سجل الورقة المالية · ربع مؤرشف
SCHX
Schwab U.S. Large-Cap ETF · Financial Services · Asset Management
71الحاملون المتتبعون
+1Δ المساهمون
490.96Mالأسهم المحتفظ بها
$12.58Bالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +1.4% ·
تدفق الأسهم -8.4% ·
المراكز الجديدة الصافية +1.4%
· الصيغة
تشتت الملكية: مزيد من الملّاك وحصة إجمالية أصغر.
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Us Bancorp \De\ | 145.06M | -27.9% | $3.72B | 4.5% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Creative Planning | 82.27M | -1.8% | $2.11B | 1.4% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Northwestern Mutual Wealth… | 34.81M | +12.3% | $892.52M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 4 | Sei Investments Co | 32.53M | +5.0% | $834.03M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 5 | Captrust Financial Advisors | 20.18M | +3.4% | $517.50M | 0.9% | ▲ Add | 2 | SEC ↗ |
| 6 | Cerity Partners LLC | 19.18M | +1.0% | $491.92M | 0.7% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | HighTower Advisors, LLC | 14.01M | -1.0% | $359.11M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 8 | Janus Henderson Group Plc | 12.33M | -0.7% | $316.07M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 11.01M | -42.3% | $284.72M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mariner, LLC | 10.38M | +1.4% | $266.15M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Bank Of America Corp /De/ | 10.08M | +11.7% | $258.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Mercer Global Advisors Inc /Adv | 9.93M | -4.4% | $254.57M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 9.55M | +672.2% | $244.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Morgan Stanley ✦ | 8.61M | +43.3% | $220.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | LPL Financial LLC | 7.54M | -2.1% | $193.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 16 | Assetmark, Inc | 6.52M | 0.0% | $167.08M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 17 | Corient Private Wealth LP | 6.73M | -39.4% | $165.02M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 4.16M | +124.9% | $106.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 3.99M | +43.8% | $102.24M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 20 | Osaic Holdings, Inc. | 3.32M | +18.7% | $85.18M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Jones Financial Companies Lllp | 3.36M | +32.6% | $84.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Focus Partners Wealth | 3.20M | -0.1% | $82.21M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | BlackRock ✦ (سلبي) | 3.20M | +174.0% | $81.95M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 24 | Ameriprise Financial Inc | 3.00M | -13.8% | $77.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | JPMorgan Chase ✦ | 2.87M | +12.8% | $71.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 26 | Wells Fargo & Company/Mn | 2.10M | -6.5% | $53.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 27 | Royal Bank Of Canada | 1.92M | +9.0% | $49.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 28 | UBS AM, a distinct business unit of… | 1.90M | +238.1% | $48.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Raymond James Financial Inc | 1.73M | -15.8% | $44.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 30 | Quantinno Capital Management LP | 1.67M | +3.9% | $42.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 31 | Cetera Investment Advisers | 1.59M | +16.6% | $40.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.48M | +3.3% | $37.87M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 33 | Commonwealth Equity Services, Llc | 1.46M | -3.7% | $37.42M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 34 | Stifel Financial Corp | 1.21M | +2.5% | $31.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Goldman Sachs Group ✦ | 1.13M | -45.7% | $28.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 36 | Truist Financial Corp | 758.98K | +2.1% | $19.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Pnc Financial Services Group, Inc. | 685.10K | -8.9% | $17.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Rockefeller Capital Management L.P. | 682.38K | +1.9% | $17.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Northern Trust Corp | 619.05K | +3.7% | $15.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Cwm, Llc | 595.05K | -7.2% | $15.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Mml Investors Services, Llc | 463.95K | +17.1% | $11.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Lido Advisors, LLC | 363.70K | +5.7% | $9.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Tudor Investment Corp Et Al | 294.75K | +21.1% | $7.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 285.84K | -6.2% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 45 | Two Sigma Investments ✦ | 270.34K | +1640.1% | $6.93M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 46 | Hrt Financial Lp | 245.48K | جديد | $6.29M | 0.0% | New | 1 | SEC ↗ |
| 47 | Blair William & Co/Il | 236.81K | -0.2% | $6.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Citigroup Inc | 220.76K | -9.7% | $5.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 188.92K | -3.9% | $4.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 50 | CIBC Bancorp USA Inc. | 152.18K | n/a | $3.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Lazard Asset Management Llc | 126.94K | 0.0% | $3.25M | 0.0% | Held | 2 | SEC ↗ |
| 52 | Financial Engines Advisors L.L.C. | 97.31K | -46.5% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Renaissance Technologies ✦ | 85.30K | -77.9% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Fifth Third Bancorp | 84.55K | +30.8% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Brown Advisory Inc | 74.65K | +0.8% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | First Manhattan Co. Llc. | 59.59K | +159.2% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Baird Financial Group, Inc. | 57.97K | +17.0% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Empower Advisory Group, LLC | 49.73K | -20.0% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 44.95K | -31.2% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Neuberger Berman Group LLC | 41.61K | 0.0% | $1.07M | 0.0% | Held | 2 | SEC ↗ |
| 61 | Alliancebernstein L.P. | 31.62K | -2.5% | $851,002 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Wealthfront Advisers LLC | 29.38K | +168.0% | $753,278 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Franklin Resources Inc | 28.13K | -30.4% | $721,331 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 64 | First Trust Advisors Lp | 19.81K | +16.8% | $507,896 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Susquehanna International Group, Llp | 16.48K | -79.0% | $422,496 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Principal Financial Group Inc | 15.80K | -1.1% | $405,138 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Invesco Ltd. | 12.09K | جديد | $310,065 | 0.0% | New | 1 | SEC ↗ |
| 68 | Qube Research & Technologies Ltd | 11.09K | -67.0% | $284,425 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Boston Partners | 9.41K | 0.0% | $241,254 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Fisher Asset Management ✦ | 8.21K | -55.5% | $210,647 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 71 | TD Waterhouse Canada Inc. | 900 | +200.0% | $23,171 | 0.0% | ▲ Add | 2 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Hrt Financial Lp | $6.29M | 0.0% |
| Invesco Ltd. | $310,065 | 0.0% |
تم الخروج
| Simplex Trading, Llc | $2,206 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 1,518 المالكون, 1.08B الأسهم, $26.77B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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