US80850L7266 - Schwab U.S. Mid-Cap Index Fund Aktie - Aktiekurs, institutionelt ejerskab, aktionærer

Grundlæggende statistik
Institutionelle ejere 14 total, 14 long only, 0 short only, 0 long/short - change of -12,50% MRQ
Gennemsnitlig porteføljeallokering 1.8422 % - change of 26,29% MRQ
Institutionelle aktier (lange) 1.319.477 (ex 13D/G) - change of -0,00MM shares -0,36% MRQ
Institutionel værdi (lang) $ 93.312 USD ($1000)
Institutionelt ejerskab og aktionærer

Schwab U.S. Mid-Cap Index Fund (US:US80850L7266) har 14 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 1,319,477 aktier. Største aktionærer omfatter SWERX - Schwab Target 2040 Fund, SWDRX - Schwab Target 2030 Fund, eCIO, Inc., SWIRX - Schwab Target 2035 Fund, SWNRX - Schwab Target 2050 Fund, SWHRX - Schwab Target 2025 Fund, SWMRX - Schwab Target 2045 Fund, SWORX - Schwab Target 2055 Fund, SWCRX - Schwab Target 2020 Fund, and SWPRX - Schwab Target 2060 Fund .

Schwab U.S. Mid-Cap Index Fund (US80850L7266) 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%.

US80850L7266 / Schwab U.S. Mid-Cap 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 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 92.418 0,00 6.553 11,69
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 210.502 -6,09 14.927 4,88
2025-07-17 13F Vermillion Wealth Management, Inc. 0 -100,00 0
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 307.365 0,00 21.795 11,69
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 65.022 0,00 4.611 11,68
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 8.938 -6,22 634 4,63
2025-09-24 NP SWQRX - Schwab Target 2065 Fund 9.702 8,29 688 20,95
2025-08-06 13F Twin Capital Management Inc 0 -100,00 0
2025-08-08 13F eCIO, Inc. 180.874 6,26 12.592 15,28
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 92.955 0,00 6.591 11,69
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 7.334 0,00 520 11,83
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 30.132 10,60 2.137 23,54
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 68.135 0,00 4.831 11,70
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 87.494 0,00 6.204 11,70
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 148.837 0,00 10.554 11,69
2025-07-29 13F Dumont & Blake Investment Advisors Llc 9.769 1,60 680 10,39
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