US808513BZ79 - Charles Schwab Corp/The Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti

Statistiche di base

Proprietari istituzionali	0 total, 0 long only, 0 short only, 0 long/short - change of 0,00% MRQ
Allocazione media del portafoglio	0.3273 % - change of -4,93% MRQ

Proprietà istituzionale e azionisti

Charles Schwab Corp/The (US:US808513BZ79) ha 0 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). I maggiori azionisti includono .

(Charles Schwab Corp/The (US808513BZ79) 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%.

US808513BZ79 / Charles Schwab Corp/The - 1.205532% 2027-03-03 Institutional Ownership

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.

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Data effettiva :

Data di deposito	Fonte	Investitore	Valore dichiarato ($ 1000)	Δ Valore (%)
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