US808513BF16 - Charles Schwab Corp/The Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre

Basisstatistiken

Institutionelle Eigentümer	2 total, 2 long only, 0 short only, 0 long/short - change of -23,44% MRQ
Durchschnittliche Portfolioallokation	0.0795 % - change of 4,03% MRQ

Institutionelle Aktien (Long)	1.550.000 (ex 13D/G) - change of -1,96MM shares -55,78% MRQ
Institutioneller Wert (Long)	$ 1.498 USD ($1000)

Institutioneller Eigentümerschaft und Aktionäre

Charles Schwab Corp/The (US:US808513BF16) hat 2 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 1,550,000 Aktien. Die größten Aktionäre sind MXBIX - Great-West Bond Index Fund Investor Class, and TIIUX - Core Fixed Income Fund .

Charles Schwab Corp/The (US808513BF16) 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.

US808513BF16 / Charles Schwab Corp/The - 90.0% 2026-03-11 Institutional Ownership

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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Datum des Inkrafttretens :

Datei Datum	Quelle	Anleger	Aktien	Δ Aktien (%)	Gemeldeter Wert ($1000)	Δ Wert (%)
2025-06-26	NP	SLQD - iShares 0-5 Year Investment Grade Corporate 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			1.063	-0,75
2025-08-27	NP	AAHYX - Thrivent Diversified Income Plus Fund Class A			249	0,81
2025-06-27	NP	BBBMX - BBH Limited Duration Fund Class N Shares			1.854	1,04
2025-04-25	NP	VCEB - Vanguard ESG U.S. Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group 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			198	1,03
2025-05-28	NP	VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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			21.534	1,03
2025-04-24	NP	AGG - iShares Core U.S. Aggregate 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			6.952	0,94
2025-06-26	NP	IBDR - iShares iBonds Dec 2026 Term Corporate 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			6.293	2,59
2025-07-30	NP	SHAG - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A			10	0,00
2025-05-28	NP	VBISX - Vanguard Short-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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			3.566	1,02
2025-04-24	NP	EUSB - iShares ESG Advanced Total USD Bond Market 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			67	1,52
2025-06-26	NP	BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 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			19	0,00
2025-03-27	NP	BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 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			885	1,14
2025-06-26	NP	AAINX - Thrivent Opportunity Income Plus Fund Class A			315	0,96
2025-08-08	13F	eCIO, Inc.	0	-100,00	0
2025-03-27	NP	ISTB - iShares Core 1-5 Year USD 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			430	1,18
2025-08-28	NP	KCSH - KraneShares Sustainable Ultra Short Duration Index ETF			582
2025-03-27	NP	QLTA - iShares Aaa - A Rated Corporate 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			433	1,17
2025-04-22	NP	GSIG - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF			21	-25,00
2025-04-25	NP	VSCSX - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group 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			12.304	-25,72
2025-04-24	NP	SWSBX - Schwab Short-Term Bond Index 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			164	-2,40
2025-04-24	NP	GVI - iShares Intermediate Government/Credit 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			342	1,18
2025-04-25	NP	PNIIX - Bond Market Index Fund Institutional Class			386	1,05
2025-07-24	NP	FIBUX - Fidelity Flex U.S. Bond Index Fund 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			447	0,90
2025-05-21	NP	SCHZ - Schwab U.S. Aggregate Bond ETF 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			353	0,86
2025-04-24	NP	SWAGX - Schwab U.S. Aggregate Bond Index 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			193	1,05
2025-04-24	NP	IGSB - iShares Short-Term Corporate 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			7.163	1,07
2025-06-26	NP	NUSB - Nuveen Ultra Short Income ETF			2.024	1,05
2025-07-29	NP	BSCQ - Invesco BulletShares 2026 Corporate Bond 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			10.435	-0,08
2025-04-24	NP	SUSB - iShares ESG 1-5 Year USD Corporate 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			134	0,76
2025-04-29	NP	AGGY - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A			292	1,04
2025-05-28	NP	VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio This fund is a listed as child fund of Vanguard Group 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			290	1,05
2025-05-28	NP	MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio			279	1,09
2025-05-28	NP	VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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			15.928	1,03
2025-04-25	NP	FNSOX - Fidelity Short-Term Bond Index Fund 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			906	1,12
2025-05-28	NP	VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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			967	1,05
2025-03-25	NP	BKAG - BNY Mellon Core Bond ETF			194	1,57
2025-03-19	NP	GBIAX - Nationwide Bond Index Fund Class A			96	1,05
2025-04-28	NP	JSNRX - John Hancock Short Duration Bond Fund Class NAV			3.375	1,08
2025-05-16	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y			164	1,23
2025-05-21	NP	SCHJ - Schwab 1-5 Year Corporate Bond ETF 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			174	1,16
2025-07-24	NP	FIFZX - Fidelity Series Bond Index Fund 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			3.793	0,85
2025-06-30	NP	VUSFX - Vanguard Ultra-Short-Term Bond Fund Admiral Shares This fund is a listed as child fund of Vanguard Group 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			5.555	1,04
2025-05-22	NP	MXBIX - Great-West Bond Index Fund Investor Class	1.500.000	0,00	1.450	1,12
2025-08-26	NP	ILUAX - Voya U.S. Bond Index Portfolio Class ADV			72	1,41
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A			86	0,00
2025-04-22	NP	GIGB - Goldman Sachs Access Investment Grade Corporate Bond ETF			1.541	0,52
2025-08-27	NP	VUSB - Vanguard Ultra-Short Bond ETF ETF Shares			12.547	3.495,13
2025-06-27	NP	CSTBX - Calamos Short-Term Bond Fund Class A			243	0,83
2025-04-28	NP	TIIUX - Core Fixed Income Fund	50.000	0,00	48	2,13
2025-06-26	NP	AABFX - Thrivent Balanced Income Plus Fund Class A			81	1,27