US808513BZ79 - Charles Schwab Corp/The Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază

Proprietari instituționali	0 total, 0 long only, 0 short only, 0 long/short - change of 0,00% MRQ
Alocarea medie a portofoliului	0.3273 % - change of -4,93% MRQ

Proprietatea instituțională și acționarii

Charles Schwab Corp/The (US:US808513BZ79) are 0 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Cei mai mari acționari includ .

Charles Schwab Corp/The (US808513BZ79) 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%.

US808513BZ79 / Charles Schwab Corp/The - 1.205532% 2027-03-03 Institutional Ownership

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.

Actualizare pentru a debloca date premium și a exporta în Excel Premium Registration Required .

Data efectivă :

Data fișierului	Sursă	Investitor	Raportat Valoare (1000 USD)	Valoarea Δ (%)
2025-08-22	NP	DSEEX - DoubleLine Shiller Enhanced CAPE Class I	1.469	-3,42
2025-04-24	NP	TMB - Thornburg Multi Sector Bond ETF	50
2025-08-27	NP	MYFRX - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y	18.141	13,83
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp 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	4.019	-0,47
2025-05-23	NP	TSIAX - Thornburg Strategic Income Fund - Class A	20.183	0,07
2025-08-27	NP	ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio	5.800	-0,22
2025-07-24	NP	FLDR - Fidelity Low Duration Bond Factor ETF 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	2.816	132,26
2025-07-30	NP	SMTH - ALPS \| Smith Core Plus Bond ETF	3.740	-0,48
2025-06-24	NP	RAVI - FlexShares Ready Access Variable Income Fund This fund is a listed as child fund of Northern Trust 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	6.531	-0,47
2025-06-26	NP	DFSD - Dimensional Short-Duration Fixed Income ETF	8.662	-0,48
2025-06-26	NP	DGCB - Dimensional Global Credit ETF	886	5,48
2025-06-26	NP	FLOT - iShares Floating Rate 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	15.039	-2,50
2025-05-30	NP	DBFRX - DoubleLine Floating Rate Fund Class I	2.019	-0,15
2025-06-25	NP	SMASX - ALPS/Smith Short Duration Bond Fund Class A	2.484	-0,48
2025-08-22	NP	DBLSX - DoubleLine Low Duration Bond Fund Class I	2.593	-0,15
2025-06-26	NP	DFGP - Dimensional Global Core Plus Fixed Income ETF	402	-0,50
2025-06-26	NP	DUSB - Dimensional Ultrashort Fixed Income ETF	4.823
2025-05-23	NP	THIFX - Thornburg Limited Term Income Fund - Class A	19.005	0,07
2025-06-30	NP	VRIG - Invesco Variable Rate Investment Grade ETF This fund is a listed as child fund of Invesco Ltd. 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	4.020	-0,47
2025-08-27	NP	JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A)	638	-2,45
2025-06-26	NP	TSIWX - Transamerica Short-Term Bond I2	452	-0,44
2025-08-26	NP	NUSFX - Northern Ultra-short Fixed Income Fund	20.157	-0,15
2025-06-25	NP	FLTR - VanEck Vectors Investment Grade Floating Rate ETF	4.799	-2,02
2025-06-26	NP	Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp 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	5.350	-0,48
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp 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	15.072	-0,48
2025-08-25	NP	RSDIX - RBC Short Duration Fixed Income Fund Class I	393	-0,25
2025-06-26	NP	DFCF - Dimensional Core Fixed Income ETF	4.062	7,49
2025-06-25	NP	SMAMX - ALPS/Smith Total Return Bond Fund Class A	9.479	-0,48
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp 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	4.114	-0,48
2025-06-26	NP	DFSB - Dimensional Global Sustainability Fixed Income ETF	301	-0,33
2025-07-29	NP	FIXD - First Trust TCW Opportunistic Fixed Income ETF This fund is a listed as child fund of First Trust Advisors Lp 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	5.392
2025-08-28	NP	FLRN - SPDR Bloomberg Barclays Investment Grade Floating Rate 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	5.278	-4,66
2025-08-25	NP	RUSIX - RBC Ultra-Short Fixed Income Fund Class I	1.314	-0,15