Catatan efek · kuartal yang diarsipkan
SCHX
Schwab U.S. Large-Cap ETF · Financial Services · Asset Management
71Pemegang yang dilacak
+1Δ pemegang
490.96MSaham yang dipegang
$12.58BNilai yang dilaporkan
+2Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +1.4% ·
aliran saham -8.4% ·
posisi baru bersih +1.4%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
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 · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasif) | 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 | Baru | $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 | Baru | $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 ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Hrt Financial Lp | $6.29M | 0.0% |
| Invesco Ltd. | $310,065 | 0.0% |
Telah keluar
| Simplex Trading, Llc | $2,206 | 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API