US80850L7266 - Schwab U.S. Mid-Cap Index Fund Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre

Basisstatistiken
Institutionelle Eigentümer 14 total, 14 long only, 0 short only, 0 long/short - change of -12,50% MRQ
Durchschnittliche Portfolioallokation 1.8422 % - change of 26,29% MRQ
Institutionelle Aktien (Long) 1.319.477 (ex 13D/G) - change of -0,00MM shares -0,36% MRQ
Institutioneller Wert (Long) $ 93.312 USD ($1000)
Institutioneller Eigentümerschaft und Aktionäre

Schwab U.S. Mid-Cap Index Fund (US:US80850L7266) hat 14 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 1,319,477 Aktien. Die größten Aktionäre sind SWERX - Schwab Target 2040 Fund, SWDRX - Schwab Target 2030 Fund, eCIO, Inc., SWIRX - Schwab Target 2035 Fund, SWNRX - Schwab Target 2050 Fund, SWHRX - Schwab Target 2025 Fund, SWMRX - Schwab Target 2045 Fund, SWORX - Schwab Target 2055 Fund, SWCRX - Schwab Target 2020 Fund, and SWPRX - Schwab Target 2060 Fund .

Schwab U.S. Mid-Cap Index Fund (US80850L7266) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.

US80850L7266 / Schwab U.S. Mid-Cap Index Fund Institutional Ownership
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13F und NPORT Einreichungen

Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
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 92.418 0,00 6.553 11,69
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 210.502 -6,09 14.927 4,88
2025-07-17 13F Vermillion Wealth Management, Inc. 0 -100,00 0
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 307.365 0,00 21.795 11,69
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 65.022 0,00 4.611 11,68
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 8.938 -6,22 634 4,63
2025-09-24 NP SWQRX - Schwab Target 2065 Fund 9.702 8,29 688 20,95
2025-08-06 13F Twin Capital Management Inc 0 -100,00 0
2025-08-08 13F eCIO, Inc. 180.874 6,26 12.592 15,28
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 92.955 0,00 6.591 11,69
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 7.334 0,00 520 11,83
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 30.132 10,60 2.137 23,54
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 68.135 0,00 4.831 11,70
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 87.494 0,00 6.204 11,70
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 148.837 0,00 10.554 11,69
2025-07-29 13F Dumont & Blake Investment Advisors Llc 9.769 1,60 680 10,39
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