M 0.0% n/c 1 SEC ↗
37 Focus Partners Wealth 3.20M $86.23M 0.1% n/c 1 SEC ↗
38 Osaic Holdings, Inc. 2.80M $75.29M 0.1% n/c 1 SEC ↗
39 Osaic Holdings, Inc. 2.80M $75.29M 0.1% n/c 1 SEC ↗
40 Osaic Holdings, Inc. 2.80M $75.29M 0.1% n/c 1 SEC ↗
41 AQR Capital Management 2.77M +28.2% $74.64M 0.0% ▲ Add 7 SEC ↗
42 AQR Capital Management 2.77M +28.2% $74.64M 0.0% ▲ Add 7 SEC ↗
43 JPMorgan Chase 2.55M -45.3% $68.55M 0.0% ▼ Trim 2 SEC ↗
44 JPMorgan Chase 2.55M -45.3% $68.55M 0.0% ▼ Trim 2 SEC ↗
45 JPMorgan Chase 2.55M -45.3% $68.55M 0.0% ▼ Trim 2 SEC ↗
46 JPMorgan Chase 2.55M -45.3% $68.55M 0.0% ▼ Trim 2 SEC ↗
47 JPMorgan Chase 2.55M -45.3% $68.55M 0.0% ▼ Trim 2 SEC ↗
48 JPMorgan Chase 2.55M -45.3% $68.55M 0.0% ▼ Trim 2 SEC ↗
49 Jones Financial Companies Lllp 2.53M $68.09M 0.0% n/c 1 SEC ↗
50 Jones Financial Companies Lllp 2.53M $68.09M 0.0% n/c 1 SEC ↗
51 Wells Fargo & Company/Mn 2.24M $60.37M 0.0% n/c 1 SEC ↗
52 Wells Fargo & Company/Mn 2.24M $60.37M 0.0% n/c 1 SEC ↗
53 Wells Fargo & Company/Mn 2.24M $60.37M 0.0% n/c 1 SEC ↗
54 Goldman Sachs Group 2.07M +96.3% $55.77M 0.0% ▲ Add 2 SEC ↗
55 Goldman Sachs Group 2.07M +96.3% $55.77M 0.0% ▲ Add 2 SEC ↗
56 Goldman Sachs Group 2.07M +96.3% $55.77M 0.0% ▲ Add 2 SEC ↗
57 Raymond James Financial Inc 2.05M $55.15M 0.0% n/c 1 SEC ↗
58 Raymond James Financial Inc 2.05M $55.15M 0.0% n/c 1 SEC ↗
59 Raymond James Financial Inc 2.05M $55.15M 0.0% n/c 1 SEC ↗
60 Envestnet Asset Management Inc 1.85M $49.79M 0.0% n/c 1 SEC ↗
61 Royal Bank Of Canada 1.76M $47.46M 0.0% n/c 1 SEC ↗
62 Royal Bank Of Canada 1.76M $47.46M 0.0% n/c 1 SEC ↗
63 Royal Bank Of Canada 1.76M $47.46M 0.0% n/c 1 SEC ↗
64 Royal Bank Of Canada 1.76M $47.46M 0.0% n/c 1 SEC ↗
65 Royal Bank Of Canada 1.76M $47.46M 0.0% n/c 1 SEC ↗
66 Royal Bank Of Canada 1.76M $47.46M 0.0% n/c 1 SEC ↗
67 Royal Bank Of Canada 1.76M $47.46M 0.0% n/c 1 SEC ↗
68 Quantinno Capital Management LP 1.61M $43.26M 0.1% n/c 1 SEC ↗
69 Commonwealth Equity Services, Llc 1.51M $40.77M 0.1% n/c 1 SEC ↗
70 Fidelity (FMR) 1.43M +5.7% $38.49M 0.0% ▲ Add 3 SEC ↗
71 Cetera Investment Advisers 1.36M $36.68M 0.0% n/c 1 SEC ↗
72 UBS Group AG 1.24M $33.27M 0.0% n/c 1 SEC ↗
73 UBS Group AG 1.24M $33.27M 0.0% n/c 1 SEC ↗
74 UBS Group AG 1.24M $33.27M 0.0% n/c 1 SEC ↗
75 Stifel Financial Corp 1.18M $31.88M 0.0% n/c 1 SEC ↗
76 Stifel Financial Corp 1.18M $31.88M 0.0% n/c 1 SEC ↗
77 Stifel Financial Corp 1.18M $31.88M 0.0% n/c 1 SEC ↗
78 Stifel Financial Corp 1.18M $31.88M 0.0% n/c 1 SEC ↗
79 BlackRock (pasif) 1.17M +130.4% $31.40M 0.0% ▲ Add 3 SEC ↗
80 BlackRock (pasif) 1.17M +130.4% $31.40M 0.0% ▲ Add 3 SEC ↗
81 BlackRock (pasif) 1.17M +130.4% $31.40M 0.0% ▲ Add 3 SEC ↗
82 Pnc Financial Services Group, Inc. 751.79K $20.23M 0.0% n/c 1 SEC ↗
83 Pnc Financial Services Group, Inc. 751.79K $20.23M 0.0% n/c 1 SEC ↗
84 Truist Financial Corp 743.46K $20.01M 0.0% n/c 1 SEC ↗
85 Truist Financial Corp 743.46K $20.01M 0.0% n/c 1 SEC ↗
86 Rockefeller Capital Management L.P. 669.80K $18.02M 0.0% n/c 1 SEC ↗
87 Rockefeller Capital Management L.P. 669.80K $18.02M 0.0% n/c 1 SEC ↗
88 Cwm, Llc 641.48K $17.26M 0.0% n/c 1 SEC ↗
89 Northern Trust Corp 596.72K $16.06M 0.0% n/c 1 SEC ↗
90 Northern Trust Corp 596.72K $16.06M 0.0% n/c 1 SEC ↗
91 UBS AM, a distinct business unit of… 562.21K $15.13M 0.0% n/c 1 SEC ↗
92 Mml Investors Services, Llc 396.33K $10.67M 0.0% n/c 1 SEC ↗
93 Renaissance Technologies 385.90K Baru $10.38M 0.0% New 1 SEC ↗
94 Lido Advisors, LLC 344.03K $9.15M 0.0% n/c 1 SEC ↗
95 Bank of New York Mellon Corp 304.73K $8.20M 0.0% n/c 1 SEC ↗
96 Bank of New York Mellon Corp 304.73K $8.20M 0.0% n/c 1 SEC ↗
97 Bank of New York Mellon Corp 304.73K $8.20M 0.0% n/c 1 SEC ↗
98 Bank of New York Mellon Corp 304.73K $8.20M 0.0% n/c 1 SEC ↗
99 Citigroup Inc 244.45K $6.58M 0.0% n/c 1 SEC ↗
100 Tudor Investment Corp Et Al 243.48K $6.55M 0.0% n/c 1 SEC ↗

"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.

Pembeli baru

Renaissance Technologies $10.38M 0.0%

Telah keluar

Wellington Management $21.05M adalah 0.0%
Citadel Advisors $594,020 adalah 0.0%

Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 1,518 pemegang, 1.08B saham, $26.77B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.

Sering dimiliki bersama

Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.

Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR. Periode pelaporan: Q4 2025 · Metodologi · Dapatkan ini melalui API