US8085176928 - Schwab Short-Term Bond Index Fund Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik
Institutionella ägare 16 total, 16 long only, 0 short only, 0 long/short - change of −5,88% MRQ
Genomsnittlig portföljallokering 2.8926 % - change of 0,94% MRQ
Institutionella aktier (lång) 16 698 935 (ex 13D/G) - change of −1,33MM shares −7,37% MRQ
Institutionellt värde (lång) $ 161 534 USD ($1000)
Institutionellt ägande och aktieägare

Schwab Short-Term Bond Index Fund (US:US8085176928) har 16 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 16,698,935 aktier. Största aktieägare inkluderar SWDRX - Schwab Target 2030 Fund, SWHRX - Schwab Target 2025 Fund, SWERX - Schwab Target 2040 Fund, SWCRX - Schwab Target 2020 Fund, SWIRX - Schwab Target 2035 Fund, SWBGX - Schwab MarketTrack Balanced Portfolio Investor Shares, SWMRX - Schwab Target 2045 Fund, SWGRX - Schwab Target 2015 Fund, SWBRX - Schwab Target 2010 Fund, and SWNRX - Schwab Target 2050 Fund .

Schwab Short-Term Bond Index Fund (US8085176928) 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%.

US8085176928 / Schwab Short-Term Bond 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.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-06-24 NP SWBGX - Schwab MarketTrack Balanced Portfolio Investor Shares 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 599 456 −3,81 5 803 −2,50
2025-08-14 13F C M Bidwell & Associates Ltd 9 537 −69,81 92 −69,74
2025-06-24 NP SWCGX - Schwab MarketTrack Conservative Portfolio Investor Shares 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 199 029 −4,59 1 927 −3,31
2025-06-24 NP SWQRX - Schwab Target 2065 Fund 14 104 1,01 137 2,26
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 2 936 174 −2,19 28 422 −0,86
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 386 407 −3,17 3 740 −1,84
2025-08-12 13F Coston, McIsaac & Partners 10 717 −8,21 0
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 4 505 256 1,37 43 611 2,75
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 303 440 13,41 2 937 14,95
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 2 230 697 −2,05 21 593 −0,72
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 1 957 082 4,91 18 945 6,34
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 466 279 12,71 4 514 14,25
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 150 685 1,01 1 459 2,39
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 2 541 200 4,54 24 599 5,96
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 49 549 10,21 480 11,66
2025-07-17 13F Vermillion Wealth Management, Inc. 0 −100,00 0
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 339 323 −8,15 3 285 −6,92
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