US808513CD58 - 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 5,26% MRQ
Genomsnittlig portföljallokering	0.0719 % - change of −8,69% MRQ

Institutionellt ägande och aktieägare

Charles Schwab Corp. (The) (US:US808513CD58) 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) (US808513CD58) 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%.

US808513CD58 / Charles Schwab Corp. (The) - 5.643% 2029-05-19 Institutional Ownership

13F- och NPORT-arkiveringar

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Ikraftträdande datum :

Fil Datum	Källa	Investerare	Rapporterat värde (1000 USD)	Δ Värde (%)
2025-08-25	NP	ABNDX - BOND FUND OF AMERICA Class A	15 552	0,41
2025-07-25	NP	MGBAX - MFS Global Bond Fund A	255	−50,20
2025-06-26	NP	CSHTX - AB Taxable Multi-Sector Income Shares	1 037	1,27
2025-08-25	NP	ABALX - AMERICAN BALANCED FUND Class A	12 441	0,42
2025-08-26	NP	FKINX - Franklin Income Fund Class A1	25 920	0,42
2025-08-20	NP	CGSD - Capital Group Short Duration Income ETF Share Class	119	0,85
2025-06-24	NP	MCSAX - MFS Commodity Strategy Fund A	2 149	1,23
2025-07-25	NP	PNIIX - Bond Market Index Fund Institutional Class	166	0,61
2025-08-28	NP	EINFX - ELFUN INCOME FUND Elfun Income Fund	110	0,00
2025-07-29	NP	SCOAX - Siit Core Fixed Income - Class A	3 499	0,60
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	207
2025-06-23	NP	PGDIX - Global Diversified Income Fund Institutional Class	104	0,98
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	337	0,30
2025-06-26	NP	ISTB - iShares Core 1-5 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	612	−6,00
2025-08-26	NP	NOBOX - Northern Bond Index Fund	415	0,49
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB	518	0,39
2025-08-28	NP	SPSB - SPDR(R) Portfolio Short 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	9 066
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	228	0,00
2025-08-28	NP	TBIIX - TIAA-CREF Bond Index Fund Institutional Class	1 037	0,39
2025-08-26	NP	TNSHX - TIAA-CREF Short-Term Bond Index Fund Institutional Class	311
2025-08-20	NP	CGCB - Capital Group Core Bond ETF Share Class	8 720	27,28
2025-07-24	NP	FIFZX - Fidelity Series 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	1 035	0,58
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	2 547	0,63
2025-03-31	NP	SVBAX - Balanced Fund Class A	977	−0,10
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	16 174	0,38
2025-08-28	NP	DODBX - Dodge & Cox Balanced Fund	4 664	0,41
2025-03-31	NP	JHCR - John Hancock Core Bond ETF	25
2025-06-27	NP	HABDX - Harbor Bond Fund Institutional Class	3 370	1,23
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y	311	0,32
2025-08-27	NP	VBISX - Vanguard Short-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	9 657	3,02
2025-06-26	NP	NUBD - Nuveen ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of Nuveen Asset Management, 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	114	1,79
2025-07-29	NP	VSCSX - Vanguard Short-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	22 569	5,45
2025-04-28	NP	JHNBX - John Hancock Bond Fund Class A	5 742	−48,48
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	207	−44,95
2025-08-26	NP	TSWFX - TSW CORE PLUS BOND FUND Institutional Shares	181	0,56
2025-07-24	NP	FNSOX - Fidelity Short-Term 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	507	0,60
2025-07-25	NP	Mfs Charter Income Trust	45	0,00
2025-07-25	NP	SWSBX - Schwab Short-Term 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	155	0,65
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	197	0,51
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	790	1,15
2025-07-29	NP	STTIX - North Square Core Plus Bond Fund Class I	26	0,00
2025-08-25	NP	PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1	155	0,65
2025-08-28	NP	ELDFX - ELFUN DIVERSIFIED FUND Elfun Diversified Fund	53	0,00
2025-06-26	NP	DVRAX - MFS Global Alternative Strategy Fund A	55	0,00
2025-07-25	NP	DIFAX - MFS Diversified Income Fund A	465	0,43
2025-04-28	NP	TAUSX - John Hancock Investment Grade Bond Fund Class A	786	−48,49
2025-06-26	NP	MQLIX - MFS Limited Maturity Fund I	12 975	1,22
2025-07-29	NP	NMKYX - North Square McKee Bond Fund Class Y	369	−0,27
2025-07-29	NP	SIDCX - SIIT Intermediate Duration Credit Fund - Class A	9 243	0,61
2025-06-26	NP	MSTVX - Morningstar Alternatives Fund	31
2025-08-26	NP	RPIEX - T. Rowe Price Dynamic Global Bond Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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	11 394	0,49
