US808513CA10 - Charles Schwab Corp/The Aktie - Aktiekurs, institutionelt ejerskab, aktionærer

Grundlæggende statistik

Institutionelle ejere	1 total, 1 long only, 0 short only, 0 long/short - change of 6,45% MRQ
Gennemsnitlig porteføljeallokering	0.1371 % - change of -5,31% MRQ

Institutionelle aktier (lange)	1.500.000 (ex 13D/G) - change of 1,48MM shares 5.900,00% MRQ
Institutionel værdi (lang)	$ 1.349 USD ($1000)

Institutionelt ejerskab og aktionærer

Charles Schwab Corp/The (US:US808513CA10) har 1 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 1,500,000 aktier. Største aktionærer omfatter MXBIX - Great-West Bond Index Fund Investor Class .

Charles Schwab Corp/The (US808513CA10) 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%.

US808513CA10 / Charles Schwab Corp/The - 2.9% 2032-03-03 Institutional Ownership

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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Ikrafttrædelsesdatoen :

Fil dato	Kilde	Investor	Aktier	Rapporteret Værdi ($1000)	Δ Værdi (%)
2025-09-24	NP	SYSB - iShares Edge U.S. Fixed Income Balanced Risk ETF This fund is a listed as child fund of BlackRock 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		2	0,00
2025-07-24	NP	FXNAX - Fidelity U.S. Bond Index Fund This fund is a listed as child fund of Fmr Llc 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		6.360	0,27
2025-07-24	NP	FIBUX - Fidelity Flex U.S. Bond Index Fund This fund is a listed as child fund of Fmr Llc 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		274	0,00
2025-08-25	NP	SCHI - Schwab 5-10 Year Corporate Bond ETF 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		3.781	11,21
2025-07-29	NP	VICSX - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group 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		39.025	30,63
2025-07-25	NP	IMTB - iShares Core 5-10 Year USD Bond ETF This fund is a listed as child fund of BlackRock 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		57	32,56
2025-07-29	NP	VTC - Vanguard Total Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group 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		225
2025-07-30	NP	QDVBX - Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans		88	1,15
2025-08-25	NP	SCHZ - Schwab U.S. Aggregate Bond ETF 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		239	-6,30
2025-08-27	NP	VIITX - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares This fund is a listed as child fund of Vanguard Group 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		8.544	2,50
2025-08-26	NP	ILUAX - Voya U.S. Bond Index Portfolio Class ADV		53	3,92
2025-08-28	NP	EINFX - ELFUN INCOME FUND Elfun Income Fund		18	0,00
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y		90	2,30
2025-07-25	NP	IGIB - iShares Intermediate-Term Corporate Bond ETF This fund is a listed as child fund of BlackRock 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		5.631	-5,95
2025-07-25	NP	SWAGX - Schwab U.S. Aggregate Bond Index 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		132	0,00
2025-07-29	NP	VCEB - Vanguard ESG U.S. Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group 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		247	0,41
2025-07-28	NP	AFIX - Allspring Broad Market Core Bond ETF		124	0,00
2025-09-26	NP	MSTVX - Morningstar Alternatives Fund		2	0,00
2025-08-26	NP	MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio		126	1,63
2025-08-28	NP	ELDFX - ELFUN DIVERSIFIED FUND Elfun Diversified Fund		4	0,00
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB		3.234	2,37
2025-09-26	NP	DBMIX - BNY Mellon Bond Market Index Fund Investor Shares		180	1,70
2025-09-24	NP	BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares This fund is a listed as child fund of BlackRock, 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		3	0,00
2025-07-29	NP	Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF		3.124	-5,62
2025-08-27	NP	VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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		742	2,49
2025-08-27	NP	VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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		30.131	1,89
2025-08-27	NP	VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio This fund is a listed as child fund of Vanguard Group 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		355	2,60
2025-07-24	NP	FNDSX - Fidelity Sustainability Bond Index Fund This fund is a listed as child fund of Fmr Llc 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		49	0,00
2025-08-27	NP	VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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		23.383	2,50
