US8085094428 - Schwab Fundamental US Large Company Index Fund Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik

Institutionella ägare	20 total, 20 long only, 0 short only, 0 long/short - change of 0,00% MRQ
Genomsnittlig portföljallokering	4.4570 % - change of 2,76% MRQ

Institutionella aktier (lång)	17 976 590 (ex 13D/G) - change of 0,40MM shares 2,29% MRQ
Institutionellt värde (lång)	$ 527 469 USD ($1000)

Institutionellt ägande och aktieägare

Schwab Fundamental US Large Company Index Fund (US:US8085094428) har 20 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 17,976,590 aktier. Största aktieägare inkluderar 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) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

US8085094428 / Schwab Fundamental US Large Company Index Fund Institutional Ownership

13F- och NPORT-arkiveringar

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Ikraftträdande datum :

Fil Datum	Källa	Investerare	Aktier	Δ Aktier (%)	Rapporterat värde (1000 USD)	Δ Värde (%)
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

US8085094428 - Schwab Fundamental US Large Company Index Fund Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik

Institutionellt ägande och aktieägare

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13F- och NPORT-arkiveringar