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Ficha del valor · trimestre archivado

SCHX

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

30.21 0.0% cap. de mercado $73.54B cotización diferida (FMP) · a fecha de Aug 26 22:08 UTC — independiente de los datos del archivo a continuación

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
70Tenedores rastreados
-1Δ titulares
536.13MAcciones mantenidas
$14.44BValor declarado
+1Nuevas posiciones
−2Cierres
Stable Puntuación de convicción 53/100 3 trimestres de incremento en acciones rastreadas ●●●○○○ Cómo se calculan estos datos → Explicar esto en el Research Desk →

Señales de momentum (gestores comparables): amplitud de titulares -1.4% · flujo de acciones 0.0% · nuevas posiciones netas -1.4%fórmula
Acumulación concentrada — aumento de acciones entre menos titulares

Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025

Participación a lo largo del tiempo
TrimestreTitularesΔAccionesValor declaradoNuevoCierres
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
Recuento de titulares
Quién lo tiene en cartera · Q4 2025
#GestorAccionesΔ accionesValorSu ponderaciónMantenida
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 (pasivo) 1.17M +130.4% $31.40M 0.0% ▲ Add 3 SEC ↗
80 BlackRock (pasivo) 1.17M +130.4% $31.40M 0.0% ▲ Add 3 SEC ↗
81 BlackRock (pasivo) 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 Nuevo $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 ↗

«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.

Nuevos compradores

Renaissance Technologies $10.38M 0.0%

Posición cerrada

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

Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,518 tenedores, 1.08B acciones, $26.77B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.

Frecuentemente cotituladas

Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.

Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR. Período de reporte: Q4 2025 · Metodología · Obtener esto a través de la API