2025-07-25	NP	EAGG - iShares ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock 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		349	0,29
2025-08-28	NP	SPIB - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp 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		1.760	17,96
2025-08-14	NP	BAGIX - Baird Aggregate Bond Fund Institutional		4.497	2,37
2025-04-29	NP	AGZD - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A		44	0,00
2025-07-25	NP	USIG - iShares Broad USD Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock 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		1.241	-15,18
2025-09-24	NP	BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund This fund is a listed as child fund of BlackRock, 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		593	1,89
2025-08-29	NP	SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund		901	2,62
2025-09-25	NP	DFCF - Dimensional Core Fixed Income ETF		1.141	1,88
2025-07-25	NP	ELQD - iShares ESG Advanced Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock 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		9	0,00
2025-07-25	NP	GVI - iShares Intermediate Government/Credit Bond ETF This fund is a listed as child fund of BlackRock 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		221	2,33
2025-07-25	NP	AGG - iShares Core U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock 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		3.978	-10,57
2025-07-25	NP	GBF - iShares Government/Credit Bond ETF This fund is a listed as child fund of BlackRock 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	0,00
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB		251	2,46
2025-07-25	NP	LQD - iShares iBoxx $ Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock 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		5.719	-9,74
2025-08-26	NP	Master Investment Portfolio II - CoreAlpha Bond Master Portfolio		4
2025-06-30	NP	VFICX - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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		18.051	1,90
2025-08-28	NP	TBIIX - TIAA-CREF Bond Index Fund Institutional Class		899	2,39
2025-08-28	NP	SPAB - SPDR(R) Portfolio Aggregate Bond ETF This fund is a listed as child fund of State Street Corp 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		300	2,39
2025-08-28	NP	SSASX - State Street Income Fund		92	-20,18
2025-07-28	NP	TIIUX - Core Fixed Income Fund		22	4,76
2025-07-25	NP	SUSC - iShares ESG USD Corporate Bond ETF This fund is a listed as child fund of BlackRock 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		371	0,27
2025-09-24	NP	QLTA - iShares Aaa - A Rated Corporate Bond ETF This fund is a listed as child fund of BlackRock 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		341	-36,97
2025-08-26	NP	BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares This fund is a listed as child fund of BlackRock, 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		133
2025-07-30	NP	QDIBX - Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans		88	1,15
2025-09-26	NP	IBDX - iShares iBonds Dec 2032 Term Corporate ETF		3.878	4,42
2025-08-27	NP	VBIIX - Vanguard Intermediate-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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		11.601	-0,35
2025-08-29	NP	CORP - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund		162	85,06
2025-09-26	NP	SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1		90
2025-05-19	NP	MOFTX - Mercer Opportunistic Fixed Income Fund Class I		88	1,16
2025-07-25	NP	EUSB - iShares ESG Advanced Total USD Bond Market ETF This fund is a listed as child fund of BlackRock 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		53	33,33
2025-08-14	NP	BCOIX - Baird Core Plus Bond Fund Institutional		4.497	2,37
2025-09-02	NP	NTIIX - Navigator Tactical Investment Grade Bond Fund Class I		719	2,13
2025-08-28	NP	SPBO - SPDR Portfolio Corporate Bond ETF This fund is a listed as child fund of State Street Corp 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		437	149,71
2025-07-28	NP	PFIG - Invesco Fundamental Investment Grade Corporate Bond ETF This fund is a listed as child fund of Invesco Ltd. 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		146	0,00
2025-09-25	NP	DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp 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		12.846	1,94
2025-07-29	NP	MYCL - SPDR SSGA My2032 Corporate Bond ETF		53	0,00
2025-08-21	NP	MXBIX - Great-West Bond Index Fund Investor Class	1.500.000	1.349

US808513CA10 - Charles Schwab Corp/The Aktie - Aktiekurs, institutionelt ejerskab, aktionærer

Grundlæggende statistik

Institutionelt ejerskab og aktionærer

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13F og NPORT arkivering