US8085094428 - Schwab Fundamental US Large Company Index Fund Akcje - cena akcji, własność instytucjonalna, akcjonariusze

Podstawowe statystyki

Właściciele instytucjonalni	20 total, 20 long only, 0 short only, 0 long/short - change of 0,00% MRQ
Średnia alokacja portfela	4.4570 % - change of 2,76% MRQ

Akcje instytucjonalne (długie)	17 976 590 (ex 13D/G) - change of 0,40MM shares 2,29% MRQ
Wartość instytucjonalna (długa)	$ 527 469 USD ($1000)

Własność instytucjonalna i akcjonariusze

Schwab Fundamental US Large Company Index Fund (US:US8085094428) posiada 20 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 17,976,590 akcji. Do największych akcjonariuszy należą 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) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.

US8085094428 / Schwab Fundamental US Large Company Index Fund Institutional Ownership

Zgłoszenia 13F i NPORT

Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.

Aktualizacja aby odblokować dane premium i eksportować do Excela Premium Registration Required .

Data wejścia w życie :

Data pliku	Źródło	Inwestor	Akcje	Akcje; Δ (%)	Zgłoszono Wartość ($1000)	Wartość; Δ (%)
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

US8085094428 - Schwab Fundamental US Large Company Index Fund Akcje - cena akcji, własność instytucjonalna, akcjonariusze

Podstawowe statystyki

Własność instytucjonalna i akcjonariusze

AI+ Ask Fintel’s AI assistant about Schwab Fundamental US Large Company Index Fund.

Zgłoszenia 13F i NPORT