Top 19 investeringsforeninger med SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
Denne side viser alle investeringsforeninger, der har rapporteret positioner i SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF. Grønne rækker angiver nye 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 (%) |
2025-08-25 |
NP |
SWYOX - Schwab Target 2065 Index Fund
|
|
|
|
689.656 |
16,78 |
17.448 |
26,11 |
|
2025-08-25 |
NP |
SWYMX - Schwab Target 2050 Index Fund
|
|
|
|
2.749.522 |
11,46 |
69.563 |
20,36 |
|
2025-08-25 |
NP |
SWYDX - Schwab Target 2025 Index Fund
|
|
|
|
437.500 |
4,37 |
11.069 |
12,70 |
|
2025-08-25 |
NP |
SWC1Z - Schwab VIT Balanced with Growth Portfolio
|
|
|
|
288.653 |
3,91 |
7.303 |
12,20 |
|
2025-08-25 |
NP |
SWYBX - Schwab Target 2015 Index Fund
|
|
|
|
51.457 |
1,04 |
1.302 |
9,05 |
|
2025-08-25 |
NP |
SWG1Z - Schwab VIT Growth Portfolio
|
|
|
|
432.042 |
4,47 |
10.931 |
12,81 |
|
2025-08-25 |
NP |
SWYHX - Schwab Target 2045 Index Fund
|
|
|
|
1.750.635 |
8,73 |
44.291 |
17,41 |
|
2025-08-25 |
NP |
SWYNX - Schwab Target 2060 Index Fund
|
|
|
|
2.359.175 |
10,95 |
59.687 |
19,81 |
|
2025-08-25 |
NP |
SWYGX - Schwab Target 2040 Index Fund
|
|
|
|
2.292.420 |
8,57 |
57.998 |
17,23 |
|
2025-08-25 |
NP |
SWYAX - Schwab Target 2010 Index Fund
|
|
|
|
29.384 |
7,26 |
743 |
15,91 |
|
2025-08-25 |
NP |
SWYEX - Schwab Target 2030 Index Fund
|
|
|
|
1.513.244 |
7,27 |
38.285 |
15,83 |
|
2025-06-24 |
NP |
MWFQX - MainStay Equity ETF Allocation Fund Class R3
|
|
|
|
282.908 |
8,02 |
6.459 |
-7,68 |
|
2025-07-24 |
NP |
ATACX - ATAC Rotation Fund Investor Class Shares
|
|
|
|
489.345 |
-1,63 |
11.823 |
-15,72 |
|
2025-06-24 |
NP |
MOEAX - MainStay Growth ETF Allocation Fund Class A
|
|
|
|
182.999 |
9,38 |
4.178 |
-6,51 |
|
2025-08-25 |
NP |
SWYJX - Schwab Target 2055 Index Fund
|
|
|
|
1.962.982 |
12,12 |
49.663 |
21,06 |
|
2025-08-25 |
NP |
SWB1Z - Schwab VIT Balanced Portfolio
|
|
|
|
93.690 |
4,29 |
2.370 |
12,64 |
|
2025-07-28 |
NP |
AGCVX - Global Small Cap Fund Investor Class
|
|
|
|
331 |
-97,23 |
8 |
-97,68 |
|
2025-08-25 |
NP |
SWYFX - Schwab Target 2035 Index Fund
|
|
|
|
1.561.116 |
8,91 |
39.496 |
17,60 |
|
2025-08-25 |
NP |
SWYLX - Schwab Target 2020 Index Fund
|
|
|
|
194.573 |
5,50 |
4.923 |
13,91 |
|