US8085094428 - Schwab Fundamental US Large Company Index Fund Aktie - Aktiekurs, institutionelt ejerskab, aktionærer

Grundlæggende statistik
Institutionelle ejere 20 total, 20 long only, 0 short only, 0 long/short - change of 0,00% MRQ
Gennemsnitlig porteføljeallokering 4.4570 % - change of 2,76% MRQ
Institutionelle aktier (lange) 17.976.590 (ex 13D/G) - change of 0,40MM shares 2,29% MRQ
Institutionel værdi (lang) $ 527.469 USD ($1000)
Institutionelt ejerskab og aktionærer

Schwab Fundamental US Large Company Index Fund (US:US8085094428) har 20 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 17,976,590 aktier. Største aktionærer omfatter SWEGX - Schwab MarketTrack All Equity Portfolio Investor Shares, SWHGX - Schwab MarketTrack Growth Portfolio Investor Shares, SWERX - Schwab Target 2040 Fund, SWBGX - Schwab MarketTrack Balanced Portfolio Investor Shares, SWDRX - Schwab Target 2030 Fund, SWIRX - Schwab Target 2035 Fund, Fulton Bank, N.a., SWNRX - Schwab Target 2050 Fund, SWMRX - Schwab Target 2045 Fund, and SWORX - Schwab Target 2055 Fund .

Schwab Fundamental US Large Company Index Fund (US8085094428) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

US8085094428 / Schwab Fundamental US Large Company Index Fund Institutional Ownership
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13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-09-24 NP SWORX - Schwab Target 2055 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 487.737 4,29 14.315 13,37
2025-09-24 NP SWBRX - Schwab Target 2010 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27.160 0,00 797 8,73
2025-07-10 13F Fulton Bank, N.a. 615.823 10,67 17.964 15,71
2025-07-15 13F West Oak Capital, LLC 573 0,00 0
2025-09-24 NP SWMRX - Schwab Target 2045 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 599.983 9,61 17.610 19,15
2025-09-24 NP SWHRX - Schwab Target 2025 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 340.728 0,00 10.000 8,71
2025-09-24 NP SWPRX - Schwab Target 2060 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 216.924 10,59 6.367 20,20
2025-09-24 NP SWIRX - Schwab Target 2035 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 826.874 0,00 24.269 8,70
2025-09-24 NP SWEGX - Schwab MarketTrack All Equity Portfolio Investor Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.583.927 3,92 134.538 12,97
2025-07-23 13F First Merchants Corp 31.128 -1,58 908 2,83
2025-09-24 NP SWHGX - Schwab MarketTrack Growth Portfolio Investor Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.064.247 2,15 119.286 11,04
2025-09-24 NP SWDRX - Schwab Target 2030 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.023.084 0,00 30.028 8,70
2025-09-24 NP SWERX - Schwab Target 2040 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.967.740 0,00 57.753 8,71
2025-09-24 NP SWQRX - Schwab Target 2065 Fund 69.436 9,80 2.038 19,33
2025-05-09 13F Fairfield Financial Advisors, LTD 0 -100,00 0
2025-09-24 NP SWBGX - Schwab MarketTrack Balanced Portfolio Investor Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.840.190 0,44 54.010 9,19
2025-09-24 NP SWGRX - Schwab Target 2015 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34.255 -4,89 1.005 3,40
2025-08-13 13F Luminist Capital LLC 0 -100,00 0
2025-09-24 NP SWCRX - Schwab Target 2020 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 224.165 -3,88 6.579 4,49
2025-08-14 13F/A Skopos Labs, Inc. 2.841 83
2025-09-24 NP SWNRX - Schwab Target 2050 Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 615.790 0,00 18.073 8,70
2025-09-24 NP SWCGX - Schwab MarketTrack Conservative Portfolio Investor Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 403.985 -3,36 11.857 5,04
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