SMBS
Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · Financial Services · Asset Management
Input di momentum (manager comparabili):
ampiezza dei detentori -3.4% ·
flusso azionario +6.0% ·
nuove posizioni nette -3.6%
· formula
Accumulo concentrato: azioni in aumento tra un numero minore di titolari
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 234.77M | +5.5% | $6.00B | 0.9% | ▲ Add | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 616.79K | +76047.4% | $15.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Goldman Sachs Group ✦ | 326.62K | Nuovo | $8.35M | 0.0% | New | 1 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 274.63K | +197.7% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Citadel Advisors ✦ | 70.22K | +18.7% | $1.79M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Jane Street Group, Llc | 67.65K | +38.8% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 67.33K | +206.1% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 47.49K | +61.9% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Creative Planning | 29.83K | +169.8% | $762,131 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 25.87K | +1293500.0% | $661,030 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 25.56K | Nuovo | $652,496 | 0.0% | New | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 14.43K | +168.7% | $368,744 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 13.60K | +7.2% | $347,489 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Hrt Financial Lp | 13.55K | +55.9% | $346,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Us Bancorp \De\ | 10.65K | Nuovo | $272,031 | 0.0% | New | 1 | SEC ↗ |
| 16 | Focus Partners Wealth | 8.93K | -16.9% | $228,266 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 7.21K | -1.0% | $184,237 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cwm, Llc | 7.16K | +9.1% | $182,861 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 2.22K | -57.6% | $56,823 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 1.31K | -79.7% | $33,496 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1.18K | +43.4% | $30,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 573 | -67.0% | $14,640 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Franklin Resources Inc | 240 | 0.0% | $6,132 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 226 | -89.0% | $5,774 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 223 | -92.0% | $5,698 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 120 | -98.3% | $3,066 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Assetmark, Inc | 48 | +100.0% | $1,226 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 2 | 0.0% | $51 | 0.0% | Held | 2 | SEC ↗ |
"Il loro peso" = quota della posizione sul valore azionario 13F dichiarato da quel manager: la misura della convinzione. ✦ = manager selezionato.
Nuovi acquirenti
| Goldman Sachs Group | $8.35M | 0.0% |
| Wealth Enhancement Advisory… | $652,496 | 0.0% |
| Us Bancorp \De\ | $272,031 | 0.0% |
Uscito
| Mariner, LLC | $754,547 | era 0.0% |
| Raymond James Financial Inc | $230,973 | era 0.0% |
| Jones Financial Companies Lllp | $1,592 | era 0.0% |
| Blair William & Co/Il | $154 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 75 detentori, 237.03M azioni, $6.06B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Cosa detengono più spesso gli altri detentori tracciati di questo titolo: conteggi di co-detenzione, non relazioni fondamentali.