Wertpapierdatensatz · archiviertes Quartal
SCHZ
Schwab U.S. Aggregate Bond ETF · Financial Services · Asset Management
43Erfasste Halter
0Δ Inhaber
56.88MGehaltene Aktien
$1.33BGemeldeter Wert
+1Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -16.5% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (passiv) | 10.87K | Neu | $254,055 | 0.0% | New | 1 | SEC ↗ ×2 |
| 36 | Fifth Third Bancorp | 5.47K | — | $127,834 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | BlackRock ✦ (passiv) | 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 ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| The Vanguard Group | $254,055 | 0.0% |
Ausgestiegen
| Citadel Advisors | $2.41M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 657 Inhaber, 168.96M Anteile, $3.89B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q4 2025 ·
Methodik ·
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