2025-08-27	NP	VMSAX - Vanguard Multi-Sector Income Bond Fund Admiral Shares	62	1,64
2025-08-28	NP	DODIX - Dodge & Cox Income Fund	110 049	37,72
2025-08-25	NP	SCHJ - Schwab 1-5 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	213	0,47
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	445	−9,74
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	207	0,98
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	68
2025-06-26	NP	NUSA - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF This fund is a listed as child fund of Nuveen Asset Management, 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	21	0,00
2025-08-25	NP	MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class	615	−7,67
2025-06-26	NP	NUAG - Nuveen Enhanced Yield U.S. Aggregate Bond ETF This fund is a listed as child fund of Nuveen Asset Management, 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	26	−55,36
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class	259
2025-08-26	NP	Master Investment Portfolio II - CoreAlpha Bond Master Portfolio	95
2025-06-30	NP	VFSTX - Vanguard Short-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	63 333	−3,90
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	5	0,00
2025-07-22	NP	GIGB - Goldman Sachs Access Investment Grade Corporate Bond ETF	249	0,40
2025-08-27	NP	VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade 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	4 041	0,40
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 This fund is a listed as child fund of Capital World Investors 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	2 535	0,40
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	2 834
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	8 289	0,38
2025-03-31	NP	John Hancock Income Securities Trust	102	0,00
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	1 907	15,02
2025-08-28	NP	DODLX - Dodge & Cox Global Bond Fund	1 969	0,41
2025-07-25	NP	SUSB - iShares ESG 1-5 Year 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	57	86,67
2025-05-27	NP	MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class	136	−45,60
2025-07-28	NP	TIIUX - Core Fixed Income Fund	52	0,00
2025-06-24	NP	Mfs Intermediate Income Trust	1 592	1,21
2025-06-30	NP	VGCAX - Vanguard Global Credit Bond 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	36	2,86
2025-08-29	NP	Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I	17	0,00
2025-07-25	NP	FGTIX - Franklin Templeton SMACS: Series I Advisor Class	52	0,00
2025-04-28	NP	SDFI - AB Short Duration Income ETF	322
2025-08-28	NP	SSIMX - State Street Income V.I.S. Fund Class 1 Shares 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	7	0,00
2025-08-26	NP	LLAAX - Western Asset Long Credit VIT Class I	187	126,83
2025-05-28	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	155	−42,96
2025-04-28	NP	JMABX - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio	300	−48,54
2025-07-22	NP	GSIG - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF	10
2025-07-25	NP	IGSB - iShares Short-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	7 571	−7,31
2025-06-30	NP	VCPSX - Vanguard STAR Core-Plus Bond Fund Institutional Shares	3 392
2025-08-28	NP	SSAFX - State Street Aggregate Bond Index Portfolio 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	207	0,49
2025-06-26	NP	MFBFX - MFS Corporate Bond Fund A	4 618	−34,42
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	1 667	−4,52
2025-07-30	NP	SHAG - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A	10	0,00
2025-08-27	NP	Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A	518	0,39
2025-08-28	NP	SCXIX - Simt Core Fixed Income Fund Class I	814	−40,74
2025-07-30	NP	AGGY - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A	97	−69,50
2025-08-26	NP	ILUAX - Voya U.S. Bond Index Portfolio Class ADV	74	0,00
2025-06-26	NP	PRIV - SPDR SSGA Apollo IG Public & Private Credit ETF	259
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	612	−2,86
2025-08-28	NP	SSASX - State Street Income Fund	614	−21,68
2025-09-17	NP	GBIAX - Nationwide Bond Index Fund Class A	52	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	39

US808513CD58 - Charles Schwab Corp. (The) Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik

Institutionellt ägande och aktieägare

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13F- och NPORT-arkiveringar