US80850L7266 - Schwab U.S. Mid-Cap Index Fund Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik
Institutionella ägare 14 total, 14 long only, 0 short only, 0 long/short - change of −12,50% MRQ
Genomsnittlig portföljallokering 1.7826 % - change of 16,44% MRQ
Institutionella aktier (lång) 1 330 085 (ex 13D/G) - change of −0,02MM shares −1,20% MRQ
Institutionellt värde (lång) $ 85 608 USD ($1000)
Institutionellt ägande och aktieägare

Schwab U.S. Mid-Cap Index Fund (US:US80850L7266) har 14 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 1,330,085 aktier. Största aktieägare inkluderar 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) 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%.

US80850L7266 / Schwab U.S. Mid-Cap Index Fund Institutional Ownership
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13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-17 13F Vermillion Wealth Management, Inc. 0 −100,00 0
2025-06-24 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 −4,87 19 515 −12,79
2025-06-24 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 27 245 0,00 1 730 −8,32
2025-06-24 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 0,00 466 −8,28
2025-06-24 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 5 902 −8,34
2025-06-24 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 5 868 −8,33
2025-06-24 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 9 531 0,00 605 −8,33
2025-06-24 NP SWQRX - Schwab Target 2065 Fund 8 959 9,07 569 0,00
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
2025-06-24 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 5 555 −8,33
2025-06-24 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 224 147 0,00 14 231 −8,33
2025-06-24 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 4 128 −8,33
2025-06-24 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 4 326 −8,35
2025-06-24 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 −4,44 9 450 −12,40
2025-07-29 13F Dumont & Blake Investment Advisors Llc 9 769 1,60 680 10,39
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