US808513BZ79 - Charles Schwab Corp/The Ações - Preço das Ações, Propriedade Institucional, Acionistas

Estatísticas Básicas
Proprietários Institucionais 0 total, 0 long only, 0 short only, 0 long/short - change of -5.88% MRQ
Alocação Média no Portfólio 0.3271 % - change of 0.47% MRQ
Propriedade Institucional e Acionistas

Charles Schwab Corp/The (US:US808513BZ79) tem 0 proprietários e acionistas institucionais que enviaram os formulários 13D/G ou 13F para a Comissão de Valores Mobiliários (SEC). Os maiores acionistas incluem .

Charles Schwab Corp/The (US808513BZ79) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.

US808513BZ79 / Charles Schwab Corp/The - 1.205532% 2027-03-03 Institutional Ownership
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Arquivamentos 13F e NPORT

Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
2025-08-22 NP DSEEX - DoubleLine Shiller Enhanced CAPE Class I 1,469 -3.42
2025-09-25 NP DUSB - Dimensional Ultrashort Fixed Income ETF 5,145 6.68
2025-08-27 NP MYFRX - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 18,141 13.83
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
2025-09-25 NP DFSB - Dimensional Global Sustainability Fixed Income ETF 303 0.33
2025-09-25 NP DFCF - Dimensional Core Fixed Income ETF 4,079 0.39
2025-09-25 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 15,133 0.40
2025-05-30 NP DBFRX - DoubleLine Floating Rate Fund Class I 2,019 -0.15
2025-09-25 NP DFGP - Dimensional Global Core Plus Fixed Income ETF 404 0.50
2025-09-24 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 15,100 0.41
2025-08-22 NP DBLSX - DoubleLine Low Duration Bond Fund Class I 2,593 -0.15
2025-09-24 NP FLTR - VanEck Vectors Investment Grade Floating Rate ETF 4,465 -6.96
2025-09-25 NP DGCB - Dimensional Global Credit ETF 890 0.34
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
2025-09-25 NP SMAMX - ALPS/Smith Total Return Bond Fund Class A 9,517 0.40
2025-08-26 NP NUSFX - Northern Ultra-short Fixed Income Fund 20,157 -0.15
2025-09-25 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 4,035 0.40
2025-09-25 NP SMASX - ALPS/Smith Short Duration Bond Fund Class A 2,493 0.40
2025-09-25 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 4,130 0.41
2025-09-25 NP DFSD - Dimensional Short-Duration Fixed Income ETF 9,555 10.30
2025-08-25 NP RSDIX - RBC Short Duration Fixed Income Fund Class I 393 -0.25
2025-09-25 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 5,371 0.41
2025-09-25 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 6,558 0.40
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
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