Scheda del titolo · trimestre archiviato
SCHX
Schwab U.S. Large-Cap ETF · Financial Services · Asset Management
71Holder monitorati
+1Δ titolari
490.96MQuote detenute
$12.58BValore dichiarato
+2Nuove posizioni
−1Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +1.4% ·
flusso azionario -8.4% ·
nuove posizioni nette +1.4%
— formula
Frammentazione della proprietà — più detentori, quota aggregata minore
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Us Bancorp \De\ | 145.06M | -27.9% | $3.72B | 4.5% | ▼ Trim | 2 | SEC ↗ |
| 2 | Us Bancorp \De\ | 145.06M | -27.9% | $3.72B | 4.5% | ▼ Trim | 2 | SEC ↗ |
| 3 | Us Bancorp \De\ | 145.06M | -27.9% | $3.72B | 4.5% | ▼ Trim | 2 | SEC ↗ |
| 4 | Creative Planning | 82.27M | -1.8% | $2.11B | 1.4% | ▼ Trim | 2 | SEC ↗ |
| 5 | Creative Planning | 82.27M | -1.8% | $2.11B | 1.4% | ▼ Trim | 2 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 34.81M | +12.3% | $892.52M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 7 | Sei Investments Co | 32.53M | +5.0% | $834.03M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 8 | Captrust Financial Advisors | 20.18M | +3.4% | $517.50M | 0.9% | ▲ Add | 2 | SEC ↗ |
| 9 | Cerity Partners LLC | 19.18M | +1.0% | $491.92M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 10 | Cerity Partners LLC | 19.18M | +1.0% | $491.92M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 11 | Cerity Partners LLC | 19.18M | +1.0% | $491.92M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 14.01M | -1.0% | $359.11M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 13 | Janus Henderson Group Plc | 12.33M | -0.7% | $316.07M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 11.01M | -42.3% | $284.72M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mariner, LLC | 10.38M | +1.4% | $266.15M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 16 | Mariner, LLC | 10.38M | +1.4% | $266.15M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 17 | Mariner, LLC | 10.38M | +1.4% | $266.15M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 10.08M | +11.7% | $258.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 10.08M | +11.7% | $258.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 10.08M | +11.7% | $258.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 10.08M | +11.7% | $258.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 9.93M | -4.4% | $254.57M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 23 | UBS Group AG | 9.55M | +672.2% | $244.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 9.55M | +672.2% | $244.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 8.61M | +43.3% | $220.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 8.61M | +43.3% | $220.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 8.61M | +43.3% | $220.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 8.61M | +43.3% | $220.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | LPL Financial LLC | 7.54M | -2.1% | $193.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 30 | Assetmark, Inc | 6.52M | 0.0% | $167.08M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 31 | Corient Private Wealth LP | 6.73M | -39.4% | $165.02M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 4.16M | +124.9% | $106.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 3.99M | +43.8% | $102.24M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 3.99M | +43.8% | $102.24M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 3.32M | +18.7% | $85.18M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 3.32M | +18.7% | $85.18M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 3.32M | +18.7% | $85.18M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 3.36M | +32.6% | $84.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 3.36M | +32.6% | $84.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Focus Partners Wealth | 3.20M | -0.1% | $82.21M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 41 | BlackRock ✦ (passivo) | 3.20M | +174.0% | $81.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | BlackRock ✦ (passivo) | 3.20M | +174.0% | $81.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | BlackRock ✦ (passivo) | 3.20M | +174.0% | $81.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 3.00M | -13.8% | $77.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 3.00M | -13.8% | $77.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 2.87M | +12.8% | $71.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 2.87M | +12.8% | $71.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 2.87M | +12.8% | $71.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 2.87M | +12.8% | $71.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 2.87M | +12.8% | $71.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 2.87M | +12.8% | $71.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Wells Fargo & Company/Mn | 2.10M | -6.5% | $53.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Wells Fargo & Company/Mn | 2.10M | -6.5% | $53.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Wells Fargo & Company/Mn | 2.10M | -6.5% | $53.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Royal Bank Of Canada | 1.92M | +9.0% | $49.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Royal Bank Of Canada | 1.92M | +9.0% | $49.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Royal Bank Of Canada | 1.92M | +9.0% | $49.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Royal Bank Of Canada | 1.92M | +9.0% | $49.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Royal Bank Of Canada | 1.92M | +9.0% | $49.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Royal Bank Of Canada | 1.92M | +9.0% | $49.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | UBS AM, a distinct business unit of… | 1.90M | +238.1% | $48.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Raymond James Financial Inc | 1.73M | -15.8% | $44.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Raymond James Financial Inc | 1.73M | -15.8% | $44.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Raymond James Financial Inc | 1.73M | -15.8% | $44.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Quantinno Capital Management LP | 1.67M | +3.9% | $42.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 66 | Cetera Investment Advisers | 1.59M | +16.6% | $40.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 1.48M | +3.3% | $37.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 68 | Fidelity (FMR) ✦ | 1.48M | +3.3% | $37.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 69 | Fidelity (FMR) ✦ | 1.48M | +3.3% | $37.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 70 | Commonwealth Equity Services, Llc | 1.46M | -3.7% | $37.42M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 71 | Stifel Financial Corp | 1.21M | +2.5% | $31.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Stifel Financial Corp | 1.21M | +2.5% | $31.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Stifel Financial Corp | 1.21M | +2.5% | $31.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Goldman Sachs Group ✦ | 1.13M | -45.7% | $28.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Goldman Sachs Group ✦ | 1.13M | -45.7% | $28.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Goldman Sachs Group ✦ | 1.13M | -45.7% | $28.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Truist Financial Corp | 758.98K | +2.1% | $19.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Truist Financial Corp | 758.98K | +2.1% | $19.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Pnc Financial Services Group, Inc. | 685.10K | -8.9% | $17.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Pnc Financial Services Group, Inc. | 685.10K | -8.9% | $17.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Rockefeller Capital Management L.P. | 682.38K | +1.9% | $17.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Rockefeller Capital Management L.P. | 682.38K | +1.9% | $17.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Northern Trust Corp | 619.05K | +3.7% | $15.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Northern Trust Corp | 619.05K | +3.7% | $15.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Cwm, Llc | 595.05K | -7.2% | $15.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Mml Investors Services, Llc | 463.95K | +17.1% | $11.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Lido Advisors, LLC | 363.70K | +5.7% | $9.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Tudor Investment Corp Et Al | 294.75K | +21.1% | $7.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 285.84K | -6.2% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 285.84K | -6.2% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 285.84K | -6.2% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 285.84K | -6.2% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 285.84K | -6.2% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Two Sigma Investments ✦ | 270.34K | +1640.1% | $6.93M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 95 | Hrt Financial Lp | 245.48K | Nuovo | $6.29M | 0.0% | New | 1 | SEC ↗ |
| 96 | Blair William & Co/Il | 236.81K | -0.2% | $6.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Citigroup Inc | 220.76K | -9.7% | $5.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Bank Of Montreal /Can/ | 188.92K | -3.9% | $4.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Bank Of Montreal /Can/ | 188.92K | -3.9% | $4.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Bank Of Montreal /Can/ | 188.92K | -3.9% | $4.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Hrt Financial Lp | $6.29M | 0.0% |
Uscito
| Simplex Trading, Llc | $2,206 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 1,518 detentori, 1.08B azioni, $26.77B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q1 2026 ·
Metodologia ·
Ottieni questo tramite l'API