سجل الورقة المالية · ربع مؤرشف
SCHX
Schwab U.S. Large-Cap ETF · Financial Services · Asset Management
69الحاملون المتتبعون
+1Δ المساهمون
498.43Mالأسهم المحتفظ بها
$14.67Bالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−4الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +1.5% ·
تدفق الأسهم +7.4% ·
المراكز الجديدة الصافية 0.0%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | −3 |
| Q2 2024 | 6 | — | 331.54K | $21.30M | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Us Bancorp \De\ | 172.22M | +18.7% | $5.07B | 5.5% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Creative Planning | 81.51M | -0.9% | $2.40B | 1.4% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Northwestern Mutual Wealth… | 37.82M | +8.7% | $1.11B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 4 | Sei Investments Co | 32.30M | -0.7% | $950.56M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 5 | Captrust Financial Advisors | 20.36M | +0.9% | $599.28M | 0.9% | ▲ Add | 3 | SEC ↗ |
| 6 | Cerity Partners LLC | 18.50M | -3.5% | $544.58M | 0.7% | ▼ Trim | 3 | SEC ↗ ×5 |
| 7 | Wealth Enhancement Advisory… | 11.23M | +2.0% | $334.02M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 10.43M | +3.5% | $306.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Mariner, LLC | 10.31M | -0.7% | $303.53M | 0.3% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | UBS Group AG | 9.98M | +4.5% | $293.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Mercer Global Advisors Inc /Adv | 9.67M | -2.6% | $284.66M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 8.85M | +2.8% | $260.37M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 13 | LPL Financial LLC | 8.56M | +13.6% | $252.00M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Assetmark, Inc | 6.63M | +1.7% | $195.01M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 15 | Corient Private Wealth LP | 6.46M | -4.0% | $190.01M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 4.52M | +13.2% | $132.90M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 17 | Jones Financial Companies Lllp | 4.52M | +34.8% | $130.43M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Envestnet Asset Management Inc | 4.32M | +3.9% | $127.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (سلبي) | 4.23M | +32.4% | $124.53M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 20 | Osaic Holdings, Inc. | 3.51M | +5.6% | $103.25M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 21 | JPMorgan Chase ✦ | 3.44M | +19.6% | $100.43M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 22 | Focus Partners Wealth | 3.33M | +3.9% | $97.87M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 2.88M | -4.0% | $84.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Royal Bank Of Canada | 1.98M | +2.8% | $58.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 25 | Wells Fargo & Company/Mn | 1.89M | -9.9% | $55.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 26 | Quantinno Capital Management LP | 1.81M | +8.2% | $53.15M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Cetera Investment Advisers | 1.70M | +6.7% | $49.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 1.58M | +40.6% | $46.55M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 29 | Fidelity (FMR) ✦ | 1.56M | +5.4% | $45.83M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 30 | Raymond James Financial Inc | 1.48M | -14.2% | $43.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 31 | Commonwealth Equity Services, Llc | 1.41M | -3.1% | $41.64M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 1.25M | -34.1% | $36.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 1.22M | +0.3% | $35.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 34 | Renaissance Technologies ✦ | 787.20K | +822.9% | $23.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Truist Financial Corp | 759.47K | +0.1% | $22.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | Mml Investors Services, Llc | 675.88K | +45.7% | $19.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 671.66K | -2.0% | $19.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 38 | Rockefeller Capital Management L.P. | 665.05K | -2.5% | $19.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 39 | National Bank Of Canada /Fi/ | 629.52K | جديد | $18.51M | 0.0% | New | 1 | SEC ↗ |
| 40 | Northern Trust Corp | 620.59K | +0.2% | $18.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 41 | Lido Advisors, LLC | 321.28K | -11.7% | $9.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Blair William & Co/Il | 253.19K | +6.9% | $7.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 236.22K | -17.4% | $6.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 44 | Citigroup Inc | 220.54K | -0.1% | $6.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | CIBC Bancorp USA Inc. | 169.85K | +11.6% | $5.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Bank Of Montreal /Can/ | 158.05K | -16.3% | $4.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 47 | Financial Engines Advisors L.L.C. | 100.08K | +2.9% | $2.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Fifth Third Bancorp | 86.61K | +2.4% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Brown Advisory Inc | 70.10K | -6.1% | $2.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Baird Financial Group, Inc. | 66.47K | +14.7% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 51 | First Manhattan Co. Llc. | 57.73K | -3.1% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 47.49K | +5.7% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Nuveen, LLC | 45.93K | جديد | $1.35M | 0.0% | New | 1 | SEC ↗ |
| 54 | Empower Advisory Group, LLC | 45.13K | -9.3% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Neuberger Berman Group LLC | 38.59K | -7.3% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Two Sigma Investments ✦ | 33.34K | -87.7% | $981,078 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 57 | Alliancebernstein L.P. | 37.74K | +19.4% | $967,705 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Franklin Resources Inc | 31.18K | +10.8% | $917,745 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 59 | Wealthfront Advisers LLC | 23.93K | -18.5% | $704,289 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Hrt Financial Lp | 18.75K | -92.4% | $551,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Fisher Asset Management ✦ | 17.27K | +110.2% | $508,257 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 62 | First Trust Advisors Lp | 16.76K | -15.4% | $493,134 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Principal Financial Group Inc | 15.18K | -4.0% | $446,630 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Qube Research & Technologies Ltd | 14.49K | +30.6% | $426,470 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Balyasny Asset Management L.P. | 10.43K | جديد | $306,925 | 0.0% | New | 1 | SEC ↗ |
| 66 | Boston Partners | 9.41K | 0.0% | $276,915 | 0.0% | Held | 3 | SEC ↗ |
| 67 | Lazard Asset Management Llc | 9.00K | -92.9% | $264,870 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | TD Waterhouse Canada Inc. | 1.11K | +23.3% | $32,648 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Allspring Global Investments… | 712 | جديد | $20,901 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| National Bank Of Canada /Fi/ | $18.51M | 0.0% |
| Nuveen, LLC | $1.35M | 0.0% |
| Balyasny Asset Management L.P. | $306,925 | 0.0% |
| Allspring Global Investments… | $20,901 | 0.0% |
تم الخروج
| HighTower Advisors, LLC | $359.11M | كان 0.4% |
| Tudor Investment Corp Et Al | $7.56M | كان 0.0% |
| Susquehanna International… | $422,496 | كان 0.0% |
| Invesco Ltd. | $310,065 | 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 يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
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: Q2 2026 ·
المنهجية ·
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