US808513BZ79 - Charles Schwab Corp/The Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre

Basisstatistiken

Institutionelle Eigentümer	0 total, 0 long only, 0 short only, 0 long/short - change of 0,00% MRQ
Durchschnittliche Portfolioallokation	0.3273 % - change of -4,93% MRQ

Institutioneller Eigentümerschaft und Aktionäre

Charles Schwab Corp/The (US:US808513BZ79) hat 0 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Die größten Aktionäre sind .

Charles Schwab Corp/The (US808513BZ79) 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.

US808513BZ79 / Charles Schwab Corp/The - 1.205532% 2027-03-03 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	Gemeldeter Wert ($1000)	Δ Wert (%)
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