Effectdossier · gearchiveerd kwartaal
SCHZ
Schwab U.S. Aggregate Bond ETF · Financial Services · Asset Management
43Gevolgde houders
0Δ houders
56.88MGehouden aandelen
$1.33BGerapporteerde waarde
+1Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -16.5% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | n/a | n/a |
| Q4 2024 | 2 | -1 | 348.96K | $7.92M | n/a | −1 |
| Q3 2024 | 3 | +1 | 94.97K | $4.51M | +2 | −1 |
| Q2 2024 | 2 | n/a | 63.71K | $2.90M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 12.59M | -48.1% | $294.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Ameriprise Financial Inc | 6.37M | n/a | $148.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Financial Engines Advisors L.L.C. | 5.40M | n/a | $126.12M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 4.12M | n/a | $96.24M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Cwm, Llc | 4.02M | n/a | $94.00M | 0.3% | n/c | 1 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 3.95M | n/a | $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 | n/a | $54.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mariner, LLC | 2.14M | n/a | $49.93M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 1.65M | n/a | $38.62M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 1.48M | n/a | $34.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Bank Of America Corp /De/ | 1.18M | n/a | $27.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Osaic Holdings, Inc. | 1.08M | n/a | $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 | n/a | $22.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Mercer Global Advisors Inc /Adv | 939.30K | n/a | $21.95M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | LPL Financial LLC | 842.64K | n/a | $19.69M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 692.54K | n/a | $16.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | UBS Group AG | 674.67K | n/a | $15.77M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cerity Partners LLC | 621.73K | n/a | $14.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Northwestern Mutual Wealth… | 279.72K | n/a | $6.54M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 151.88K | n/a | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 122.91K | n/a | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 112.88K | n/a | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Boston Partners | 104.02K | n/a | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Captrust Financial Advisors | 70.08K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Corient Private Wealth LP | 46.55K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Truist Financial Corp | 39.52K | n/a | $923,602 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Empower Advisory Group, LLC | 39.23K | n/a | $916,758 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Lido Advisors, LLC | 34.72K | n/a | $814,582 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Us Bancorp \De\ | 32.40K | n/a | $757,122 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Northern Trust Corp | 22.92K | n/a | $535,547 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 15.93K | n/a | $371,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Wells Fargo & Company/Mn | 11.22K | n/a | $262,218 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | The Vanguard Group ✦ (passief) | 10.87K | Nieuw | $254,055 | 0.0% | New | 1 | SEC ↗ ×2 |
| 36 | Fifth Third Bancorp | 5.47K | n/a | $127,834 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | BlackRock ✦ (passief) | 3.51K | -1.0% | $82,052 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 2.84K | n/a | $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 | n/a | $61,904 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Citigroup Inc | 1.62K | n/a | $37,930 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 534 | n/a | $12,480 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 507 | n/a | $11,849 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| The Vanguard Group | $254,055 | 0.0% |
Verlaten
| Citadel Advisors | $2.41M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 657 houders, 168.96M aandelen, $3.89B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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