Scheda del titolo
SCMB
Schwab Municipal Bond ETF · Financial Services · Asset Management - Bonds
38Holder monitorati
+1Δ titolari
105.44MQuote detenute
$2.72BValore dichiarato
+6Nuove posizioni
−5Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +2.7% ·
flusso azionario +10.3% ·
nuove posizioni nette +2.6%
— formula
Accumulo diffuso — azioni in aumento tra un maggior numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q2 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | +1 | 105.44M | $2.72B | +6 | −5 |
| Q1 2026 | 38 | +9 | 95.60M | $2.44B | +11 | −2 |
| Q4 2025 | 29 | -1 | 70.34M | $1.81B | — | −1 |
| Q3 2025 | 5 | +1 | 2.00M | $51.26M | +1 | — |
| Q2 2025 | 1 | 0 | 58.76K | $1.48M | +1 | −1 |
| Q1 2025 | 1 | 0 | 20.62K | $523,180 | — | — |
| Q4 2024 | 1 | 0 | 42.92K | $1.10M | — | — |
| Q3 2024 | 1 | 0 | 20.18K | $1.06M | — | — |
| Q2 2024 | 1 | — | 3.91K | $200,923 | — | — |
Chi lo detiene · Q2 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 74.89M | +12.9% | $1.93B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 23.33M | +6.3% | $602.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 23.33M | +6.3% | $602.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 23.33M | +6.3% | $602.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 3.48M | +16.8% | $89.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 3.48M | +16.8% | $89.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 861.00K | +18.5% | $22.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 385.68K | +17.5% | $9.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Quantinno Capital Management LP | 306.19K | +1.8% | $7.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 276.10K | +593.7% | $7.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 221.63K | +956.6% | $5.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 216.72K | +56.5% | $5.60M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 216.72K | +56.5% | $5.60M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 176.94K | -37.1% | $4.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 148.81K | +68.4% | $3.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 148.81K | +68.4% | $3.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | LPL Financial LLC | 147.24K | +247.7% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 135.90K | 0.0% | $3.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mariner, LLC | 116.46K | +84.4% | $3.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mariner, LLC | 116.46K | +84.4% | $3.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Captrust Financial Advisors | 114.71K | +41.7% | $2.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 100.00K | Nuovo | $2.58M | 0.0% | New | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 85.25K | +60.7% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 85.25K | +60.7% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Creative Planning | 71.88K | -90.4% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Cetera Investment Advisers | 67.72K | +0.2% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 57.52K | -11.7% | $1.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 43.45K | +14.1% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 42.97K | -16.4% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 33.58K | +61.9% | $866,984 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Corient Private Wealth LP | 28.67K | +128.2% | $740,212 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 20.48K | -55.4% | $528,657 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 19.77K | -3.7% | $510,530 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Cerity Partners LLC | 15.64K | Nuovo | $403,713 | 0.0% | New | 1 | SEC ↗ |
| 35 | Focus Partners Wealth | 12.95K | +28.8% | $334,231 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Fisher Asset Management ✦ | 8.73K | Nuovo | $225,323 | 0.0% | New | 1 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 8.62K | 0.0% | $222,698 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Lido Advisors, LLC | 8.27K | Nuovo | $213,402 | 0.0% | New | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 5.71K | +0.3% | $147,561 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 3.53K | +316.8% | $91,048 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 3.53K | +316.8% | $91,048 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Assetmark, Inc | 809 | -21.5% | $20,888 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 749 | 0.0% | $19,339 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 357 | Nuovo | $9,218 | 0.0% | New | 1 | SEC ↗ |
| 45 | UBS Group AG | 134 | -53.3% | $3,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | BlackRock ✦ (passivo) | 25 | Nuovo | $646 | 0.0% | New | 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
| Goldman Sachs Group | $2.58M | 0.0% |
| Cerity Partners LLC | $403,713 | 0.0% |
| Fisher Asset Management | $225,323 | 0.0% |
| Lido Advisors, LLC | $213,402 | 0.0% |
| Russell Investments Group… | $9,218 | 0.0% |
| BlackRock | $646 | 0.0% |
Uscito
| Jane Street Group, Llc | $22.13M | era 0.0% |
| Susquehanna International… | $1.85M | era 0.0% |
| Hrt Financial Lp | $316,000 | era 0.0% |
| UBS AM, a distinct business… | $3,414 | era 0.0% |
| Rockefeller Capital… | $2,828 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 167 detentori, 105.89M azioni, $2.69B 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: Q2 2026 ·
Metodologia ·
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