SCMB
Schwab Municipal Bond ETF · Financial Services · Asset Management - Bonds
Données momentum (gérants comparables) :
étendue des détenteurs +2.8% ·
flux d'actions +10.3% ·
nouvelles positions nettes 0.0%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | +1 | 105.42M | $2.72B | +6 | −6 |
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 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 |
| 3 | Jones Financial Companies Lllp | 3.48M | +16.8% | $89.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 861.00K | +18.5% | $22.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 385.68K | +17.5% | $9.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Quantinno Capital Management LP | 306.19K | +1.8% | $7.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 276.10K | +593.7% | $7.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 221.63K | +956.6% | $5.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 216.72K | +56.5% | $5.60M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 10 | Mml Investors Services, Llc | 176.94K | -37.1% | $4.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 148.81K | +68.4% | $3.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | LPL Financial LLC | 147.24K | +247.7% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 135.90K | 0.0% | $3.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mariner, LLC | 116.46K | +84.4% | $3.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Captrust Financial Advisors | 114.71K | +41.7% | $2.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 100.00K | Nouveau | $2.58M | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 85.25K | +60.7% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Creative Planning | 71.88K | -90.4% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 67.72K | +0.2% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 57.52K | -11.7% | $1.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 43.45K | +14.1% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 42.97K | -16.4% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 33.58K | +61.9% | $866,984 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Corient Private Wealth LP | 28.67K | +128.2% | $740,212 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 20.48K | -55.4% | $528,657 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Cerity Partners LLC | 15.64K | Nouveau | $403,713 | 0.0% | New | 1 | SEC ↗ |
| 27 | Focus Partners Wealth | 12.95K | +28.8% | $334,231 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fisher Asset Management ✦ | 8.73K | Nouveau | $225,323 | 0.0% | New | 1 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 8.62K | 0.0% | $222,698 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Lido Advisors, LLC | 8.27K | Nouveau | $213,402 | 0.0% | New | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 5.71K | +0.3% | $147,561 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 3.53K | +316.8% | $91,048 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Assetmark, Inc | 809 | -21.5% | $20,888 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 749 | 0.0% | $19,339 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 357 | Nouveau | $9,218 | 0.0% | New | 1 | SEC ↗ |
| 36 | UBS Group AG | 134 | -53.3% | $3,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | BlackRock ✦ (passif) | 25 | Nouveau | $646 | 0.0% | New | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| 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% |
Sorti(e)
| Jane Street Group, Llc | $22.13M | était 0.0% |
| Susquehanna International… | $1.85M | était 0.0% |
| HighTower Advisors, LLC | $522,937 | était 0.0% |
| Hrt Financial Lp | $316,000 | était 0.0% |
| UBS AM, a distinct business… | $3,414 | était 0.0% |
| Rockefeller Capital… | $2,828 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 167 détenteurs, 105.89M actions, $2.69B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.