Topp 23 gemensamma fonder med SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
Denna sida visar alla gemensamma fonder som har rapporterat positioner i SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF. Gröna rader indikerar nya 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 (%) |
2025-08-25 |
NP |
SWYDX - Schwab Target 2025 Index Fund
|
|
|
|
852 041 |
4,12 |
18 029 |
2,43 |
|
2025-08-25 |
NP |
SWG1Z - Schwab VIT Growth Portfolio
|
|
|
|
464 950 |
3,58 |
9 838 |
1,90 |
|
2025-08-25 |
NP |
SWYMX - Schwab Target 2050 Index Fund
|
|
|
|
2 917 648 |
9,71 |
61 737 |
7,93 |
|
2025-08-25 |
NP |
SWC1Z - Schwab VIT Balanced with Growth Portfolio
|
|
|
|
360 075 |
2,58 |
7 619 |
0,91 |
|
2025-06-24 |
NP |
SWCGX - Schwab MarketTrack Conservative Portfolio Investor Shares
|
|
|
|
177 522 |
−3,98 |
3 733 |
−4,84 |
|
2025-08-25 |
NP |
SWYLX - Schwab Target 2020 Index Fund
|
|
|
|
371 890 |
1,38 |
7 869 |
−0,27 |
|
2025-08-25 |
NP |
SWB1Z - Schwab VIT Balanced Portfolio
|
|
|
|
124 648 |
2,95 |
2 638 |
1,27 |
|
2025-08-25 |
NP |
SWYJX - Schwab Target 2055 Index Fund
|
|
|
|
1 999 495 |
11,02 |
42 309 |
9,21 |
|
2025-06-26 |
NP |
MSTGX - Morningstar Global Income Fund
|
|
|
|
73 125 |
0,00 |
1 538 |
−0,90 |
|
2025-06-26 |
NP |
MSTQX - Morningstar U.S. Equity Fund
|
|
|
|
759 452 |
0,00 |
15 971 |
−0,89 |
|
2025-08-25 |
NP |
SWYGX - Schwab Target 2040 Index Fund
|
|
|
|
2 979 746 |
8,54 |
63 051 |
6,77 |
|
2025-08-25 |
NP |
SWYAX - Schwab Target 2010 Index Fund
|
|
|
|
60 928 |
4,94 |
1 289 |
3,29 |
|
2025-06-24 |
NP |
SWEGX - Schwab MarketTrack All Equity Portfolio Investor Shares
|
|
|
|
2 138 775 |
−2,98 |
44 978 |
−3,85 |
|
2025-06-26 |
NP |
MSTSX - Morningstar Unconstrained Allocation Fund
|
|
|
|
284 131 |
−7,41 |
5 975 |
−8,23 |
|
2025-08-25 |
NP |
SWYBX - Schwab Target 2015 Index Fund
|
|
|
|
104 276 |
4,01 |
2 206 |
2,32 |
|
2025-08-25 |
NP |
SWYOX - Schwab Target 2065 Index Fund
|
|
|
|
671 001 |
15,39 |
14 198 |
13,51 |
|
2025-08-25 |
NP |
SWYNX - Schwab Target 2060 Index Fund
|
|
|
|
2 361 934 |
10,94 |
49 979 |
9,14 |
|
2025-06-24 |
NP |
SWHGX - Schwab MarketTrack Growth Portfolio Investor Shares
|
|
|
|
1 725 311 |
−3,62 |
36 283 |
−4,49 |
|
2025-08-25 |
NP |
SWYFX - Schwab Target 2035 Index Fund
|
|
|
|
2 349 484 |
8,31 |
49 715 |
6,55 |
|
2025-06-24 |
NP |
SWBGX - Schwab MarketTrack Balanced Portfolio Investor Shares
|
|
|
|
788 902 |
−5,29 |
16 591 |
−6,14 |
|
2025-06-25 |
NP |
WMMRX - Wilmington Real Asset Fund Class A Shares
|
|
|
|
1 046 400 |
0,00 |
22 006 |
−0,90 |
|
2025-08-25 |
NP |
SWYHX - Schwab Target 2045 Index Fund
|
|
|
|
2 048 782 |
8,64 |
43 352 |
6,87 |
|
2025-08-25 |
NP |
SWYEX - Schwab Target 2030 Index Fund
|
|
|
|
2 512 385 |
7,08 |
53 162 |
5,34 |
|