US808513CJ29 - 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 −16,33% MRQ
Genomsnittlig portföljallokering	0.0638 % - change of 3,20% MRQ

Institutionellt ägande och aktieägare

Charles Schwab Corp. (The) (US:US808513CJ29) 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) (US808513CJ29) 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%.

US808513CJ29 / Charles Schwab Corp. (The) - 6.196% 2029-11-17 Institutional Ownership

13F- och NPORT-arkiveringar

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Fil Datum	Källa	Investerare	Rapporterat värde (1000 USD)	Δ Värde (%)
2025-06-25	NP	TAGG - T. Rowe Price QM U.S. Bond ETF	488
2025-04-25	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	240	−98,21
2025-08-25	NP	MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class	382	−2,31
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	14 615	0,61
2025-08-26	NP	IMBAX - Voya Limited Maturity Bond Portfolio Class ADV	132	0,77
2025-08-26	NP	MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio	106	0,95
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	233	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	1 960	0,26
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	7 241	107,09
2025-06-26	NP	MSTVX - Morningstar Alternatives Fund	40	−2,44
2025-08-28	NP	TBIIX - TIAA-CREF Bond Index Fund Institutional Class	1 592	0,57
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	233	0,43
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	4 820	0,82
2025-07-25	NP	PNIIX - Bond Market Index Fund Institutional Class	148	0,68
2025-04-28	NP	JHNBX - John Hancock Bond Fund Class A	25 003	−17,48
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y	80	0,00
2025-05-30	NP	PCARX - PIMCO Credit Opportunities Bond Fund Institutional	633	1,28
2025-07-28	NP	TIIUX - Core Fixed Income Fund	53	0,00
2025-08-28	NP	DODLX - Dodge & Cox Global Bond Fund	5 517	0,58
2025-05-30	NP	SCXIX - Simt Core Fixed Income Fund Class I	759	1,20
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class	149	0,68
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	61 607	−3,72
2025-03-31	NP	John Hancock Income Securities Trust	289	−0,35
2025-08-25	NP	ABALX - AMERICAN BALANCED FUND Class A	21 228	0,59
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	149	0,68
2025-08-28	NP	STFBX - State Farm Balanced Fund	106	0,95
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	241
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	83	164,52
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	1 015	1,40
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	280	0,36
2025-08-26	NP	IIBPX - Voya Intermediate Bond Portfolio Class ADV	176	−9,74
2025-04-28	NP	JMABX - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio	1 390	−17,46
2025-05-30	NP	PIGIX - PIMCO Investment Grade Credit Bond Fund Institutional	4 432	1,19
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	191	92,93
2025-06-26	NP	LUBIX - Thrivent Income Fund Class A	1 805	1,41
2025-08-25	NP	IIBOX - Voya Intermediate Bond Fund Class R	1 526	−11,12
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	185	0,54
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	111	0,00
2025-03-31	NP	SVBAX - Balanced Fund Class A	2 589	−0,35
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	218	0,46
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	393	−63,19
2025-06-24	NP	MIXIX - MainStay Short Term Bond Fund Class I	414	1,23
2025-06-30	NP	AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6	4 130	1,42
2025-08-26	NP	ILUAX - Voya U.S. Bond Index Portfolio Class ADV	82	0,00
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB	297	0,68
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	212	1,44
2025-08-26	NP	FKINX - Franklin Income Fund Class A1	42 455	0,59
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	8 263	−8,66
2025-05-27	NP	MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class	2 052	1,18
2025-04-01	NP	AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6	209	−0,48
2025-03-31	NP	JHCP - John Hancock Core Plus Bond ETF	100
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	254	0,40
2025-04-29	NP	SCOAX - Siit Core Fixed Income - Class A	1 909	0,16
2025-08-22	NP	Variable Insurance Products Fund V - Bond Index Portfolio Initial Class	64	0,00
2025-08-28	NP	PTUIX - PIMCO Total Return Fund IV Institutional Class	212	0,47
2025-07-25	NP	CTRZX - Multi-Manager Total Return Bond Strategies Fund Institutional Class	466	−13,06
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	2 568	0,59
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	11 665	1,49
2025-08-25	NP	ABNDX - BOND FUND OF AMERICA Class A	5 307	0,59
2025-06-24	NP	MBNAX - MainStay Balanced Fund Class A	499	1,43
2025-04-28	NP	TAUSX - John Hancock Investment Grade Bond Fund Class A	3 186	−24,11
2025-08-27	NP	VMSAX - Vanguard Multi-Sector Income Bond Fund Admiral Shares	74	1,37
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	324	1,25
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	372	0,54
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	486	0,21
2025-08-26	NP	Master Investment Portfolio II - CoreAlpha Bond Master Portfolio	380	49,80
2025-08-26	NP	Franklin Templeton ETF Trust - Franklin Income Focus ETF	531	0,57
2025-08-29	NP	AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II	1 769	0,57
2025-06-30	NP	PIAFX - Invesco Multi-Asset Income Fund Class A	531	1,34
2025-05-28	NP	THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A	1 899	1,17
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	1 367	−5,47
2025-08-27	NP	VPLS - Vanguard Core-Plus Bond ETF ETF Shares	16	0,00
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	212	0,48
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	637	3,08
2025-07-30	NP	SHAG - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A	11	0,00
2025-08-28	NP	DODIX - Dodge & Cox Income Fund	189 455	0,59
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	211	17,88
2025-05-19	NP	MSDYX - Mercer Short Duration Fixed Income Fund Class Y-3	9	−47,06
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	1 066	0,66
2025-08-25	NP	PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1	159	0,63
2025-07-22	NP	GSIG - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF	23	0,00
2025-08-25	NP	IASBX - Voya Short Term Bond Fund Class A	206	0,49

US808513CJ29 - Charles Schwab Corp. (The) Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik

Institutionellt ägande och aktieägare

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13F- och NPORT-arkiveringar