SWPPX / Schwab Capital Trust - Schwab S&P 500 Index Fund - Institutionelt ejerskab - Sælgere

Schwab Capital Trust - Schwab S&P 500 Index Fund
US ˙ MUTF

Institutionelt og fondsejerskab - Sælgere

Denne side viser institutioner, fonde og større aktionærer, der har reduceret beholdninger eller lukket deres positioner i deres seneste rapporteringsperiode. Røde rækker angiver lukkede positioner. Klik på linkikonet 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
(%)
2026-02-11 13F Vermillion Wealth Management, Inc. 0 -100,00 0
2026-05-04 13F Westside Investment Management, Inc. 8.274 -4,48 140 -7,89
2026-05-05 13F Williams Jones Wealth Management, LLC. 42.177 -53,61 707 -55,65
2026-04-23 13F Fortune Financial Group, Inc. 33.990 -4,10 570
2026-05-12 13F Tower Bridge Advisors 0 -100,00 0
2026-04-07 13F Financially Speaking Inc 0 -100,00 0
2026-04-01 13F Neville Rodie & Shaw Inc 116.200 -0,30 2 -50,00
2026-04-22 13F Coston, McIsaac & Partners 119.187 -21,23 2 -50,00
2026-02-13 13F Resources Management Corp /ct/ /adv 0 -100,00 0
2026-05-12 13F Edgar Lomax Co/va 41.597 -13,82 698 -17,61
2026-01-20 13F eCIO, Inc. 0 -100,00 0
2026-02-18 13F Front Street Capital Management, Inc. 0 -100,00 0
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-05-07 13F Coastwise Capital Group, LLC 37.392 -0,29 627 -4,57
2026-05-01 13F Ferguson Wellman Capital Management, Inc 0 -100,00 0
2026-02-13 13F Hurley Capital, LLC 0 -100,00 0
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