US8085098304 - Schwab International Index Fund Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti

Statistiche di base
Proprietari istituzionali 11 total, 11 long only, 0 short only, 0 long/short - change of -15,38% MRQ
Allocazione media del portafoglio 4.1055 % - change of 19,38% MRQ
Azioni istituzionali (Long) 13.202.398 (ex 13D/G) - change of -1,34MM shares -9,23% MRQ
Valore istituzionale (Long) $ 335.415 USD ($1000)
Proprietà istituzionale e azionisti

Schwab International Index Fund (US:US8085098304) ha 11 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 13,202,398 azioni. I maggiori azionisti includono SWEGX - Schwab MarketTrack All Equity Portfolio Investor Shares, SWHGX - Schwab MarketTrack Growth Portfolio Investor Shares, SWBGX - Schwab MarketTrack Balanced Portfolio Investor Shares, SWCGX - Schwab MarketTrack Conservative Portfolio Investor Shares, North Star Asset Management Inc, Coston, McIsaac & Partners, Financial Gravity Companies, Inc., Sofos Investments, Inc., Westside Investment Management, Inc., and Financially Speaking Inc .

(Schwab International Index Fund (US8085098304) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.

US8085098304 / Schwab International Index Fund Institutional Ownership
AI+ Ask Fintel’s AI assistant about Schwab International Index Fund.
Thinking of good questions…
Depositi 13F e NPORT

Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

Esegui l'upgrade per sbloccare i dati premium ed esportarli in Excel .

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-08-08 13F Financial Gravity Companies, Inc. 584 0,00 16 15,38
2025-06-24 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 5.994.889 -8,51 152.330 -2,03
2025-07-24 13F Game Plan Financial Advisors, LLC 61 0,00 2 0,00
2025-08-12 13F North Star Asset Management Inc 11.787 0,00 321 11,85
2025-08-06 13F Twin Capital Management Inc 0 -100,00 0
2025-06-24 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 4.604.417 -9,27 116.998 -2,84
2025-07-17 13F Vermillion Wealth Management, Inc. 0 -100,00 0
2025-08-12 13F Coston, McIsaac & Partners 2.991 0,00 0
2025-08-07 13F Financially Speaking Inc 211 6
2025-08-08 13F eCIO, Inc. 0 -100,00 0
2025-08-05 13F Westside Investment Management, Inc. 257 0,00 7 0,00
2025-06-24 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 480.254 -9,30 12.203 -2,87
2025-06-24 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 2.106.363 -9,85 53.523 -3,47
2025-04-30 13F Sofos Investments, Inc. 584 3,18 14 7,69
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista