Scheda del titolo · trimestre archiviato
SCHZ
Schwab U.S. Aggregate Bond ETF · Financial Services · Asset Management
43Holder monitorati
0Δ titolari
56.88MQuote detenute
$1.33BValore dichiarato
+1Nuove posizioni
−1Uscite
Input di momentum (manager comparabili): ampiezza dei detentori 0.0% · flusso azionario -16.5% · nuove posizioni nette 0.0% — formula
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q4 2025
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 50 | 0 | 55.39M | $1.27B | +4 | −5 |
| Q1 2026 | 52 | +9 | 62.17M | $1.44B | +10 | −1 |
| Q4 2025 | 43 | 0 | 56.88M | $1.33B | +1 | −1 |
| Q3 2025 | 6 | 0 | 28.61M | $671.43M | +1 | −1 |
| Q2 2025 | 3 | -1 | 19.07K | $443,244 | +1 | −2 |
| Q1 2025 | 2 | 0 | 95.59K | $2.21M | — | — |
| Q4 2024 | 2 | -1 | 348.96K | $7.92M | — | −1 |
| Q3 2024 | 3 | +1 | 94.97K | $4.51M | +2 | −1 |
| Q2 2024 | 2 | — | 63.71K | $2.90M | — | — |
Chi lo detiene · Q4 2025
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 12.59M | -48.1% | $294.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Ameriprise Financial Inc | 6.37M | — | $148.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Financial Engines Advisors L.L.C. | 5.40M | — | $126.12M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 4.12M | — | $96.24M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Cwm, Llc | 4.02M | — | $94.00M | 0.3% | n/c | 1 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 3.95M | — | $92.47M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 3.75M | +16.3% | $87.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 2.32M | — | $54.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mariner, LLC | 2.14M | — | $49.93M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 1.65M | — | $38.62M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 1.48M | — | $34.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Bank Of America Corp /De/ | 1.18M | — | $27.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Osaic Holdings, Inc. | 1.08M | — | $25.19M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Morgan Stanley ✦ | 991.76K | -0.8% | $23.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Creative Planning | 953.06K | — | $22.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Mercer Global Advisors Inc /Adv | 939.30K | — | $21.95M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | LPL Financial LLC | 842.64K | — | $19.69M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 692.54K | — | $16.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | UBS Group AG | 674.67K | — | $15.77M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cerity Partners LLC | 621.73K | — | $14.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Northwestern Mutual Wealth… | 279.72K | — | $6.54M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 151.88K | — | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 122.91K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 112.88K | — | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Boston Partners | 104.02K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Captrust Financial Advisors | 70.08K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Corient Private Wealth LP | 46.55K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Truist Financial Corp | 39.52K | — | $923,602 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Empower Advisory Group, LLC | 39.23K | — | $916,758 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Lido Advisors, LLC | 34.72K | — | $814,582 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Us Bancorp \De\ | 32.40K | — | $757,122 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Northern Trust Corp | 22.92K | — | $535,547 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 15.93K | — | $371,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Wells Fargo & Company/Mn | 11.22K | — | $262,218 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | The Vanguard Group ✦ (passivo) | 10.87K | Nuovo | $254,055 | 0.0% | New | 1 | SEC ↗ ×2 |
| 36 | Fifth Third Bancorp | 5.47K | — | $127,834 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | BlackRock ✦ (passivo) | 3.51K | -1.0% | $82,052 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 2.84K | — | $66,301 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 2.69K | -35.6% | $62,934 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 2.65K | — | $61,904 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Citigroup Inc | 1.62K | — | $37,930 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 534 | — | $12,480 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 507 | — | $11,849 | 0.0% | n/c | 1 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| The Vanguard Group | $254,055 | 0.0% |
Uscito
| Citadel Advisors | $2.41M | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 657 detentori, 168.96M azioni, $3.89B 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: Q4 2025 ·
Metodologia ·
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