US808513CA10 - Charles Schwab Corp/The Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik
Institutionella ägare 1 total, 1 long only, 0 short only, 0 long/short - change of 10,17% MRQ
Genomsnittlig portföljallokering 0.1395 % - change of −8,23% MRQ
Institutionella aktier (lång) 1 500 000 (ex 13D/G) - change of 1,48MM shares 5 900,00% MRQ
Institutionellt värde (lång) $ 1 349 USD ($1000)
Institutionellt ägande och aktieägare

Charles Schwab Corp/The (US:US808513CA10) har 1 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 1,500,000 aktier. Största aktieägare inkluderar MXBIX - Great-West Bond Index Fund Investor Class .

Charles Schwab Corp/The (US808513CA10) 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%.

US808513CA10 / Charles Schwab Corp/The - 2.9% 2032-03-03 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
(%)
2025-07-24 NP FXNAX - Fidelity U.S. Bond Index Fund 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 6 360 0,27
2025-07-24 NP FIBUX - Fidelity Flex U.S. Bond Index Fund 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 274 0,00
2025-08-25 NP SCHI - Schwab 5-10 Year Corporate Bond ETF 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 3 781 11,21
2025-07-29 NP VICSX - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group 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 39 025 30,63
2025-07-25 NP IMTB - iShares Core 5-10 Year USD 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 57 32,56
2025-07-29 NP VTC - Vanguard Total Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group 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 225
2025-06-25 NP DBMIX - BNY Mellon Bond Market Index Fund Investor Shares 176 2,33
2025-06-26 NP DFCF - Dimensional Core Fixed Income ETF 1 119 299,64
2025-07-30 NP QDVBX - Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans 88 1,15
2025-08-25 NP SCHZ - Schwab U.S. Aggregate Bond ETF 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 239 −6,30
2025-08-27 NP VIITX - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares This fund is a listed as child fund of Vanguard Group 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 8 544 2,50
2025-08-26 NP ILUAX - Voya U.S. Bond Index Portfolio Class ADV 53 3,92
2025-08-28 NP EINFX - ELFUN INCOME FUND Elfun Income Fund 18 0,00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 90 2,30
2025-07-25 NP IGIB - iShares Intermediate-Term Corporate 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 5 631 −5,95
2025-06-26 NP QLTA - iShares Aaa - A Rated Corporate 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 542 18,38
2025-07-25 NP SWAGX - Schwab U.S. Aggregate Bond Index 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 132 0,00
2025-07-29 NP VCEB - Vanguard ESG U.S. Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group 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 247 0,41
2025-07-28 NP AFIX - Allspring Broad Market Core Bond ETF 124 0,00
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 126 1,63
2025-06-26 NP BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 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 581 1,93
2025-08-28 NP ELDFX - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 4 0,00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 3 234 2,37
2025-06-26 NP BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 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 3
2025-06-26 NP MSTVX - Morningstar Alternatives Fund 2
2025-07-29 NP Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 3 124 −5,62
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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 742 2,49
2025-08-27 NP VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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 30 131 1,89
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio This fund is a listed as child fund of Vanguard Group 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 355 2,60
2025-07-24 NP FNDSX - Fidelity Sustainability Bond Index Fund 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 49 0,00
2025-08-27 NP VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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 23 383 2,50
2025-07-25 NP EAGG - iShares ESG U.S. Aggregate 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 349 0,29
2025-06-26 NP IBDX - iShares iBonds Dec 2032 Term Corporate ETF 3 714 4,00
2025-08-28 NP SPIB - SPDR(R) Portfolio Intermediate Term Corporate Bond 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 1 760 17,96
2025-08-14 NP BAGIX - Baird Aggregate Bond Fund Institutional 4 497 2,37
2025-04-29 NP AGZD - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 44 0,00
2025-06-26 NP FIBR - iShares Edge U.S. Fixed Income Balanced Risk 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 2
2025-07-25 NP USIG - iShares Broad USD Investment Grade Corporate 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 1 241 −15,18
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 901 2,62
2025-07-25 NP ELQD - iShares ESG Advanced Investment Grade Corporate 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 9 0,00
2025-07-25 NP GVI - iShares Intermediate Government/Credit 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 221 2,33
2025-07-25 NP AGG - iShares Core U.S. Aggregate 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 3 978 −10,57
2025-07-25 NP GBF - iShares Government/Credit 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 4 0,00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 251 2,46
2025-07-25 NP LQD - iShares iBoxx $ Investment Grade Corporate 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 5 719 −9,74
2025-08-26 NP Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 4
2025-06-30 NP VFICX - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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 18 051 1,90
2025-08-28 NP TBIIX - TIAA-CREF Bond Index Fund Institutional Class 899 2,39
2025-08-28 NP SPAB - SPDR(R) Portfolio Aggregate Bond 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 300 2,39
2025-08-28 NP SSASX - State Street Income Fund 92 −20,18
2025-07-28 NP TIIUX - Core Fixed Income Fund 22 4,76
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade 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 12 603 1,94
2025-07-25 NP SUSC - iShares ESG USD Corporate 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 371 0,27
2025-08-26 NP BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 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 133
2025-07-30 NP QDIBX - Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans 88 1,15
2025-08-27 NP VBIIX - Vanguard Intermediate-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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 11 601 −0,35
2025-08-29 NP CORP - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 162 85,06
2025-05-19 NP MOFTX - Mercer Opportunistic Fixed Income Fund Class I 88 1,16
2025-07-25 NP EUSB - iShares ESG Advanced Total USD Bond Market 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 53 33,33
2025-08-14 NP BCOIX - Baird Core Plus Bond Fund Institutional 4 497 2,37
2025-09-02 NP NTIIX - Navigator Tactical Investment Grade Bond Fund Class I 719 2,13
2025-08-28 NP SPBO - SPDR Portfolio Corporate Bond 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 437 149,71
2025-07-28 NP PFIG - Invesco Fundamental Investment Grade Corporate Bond 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 146 0,00
2025-07-29 NP MYCL - SPDR SSGA My2032 Corporate Bond ETF 53 0,00
2025-08-21 NP MXBIX - Great-West Bond Index Fund Investor Class 1 500 000 1 349
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