US808513BZ79 - Charles Schwab Corp/The Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham

Statistik Dasar

Pemilik Institusi	0 total, 0 long only, 0 short only, 0 long/short - change of 0,00% MRQ
Alokasi Portofolio Rata-rata	0.3273 % - change of -4,93% MRQ

Kepemilikan Institusi dan Pemegang Saham

Charles Schwab Corp/The (US:US808513BZ79) punya 0 pemilik institusi dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F ke Securities Exchange Commission (SEC). Pemegang saham terbesar termasuk .

Charles Schwab Corp/The (US808513BZ79) 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%.

US808513BZ79 / Charles Schwab Corp/The - 1.205532% 2027-03-03 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.

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Tanggal berlaku :

Tanggal Berkas	Sumber	Investor	Dilaporkan Nilai ($1000)	Δ Nilai (%)
2025-08-22	NP	DSEEX - DoubleLine Shiller Enhanced CAPE Class I	1.469	-3,42
2025-04-24	NP	TMB - Thornburg Multi Sector Bond ETF	50
2025-08-27	NP	MYFRX - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y	18.141	13,83
2025-06-26	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	4.019	-0,47
2025-05-23	NP	TSIAX - Thornburg Strategic Income Fund - Class A	20.183	0,07
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
2025-06-24	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	6.531	-0,47
2025-06-26	NP	DFSD - Dimensional Short-Duration Fixed Income ETF	8.662	-0,48
2025-06-26	NP	DGCB - Dimensional Global Credit ETF	886	5,48
2025-06-26	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	15.039	-2,50
2025-05-30	NP	DBFRX - DoubleLine Floating Rate Fund Class I	2.019	-0,15
2025-06-25	NP	SMASX - ALPS/Smith Short Duration Bond Fund Class A	2.484	-0,48
2025-08-22	NP	DBLSX - DoubleLine Low Duration Bond Fund Class I	2.593	-0,15
2025-06-26	NP	DFGP - Dimensional Global Core Plus Fixed Income ETF	402	-0,50
2025-06-26	NP	DUSB - Dimensional Ultrashort Fixed Income ETF	4.823
2025-05-23	NP	THIFX - Thornburg Limited Term Income Fund - Class A	19.005	0,07
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
2025-08-26	NP	NUSFX - Northern Ultra-short Fixed Income Fund	20.157	-0,15
2025-06-25	NP	FLTR - VanEck Vectors Investment Grade Floating Rate ETF	4.799	-2,02
2025-06-26	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	5.350	-0,48
2025-06-26	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	15.072	-0,48
2025-08-25	NP	RSDIX - RBC Short Duration Fixed Income Fund Class I	393	-0,25
2025-06-26	NP	DFCF - Dimensional Core Fixed Income ETF	4.062	7,49
2025-06-25	NP	SMAMX - ALPS/Smith Total Return Bond Fund Class A	9.479	-0,48
2025-06-26	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	4.114	-0,48
2025-06-26	NP	DFSB - Dimensional Global Sustainability Fixed Income ETF	301	-0,33
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