US808513BZ79 - Charles Schwab Corp/The Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik

Institutionella ägare	0 total, 0 long only, 0 short only, 0 long/short - change of 0,00% MRQ
Genomsnittlig portföljallokering	0.3273 % - change of −4,93% MRQ

Institutionellt ägande och aktieägare

Charles Schwab Corp/The (US:US808513BZ79) har 0 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Största aktieägare inkluderar .

Charles Schwab Corp/The (US808513BZ79) 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%.

US808513BZ79 / Charles Schwab Corp/The - 1.205532% 2027-03-03 Institutional Ownership

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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Ikraftträdande datum :

Fil Datum	Källa	Investerare	Rapporterat värde (1000 USD)	Δ Värde (%)
2025-08-22	NP	DSEEX - DoubleLine Shiller Enhanced CAPE Class I	1 469	−3,42
2025-04-24	NP	TMB - Thornburg Multi Sector Bond ETF	50
2025-08-27	NP	MYFRX - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y	18 141	13,83
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 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	4 019	−0,47
2025-05-23	NP	TSIAX - Thornburg Strategic Income Fund - Class A	20 183	0,07
2025-08-27	NP	ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio	5 800	−0,22
2025-07-24	NP	FLDR - Fidelity Low Duration Bond Factor ETF 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	2 816	132,26
2025-07-30	NP	SMTH - ALPS \| Smith Core Plus Bond ETF	3 740	−0,48
2025-06-24	NP	RAVI - FlexShares Ready Access Variable Income Fund This fund is a listed as child fund of Northern Trust 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	6 531	−0,47
2025-06-26	NP	DFSD - Dimensional Short-Duration Fixed Income ETF	8 662	−0,48
2025-06-26	NP	DGCB - Dimensional Global Credit ETF	886	5,48
2025-06-26	NP	FLOT - iShares Floating Rate 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	15 039	−2,50
2025-05-30	NP	DBFRX - DoubleLine Floating Rate Fund Class I	2 019	−0,15
2025-06-25	NP	SMASX - ALPS/Smith Short Duration Bond Fund Class A	2 484	−0,48
2025-08-22	NP	DBLSX - DoubleLine Low Duration Bond Fund Class I	2 593	−0,15
2025-06-26	NP	DFGP - Dimensional Global Core Plus Fixed Income ETF	402	−0,50
2025-06-26	NP	DUSB - Dimensional Ultrashort Fixed Income ETF	4 823
2025-05-23	NP	THIFX - Thornburg Limited Term Income Fund - Class A	19 005	0,07
2025-06-30	NP	VRIG - Invesco Variable Rate Investment Grade 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	4 020	−0,47
2025-08-27	NP	JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A)	638	−2,45
2025-06-26	NP	TSIWX - Transamerica Short-Term Bond I2	452	−0,44
2025-08-26	NP	NUSFX - Northern Ultra-short Fixed Income Fund	20 157	−0,15
2025-06-25	NP	FLTR - VanEck Vectors Investment Grade Floating Rate ETF	4 799	−2,02
2025-06-26	NP	Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 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	5 350	−0,48
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality 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	15 072	−0,48
2025-08-25	NP	RSDIX - RBC Short Duration Fixed Income Fund Class I	393	−0,25
2025-06-26	NP	DFCF - Dimensional Core Fixed Income ETF	4 062	7,49
2025-06-25	NP	SMAMX - ALPS/Smith Total Return Bond Fund Class A	9 479	−0,48
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 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	4 114	−0,48
2025-06-26	NP	DFSB - Dimensional Global Sustainability Fixed Income ETF	301	−0,33
2025-07-29	NP	FIXD - First Trust TCW Opportunistic Fixed Income ETF This fund is a listed as child fund of First Trust 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	5 392
2025-08-28	NP	FLRN - SPDR Bloomberg Barclays Investment Grade Floating Rate 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	5 278	−4,66
2025-08-25	NP	RUSIX - RBC Ultra-Short Fixed Income Fund Class I	1 314	−0,15