US8085098551 - Schwab S&P 500 Index Fund Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti

Statistiche di base
Proprietari istituzionali 27 total, 27 long only, 0 short only, 0 long/short - change of 0,00% MRQ
Allocazione media del portafoglio 12.9607 % - change of 3,20% MRQ
Azioni istituzionali (Long) 16.837.950 (ex 13D/G) - change of -0,40MM shares -2,31% MRQ
Valore istituzionale (Long) $ 1.636.064 USD ($1000)
Proprietà istituzionale e azionisti

Schwab S&P 500 Index Fund (US:US8085098551) ha 27 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 16,837,950 azioni. I maggiori azionisti includono SWEGX - Schwab MarketTrack All Equity Portfolio Investor Shares, SWERX - Schwab Target 2040 Fund, SWHGX - Schwab MarketTrack Growth Portfolio Investor Shares, SWDRX - Schwab Target 2030 Fund, SWIRX - Schwab Target 2035 Fund, SWBGX - Schwab MarketTrack Balanced Portfolio Investor Shares, SWNRX - Schwab Target 2050 Fund, SWMRX - Schwab Target 2045 Fund, SWHRX - Schwab Target 2025 Fund, and SWORX - Schwab Target 2055 Fund .

(Schwab S&P 500 Index Fund (US8085098551) 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%.

US8085098551 / Schwab S&P 500 Index Fund Institutional Ownership
AI+ Ask Fintel’s AI assistant about Schwab S&P 500 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
(%)
2025-05-27 NP EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 1.147 271,20 99 266,67
2025-05-27 NP EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 74.256 77,79 6.417 70,19
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 720.902 0,00 70.656 14,20
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 2.467.760 -3,54 241.865 10,16
2025-05-29 NP Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares 16.064 78,25 1.388 70,73
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 264.745 -9,12 25.948 3,79
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 1.218.667 -1,11 119.442 12,94
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 2.535.543 0,00 248.509 14,20
2025-05-29 NP SIRAX - Sierra Tactical All Asset Fund Class A 426.473 0,00 36.852 -4,28
2025-05-27 NP EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 4.296 133,48 371 123,49
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 62.600 -14,31 6.135 -2,14
2025-05-27 NP EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 80.219 23,68 6.932 18,38
2025-09-24 NP SWQRX - Schwab Target 2065 Fund 67.750 6,81 6.640 21,99
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 51.895 -0,41 5.086 13,73
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 519.817 2,60 50.947 17,18
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 2.824.952 -2,55 276.874 11,30
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 1.149.933 -5,09 112.705 8,39
2025-05-27 NP EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 41.256 54,12 3.565 47,52
2025-05-29 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class 66.281 0,00 5.727 -4,28
2025-05-29 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class 483.319 0,00 41.764 -4,28
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 691.372 0,00 67.761 14,20
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 1.764.193 -3,61 172.909 10,08
2025-05-29 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class 26.928 0,00 2.327 -4,28
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 626.761 -7,57 61.429 5,55
2025-05-27 NP EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 4.709 69,33 407 61,75
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 216.279 4,69 21.198 19,57
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 429.833 -6,66 42.128 6,60
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