US8085094428 - Schwab Fundamental US Large Company Index Fund Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază
Proprietari instituționali 20 total, 20 long only, 0 short only, 0 long/short - change of 0,00% MRQ
Alocarea medie a portofoliului 4.4570 % - change of 2,76% MRQ
Acțiuni instituționale (lung) 17.976.590 (ex 13D/G) - change of 0,40MM shares 2,29% MRQ
Valoare instituțională (lungă) $ 527.469 USD ($1000)
Proprietatea instituțională și acționarii

Schwab Fundamental US Large Company Index Fund (US:US8085094428) are 20 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 17,976,590 acțiuni. Cei mai mari acționari includ SWEGX - Schwab MarketTrack All Equity Portfolio Investor Shares, SWHGX - Schwab MarketTrack Growth Portfolio Investor Shares, SWERX - Schwab Target 2040 Fund, SWBGX - Schwab MarketTrack Balanced Portfolio Investor Shares, SWDRX - Schwab Target 2030 Fund, SWIRX - Schwab Target 2035 Fund, Fulton Bank, N.a., SWNRX - Schwab Target 2050 Fund, SWMRX - Schwab Target 2045 Fund, and SWORX - Schwab Target 2055 Fund .

Schwab Fundamental US Large Company Index Fund (US8085094428) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.

US8085094428 / Schwab Fundamental US Large Company Index Fund Institutional Ownership
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Depuneri 13F și NPORT

Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.

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Data fișierului Sursă Investitor Tip Preț mediu
(Est)
Acțiuni Δ Acțiuni
(%)
Raportat
Valoare
(1000 USD)
Valoarea Δ
(%)
Port Alloc
(%)
2025-09-24 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 487.737 4,29 14.315 13,37
2025-09-24 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 27.160 0,00 797 8,73
2025-07-10 13F Fulton Bank, N.a. 615.823 10,67 17.964 15,71
2025-07-15 13F West Oak Capital, LLC 573 0,00 0
2025-09-24 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 599.983 9,61 17.610 19,15
2025-09-24 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 340.728 0,00 10.000 8,71
2025-09-24 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 216.924 10,59 6.367 20,20
2025-09-24 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 826.874 0,00 24.269 8,70
2025-09-24 NP SWEGX - Schwab MarketTrack All Equity 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 4.583.927 3,92 134.538 12,97
2025-07-23 13F First Merchants Corp 31.128 -1,58 908 2,83
2025-09-24 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 4.064.247 2,15 119.286 11,04
2025-09-24 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 1.023.084 0,00 30.028 8,70
2025-09-24 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 1.967.740 0,00 57.753 8,71
2025-09-24 NP SWQRX - Schwab Target 2065 Fund 69.436 9,80 2.038 19,33
2025-05-09 13F Fairfield Financial Advisors, LTD 0 -100,00 0
2025-09-24 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 1.840.190 0,44 54.010 9,19
2025-09-24 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 34.255 -4,89 1.005 3,40
2025-08-13 13F Luminist Capital LLC 0 -100,00 0
2025-09-24 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 224.165 -3,88 6.579 4,49
2025-08-14 13F/A Skopos Labs, Inc. 2.841 83
2025-09-24 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 615.790 0,00 18.073 8,70
2025-09-24 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 403.985 -3,36 11.857 5,04
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