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.
Esegui l'upgrade per sbloccare 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 (%) |
2025-08-25 |
NP |
SWYDX - Schwab Target 2025 Index Fund
|
|
|
|
852.041 |
4,12 |
18.029 |
2,43 |
|
2025-08-25 |
NP |
SWG1Z - Schwab VIT Growth Portfolio
|
|
|
|
464.950 |
3,58 |
9.838 |
1,90 |
|
2025-08-25 |
NP |
SWYMX - Schwab Target 2050 Index Fund
|
|
|
|
2.917.648 |
9,71 |
61.737 |
7,93 |
|
2025-08-25 |
NP |
SWC1Z - Schwab VIT Balanced with Growth Portfolio
|
|
|
|
360.075 |
2,58 |
7.619 |
0,91 |
|
2025-06-24 |
NP |
SWCGX - Schwab MarketTrack Conservative Portfolio Investor Shares
|
|
|
|
177.522 |
-3,98 |
3.733 |
-4,84 |
|
2025-08-25 |
NP |
SWYLX - Schwab Target 2020 Index Fund
|
|
|
|
371.890 |
1,38 |
7.869 |
-0,27 |
|
2025-08-25 |
NP |
SWB1Z - Schwab VIT Balanced Portfolio
|
|
|
|
124.648 |
2,95 |
2.638 |
1,27 |
|
2025-08-25 |
NP |
SWYJX - Schwab Target 2055 Index Fund
|
|
|
|
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
|
|
|
|
2.979.746 |
8,54 |
63.051 |
6,77 |
|
2025-08-25 |
NP |
SWYAX - Schwab Target 2010 Index Fund
|
|
|
|
60.928 |
4,94 |
1.289 |
3,29 |
|
2025-06-24 |
NP |
SWEGX - Schwab MarketTrack All Equity Portfolio Investor Shares
|
|
|
|
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
|
|
|
|
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
|
|
|
|
2.361.934 |
10,94 |
49.979 |
9,14 |
|
2025-06-24 |
NP |
SWHGX - Schwab MarketTrack Growth Portfolio Investor Shares
|
|
|
|
1.725.311 |
-3,62 |
36.283 |
-4,49 |
|
2025-08-25 |
NP |
SWYFX - Schwab Target 2035 Index Fund
|
|
|
|
2.349.484 |
8,31 |
49.715 |
6,55 |
|
2025-06-24 |
NP |
SWBGX - Schwab MarketTrack Balanced Portfolio Investor Shares
|
|
|
|
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
|
|
|
|
2.048.782 |
8,64 |
43.352 |
6,87 |
|
2025-08-25 |
NP |
SWYEX - Schwab Target 2030 Index Fund
|
|
|
|
2.512.385 |
7,08 |
53.162 |
5,34 |
|