I migliori fondi comuni di investimento 23 con SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF (ARCA)

Schwab Strategic Trust - Schwab U.S. REIT ETF
US ˙ ARCA ˙ US8085248479

I migliori fondi comuni di investimento 23 con SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF

Questa pagina mostra tutti i fondi comuni di investimento che hanno riportato posizioni in SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-08-25 NP SWYDX - Schwab Target 2025 Index 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 852.041 4,12 18.029 2,43
2025-08-25 NP SWG1Z - Schwab VIT Growth Portfolio 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 464.950 3,58 9.838 1,90
2025-08-25 NP SWYMX - Schwab Target 2050 Index 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 2.917.648 9,71 61.737 7,93
2025-08-25 NP SWC1Z - Schwab VIT Balanced with Growth Portfolio 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 360.075 2,58 7.619 0,91
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 177.522 -3,98 3.733 -4,84
2025-08-25 NP SWYLX - Schwab Target 2020 Index 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 371.890 1,38 7.869 -0,27
2025-08-25 NP SWB1Z - Schwab VIT Balanced Portfolio 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 124.648 2,95 2.638 1,27
2025-08-25 NP SWYJX - Schwab Target 2055 Index 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 1.999.495 11,02 42.309 9,21
2025-06-26 NP MSTGX - Morningstar Global Income Fund 73.125 0,00 1.538 -0,90
2025-06-26 NP MSTQX - Morningstar U.S. Equity Fund 759.452 0,00 15.971 -0,89
2025-08-25 NP SWYGX - Schwab Target 2040 Index 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 2.979.746 8,54 63.051 6,77
2025-08-25 NP SWYAX - Schwab Target 2010 Index 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 60.928 4,94 1.289 3,29
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 2.138.775 -2,98 44.978 -3,85
2025-06-26 NP MSTSX - Morningstar Unconstrained Allocation Fund 284.131 -7,41 5.975 -8,23
2025-08-25 NP SWYBX - Schwab Target 2015 Index 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 104.276 4,01 2.206 2,32
2025-08-25 NP SWYOX - Schwab Target 2065 Index Fund 671.001 15,39 14.198 13,51
2025-08-25 NP SWYNX - Schwab Target 2060 Index 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 2.361.934 10,94 49.979 9,14
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 1.725.311 -3,62 36.283 -4,49
2025-08-25 NP SWYFX - Schwab Target 2035 Index 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 2.349.484 8,31 49.715 6,55
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 788.902 -5,29 16.591 -6,14
2025-06-25 NP WMMRX - Wilmington Real Asset Fund Class A Shares 1.046.400 0,00 22.006 -0,90
2025-08-25 NP SWYHX - Schwab Target 2045 Index 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 2.048.782 8,64 43.352 6,87
2025-08-25 NP SWYEX - Schwab Target 2030 Index 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 2.512.385 7,08 53.162 5,34
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