US808513BF16 - Charles Schwab Corp/The Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham

Statistik Dasar

Pemilik Institusi	2 total, 2 long only, 0 short only, 0 long/short - change of -23,44% MRQ
Alokasi Portofolio Rata-rata	0.0795 % - change of 4,03% MRQ

Saham Institusi (Long)	1.550.000 (ex 13D/G) - change of -1,96MM shares -55,78% MRQ
Nilai Institusi (Long)	$ 1.498 USD ($1000)

Kepemilikan Institusi dan Pemegang Saham

Charles Schwab Corp/The (US:US808513BF16) punya 2 pemilik institusi dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F ke Securities Exchange Commission (SEC). Institusi-institusi ini memiliki total 1,550,000 saham. Pemegang saham terbesar termasuk MXBIX - Great-West Bond Index Fund Investor Class, and TIIUX - Core Fixed Income Fund .

Charles Schwab Corp/The (US808513BF16) struktur kepemilikan institusi menunjukkan posisi saat ini di perusahaan menurut institusi dan dana, serta perubahan terkini dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, hedge funds, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang lebih dari 5% saham perusahaan dan bermaksud untuk secara aktif melakukan perubahan dalam strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

US808513BF16 / Charles Schwab Corp/The - 90.0% 2026-03-11 Institutional Ownership

Pengajuan 13F dan NPORT

Detail pengajuan 13F gratis. Detail pengajuan NP memerlukan keanggotaan premium. Baris hijau menunjukkan posisi baru. Baris merah menunjukkan posisi yang sudah ditutup. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.

Upgrade untuk membuka data premium dan mengekspor ke Excel Premium Registration Required .

Tanggal berlaku :

Tanggal Berkas	Sumber	Investor	Saham	Δ Saham (%)	Dilaporkan Nilai ($1000)	Δ Nilai (%)
2025-06-26	NP	SLQD - iShares 0-5 Year Investment Grade Corporate 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			1.063	-0,75
2025-08-27	NP	AAHYX - Thrivent Diversified Income Plus Fund Class A			249	0,81
2025-06-27	NP	BBBMX - BBH Limited Duration Fund Class N Shares			1.854	1,04
2025-04-25	NP	VCEB - Vanguard ESG U.S. Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group 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			198	1,03
2025-05-28	NP	VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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			21.534	1,03
2025-04-24	NP	AGG - iShares Core U.S. Aggregate 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			6.952	0,94
2025-06-26	NP	IBDR - iShares iBonds Dec 2026 Term Corporate 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			6.293	2,59
2025-07-30	NP	SHAG - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A			10	0,00
2025-05-28	NP	VBISX - Vanguard Short-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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			3.566	1,02
2025-04-24	NP	EUSB - iShares ESG Advanced Total USD Bond Market 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			67	1,52
2025-06-26	NP	BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 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			19	0,00
2025-03-27	NP	BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 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			885	1,14
2025-06-26	NP	AAINX - Thrivent Opportunity Income Plus Fund Class A			315	0,96
2025-08-08	13F	eCIO, Inc.	0	-100,00	0
2025-03-27	NP	ISTB - iShares Core 1-5 Year USD 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			430	1,18
2025-08-28	NP	KCSH - KraneShares Sustainable Ultra Short Duration Index ETF			582
2025-03-27	NP	QLTA - iShares Aaa - A Rated Corporate 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			433	1,17
2025-04-22	NP	GSIG - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF			21	-25,00
2025-04-25	NP	VSCSX - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group 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			12.304	-25,72
2025-04-24	NP	SWSBX - Schwab Short-Term Bond 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			164	-2,40
2025-04-24	NP	GVI - iShares Intermediate Government/Credit 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			342	1,18
2025-04-25	NP	PNIIX - Bond Market Index Fund Institutional Class			386	1,05
2025-07-24	NP	FIBUX - Fidelity Flex U.S. Bond Index Fund 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			447	0,90
2025-05-21	NP	SCHZ - Schwab U.S. Aggregate Bond ETF 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			353	0,86
2025-04-24	NP	SWAGX - Schwab U.S. Aggregate Bond 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			193	1,05
2025-04-24	NP	IGSB - iShares Short-Term Corporate 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			7.163	1,07
2025-06-26	NP	NUSB - Nuveen Ultra Short Income ETF			2.024	1,05
2025-07-29	NP	BSCQ - Invesco BulletShares 2026 Corporate Bond 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			10.435	-0,08
2025-04-24	NP	SUSB - iShares ESG 1-5 Year USD Corporate 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			134	0,76
2025-04-29	NP	AGGY - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A			292	1,04
2025-05-28	NP	VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio This fund is a listed as child fund of Vanguard Group 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			290	1,05
2025-05-28	NP	MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio			279	1,09
2025-05-28	NP	VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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			15.928	1,03
2025-04-25	NP	FNSOX - Fidelity Short-Term Bond Index Fund 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			906	1,12
2025-05-28	NP	VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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			967	1,05
2025-03-25	NP	BKAG - BNY Mellon Core Bond ETF			194	1,57
2025-03-19	NP	GBIAX - Nationwide Bond Index Fund Class A			96	1,05
2025-04-28	NP	JSNRX - John Hancock Short Duration Bond Fund Class NAV			3.375	1,08
2025-05-16	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y			164	1,23
2025-05-21	NP	SCHJ - Schwab 1-5 Year Corporate Bond ETF 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			174	1,16
2025-07-24	NP	FIFZX - Fidelity Series Bond Index Fund 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			3.793	0,85
2025-06-30	NP	VUSFX - Vanguard Ultra-Short-Term Bond Fund Admiral Shares This fund is a listed as child fund of Vanguard Group 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			5.555	1,04
2025-05-22	NP	MXBIX - Great-West Bond Index Fund Investor Class	1.500.000	0,00	1.450	1,12
2025-08-26	NP	ILUAX - Voya U.S. Bond Index Portfolio Class ADV			72	1,41
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A			86	0,00
2025-04-22	NP	GIGB - Goldman Sachs Access Investment Grade Corporate Bond ETF			1.541	0,52
2025-08-27	NP	VUSB - Vanguard Ultra-Short Bond ETF ETF Shares			12.547	3.495,13
2025-06-27	NP	CSTBX - Calamos Short-Term Bond Fund Class A			243	0,83
2025-04-28	NP	TIIUX - Core Fixed Income Fund	50.000	0,00	48	2,13
2025-06-26	NP	AABFX - Thrivent Balanced Income Plus Fund Class A			81	1,27