US8085177181 - Schwab U.S. Aggregate Bond Index Fund Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik
Institutionella ägare 21 total, 21 long only, 0 short only, 0 long/short - change of −4,55% MRQ
Genomsnittlig portföljallokering 16.5962 % - change of 6,47% MRQ
Institutionella aktier (lång) 139 700 136 (ex 13D/G) - change of −4,73MM shares −3,27% MRQ
Institutionellt värde (lång) $ 1 248 929 USD ($1000)
Institutionellt ägande och aktieägare

Schwab U.S. Aggregate Bond Index Fund (US:US8085177181) har 21 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 139,700,136 aktier. Största aktieägare inkluderar SWOBX - Schwab Balanced Fund Investor Shares, SWBGX - Schwab MarketTrack Balanced Portfolio Investor Shares, SWDRX - Schwab Target 2030 Fund, SWHGX - Schwab MarketTrack Growth Portfolio Investor Shares, SWCGX - Schwab MarketTrack Conservative Portfolio Investor Shares, SWHRX - Schwab Target 2025 Fund, SWERX - Schwab Target 2040 Fund, SWCRX - Schwab Target 2020 Fund, SWIRX - Schwab Target 2035 Fund, and SWLRX - Schwab Monthly Income Fund - Maximum Payout .

Schwab U.S. Aggregate Bond Index Fund (US8085177181) 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%.

US8085177181 / Schwab U.S. Aggregate 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.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
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 504 296 9,52 4 508 11,39
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 7 220 310 1,86 64 550 3,60
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 9 378 966 2,99 83 848 4,75
2025-07-17 13F Vermillion Wealth Management, Inc. 0 −100,00 0
2025-06-24 NP SWOBX - Schwab Balanced Fund 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 27 495 282 −6,58 245 808 −4,99
2025-08-25 NP SWLRX - Schwab Monthly Income Fund - Maximum Payout 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 1 686 963 2,95 15 098 3,18
2025-08-12 13F Coston, McIsaac & Partners 1 877 1,02 0
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 22 238 253 −3,85 198 810 −2,21
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 1 228 423 −8,24 10 982 −6,67
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 11 865 138 −3,87 106 074 −2,23
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 146 303 0,96 1 308 2,67
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 1 406 323 −4,56 12 573 −2,93
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 10 532 422 −2,68 94 160 −1,02
2025-06-24 NP SWQRX - Schwab Target 2065 Fund 11 042 −28,19 99 −27,41
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 16 722 007 1,03 149 495 2,76
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 7 951 950 −5,91 71 090 −4,30
2025-08-25 NP SWJRX - Schwab Monthly Income Fund - Moderate Payout 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 776 569 15,60 6 950 15,85
2025-06-24 NP SWHGX - Schwab MarketTrack Growth 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 16 617 239 −4,30 148 558 −2,67
2025-08-14 13F C M Bidwell & Associates Ltd 1 572 1,03 14 7,69
2025-08-25 NP SWKRX - Schwab Monthly Income Fund - Enhanced Payout 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 1 252 191 4,45 11 207 4,69
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 1 038 544 0,97 9 285 2,70
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 1 624 466 0,97 14 523 2,69
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