Catatan efek · kuartal yang diarsipkan
SCHX
Schwab U.S. Large-Cap ETF · Financial Services · Asset Management
70Pemegang yang dilacak
-1Δ pemegang
536.13MSaham yang dipegang
$14.44BNilai yang dilaporkan
+1Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -1.4% ·
aliran saham 0.0% ·
posisi baru bersih -1.4%
· formula
Akumulasi terkonsentrasi: saham yang meningkat 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
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 11.38M | $346.83M | n/a | −1 |
| Q2 2026 | 69 | +1 | 498.43M | $14.67B | +4 | −4 |
| 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 | n/a | −3 |
| Q2 2024 | 6 | n/a | 331.54K | $21.30M | n/a | n/a |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Us Bancorp \De\ | 201.09M | n/a | $5.41B | 6.3% | n/c | 1 | SEC ↗ ×4 |
| 2 | Creative Planning | 83.81M | n/a | $2.26B | 1.6% | n/c | 1 | SEC ↗ ×3 |
| 3 | Northwestern Mutual Wealth… | 30.98M | n/a | $833.81M | 0.5% | n/c | 1 | SEC ↗ |
| 4 | Sei Investments Co | 30.97M | n/a | $833.50M | 0.8% | n/c | 1 | SEC ↗ |
| 5 | Captrust Financial Advisors | 19.52M | n/a | $525.35M | 1.0% | n/c | 1 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 19.09M | n/a | $521.82M | 0.7% | n/c | 1 | SEC ↗ |
| 7 | Cerity Partners LLC | 18.99M | n/a | $511.04M | 0.7% | n/c | 1 | SEC ↗ ×3 |
| 8 | HighTower Advisors, LLC | 14.14M | n/a | $380.54M | 0.4% | n/c | 1 | SEC ↗ |
| 9 | Janus Henderson Group Plc | 12.41M | n/a | $333.97M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Corient Private Wealth LP | 11.09M | n/a | $298.52M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 11 | Mercer Global Advisors Inc /Adv | 10.39M | n/a | $283.04M | 0.4% | n/c | 1 | SEC ↗ |
| 12 | Mariner, LLC | 10.24M | n/a | $275.44M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 13 | Bank Of America Corp /De/ | 9.02M | n/a | $242.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | LPL Financial LLC | 7.70M | n/a | $207.12M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Assetmark, Inc | 6.51M | n/a | $175.29M | 0.4% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 6.01M | +5.4% | $161.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | Ameriprise Financial Inc | 3.48M | n/a | $93.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Focus Partners Wealth | 3.20M | n/a | $86.23M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 2.80M | n/a | $75.29M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 20 | AQR Capital Management ✦ | 2.77M | +28.2% | $74.64M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 21 | JPMorgan Chase ✦ | 2.55M | -45.3% | $68.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 22 | Jones Financial Companies Lllp | 2.53M | n/a | $68.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Wells Fargo & Company/Mn | 2.24M | n/a | $60.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Goldman Sachs Group ✦ | 2.07M | +96.3% | $55.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 25 | Raymond James Financial Inc | 2.05M | n/a | $55.15M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Envestnet Asset Management Inc | 1.85M | n/a | $49.79M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 1.76M | n/a | $47.46M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 28 | Quantinno Capital Management LP | 1.61M | n/a | $43.26M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 1.51M | n/a | $40.77M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 1.43M | +5.7% | $38.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cetera Investment Advisers | 1.36M | n/a | $36.68M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | UBS Group AG | 1.24M | n/a | $33.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Stifel Financial Corp | 1.18M | n/a | $31.88M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 34 | BlackRock ✦ (pasif) | 1.17M | +130.4% | $31.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 35 | Pnc Financial Services Group, Inc. | 751.79K | n/a | $20.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Truist Financial Corp | 743.46K | n/a | $20.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Rockefeller Capital Management L.P. | 669.80K | n/a | $18.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Cwm, Llc | 641.48K | n/a | $17.26M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Northern Trust Corp | 596.72K | n/a | $16.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | UBS AM, a distinct business unit of… | 562.21K | n/a | $15.13M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Mml Investors Services, Llc | 396.33K | n/a | $10.67M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Renaissance Technologies ✦ | 385.90K | Baru | $10.38M | 0.0% | New | 1 | SEC ↗ |
| 43 | Lido Advisors, LLC | 344.03K | n/a | $9.15M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 304.73K | n/a | $8.20M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 45 | Citigroup Inc | 244.45K | n/a | $6.58M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Tudor Investment Corp Et Al | 243.48K | n/a | $6.55M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Blair William & Co/Il | 237.24K | n/a | $6.38M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 196.65K | n/a | $5.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Financial Engines Advisors L.L.C. | 181.89K | n/a | $4.89M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Lazard Asset Management Llc | 126.94K | n/a | $3.42M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Susquehanna International Group, Llp | 78.54K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | Brown Advisory Inc | 74.07K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | Russell Investments Group, Ltd. | 65.36K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Fifth Third Bancorp | 64.67K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | The Vanguard Group ✦ (pasif) | 62.49K | +41.0% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 56 | Empower Advisory Group, LLC | 62.19K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Baird Financial Group, Inc. | 49.54K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 58 | Neuberger Berman Group LLC | 41.61K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Franklin Resources Inc | 40.44K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Qube Research & Technologies Ltd | 33.56K | n/a | $903,234 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Alliancebernstein L.P. | 32.45K | n/a | $873,230 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | First Manhattan Co. Llc. | 22.99K | n/a | $618,553 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Fisher Asset Management ✦ | 18.47K | -56.1% | $497,137 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 64 | First Trust Advisors Lp | 16.96K | n/a | $456,288 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Principal Financial Group Inc | 15.98K | n/a | $430,103 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Two Sigma Investments ✦ | 15.54K | 0.0% | $418,074 | 0.0% | Held | 5 | SEC ↗ |
| 67 | Wealthfront Advisers LLC | 10.96K | n/a | $294,961 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Boston Partners | 9.41K | n/a | $253,204 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | TD Waterhouse Canada Inc. | 300 | n/a | $8,070 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Simplex Trading, Llc | 82 | n/a | $2,206 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari 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 sekuritas ini yang dilacak: 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