US8085094428 - Schwab Fundamental 미국 대기업 인덱스 펀드 주식 - 주가, 기관 투자자, 주주

기본 통계
기관 투자가 20 total, 20 long only, 0 short only, 0 long/short - change of 0.00% MRQ
평균 포트폴리오 배분 4.4571 % - change of 2.76% MRQ
기관 지분(롱) 17,976,590 (ex 13D/G) - change of 0.40MM shares 2.29% MRQ
기관 가치(롱) $ 527,469 USD ($1000)
기관 투자가와 주주

Schwab Fundamental US Large Company Index Fund (US:US8085094428)은/는 20 13D/G 또는 13F 양식을 증권거래위원회(SEC: Securities Exchange Commission)에 제출한 기관 투자가와 주주로 구성되어 있습니다. 이 기관들은 전체 17,976,590 주식을 보유 중입니다. 최신 주주들은 SWEGX - Schwab MarketTrack All Equity Portfolio Investor Shares, SWHGX - Schwab MarketTrack Growth Portfolio Investor Shares, SWERX - Schwab Target 2040 Fund, SWBGX - Schwab MarketTrack Balanced Portfolio Investor Shares, SWDRX - Schwab Target 2030 Fund, SWIRX - Schwab Target 2035 Fund, Fulton Bank, N.a., SWNRX - Schwab Target 2050 Fund, SWMRX - Schwab Target 2045 Fund, and SWORX - Schwab Target 2055 Fund .

Schwab Fundamental US Large Company Index Fund (US8085094428) 기관 투자가의 구조는 기관과 기금에 의한 기업의 현재 및 최근 포지션 크기의 변화를 보여줍니다. 주요 주주에는 개인 투자자, 뮤추얼 펀드, 헤지펀드 또는 기관들로 구성될 수 있습니다. 스케줄 13D는 투자자가 기업의 지분을 5% 이상 보유(또는 보유된)하고 있으며, 사업 전략의 변화를 적극적으로 추구할 의도(또는 의도된)가 있음을 나타냅니다. 스케줄 13G는 5% 이상의 수동적 투자를 의미합니다.

US8085094428 / Schwab Fundamental US Large Company Index Fund Institutional Ownership
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13F 및 NPORT 보고서

13F 보고서(Filings)에 대한 자세한 내용은 무료입니다. NP 제출 보고서에 대한 세부 정보는 프리미엄 회원 자격이 필요합니다. 녹색 줄은 새로운 포지션을 나타냅니다. 빨강색 줄은 마감된 포지션을 나타냅니다. 전체 거래 내역을 보려면 링크 아이콘을 클릭하세요.

유료로 제공되는 프리미엄 데이터, 엑셀 저장 기능 서비스를 원하시면 업그레이드하세요. .

보고일 출처 투자자 유형 평균 가격
(추정치)
지분 Δ 지분
율(%)
보고된
가치
($1,000)
Δ 가치
율(%)
Port 배분
율(%)
2025-09-24 NP SWORX - Schwab Target 2055 펀드 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 487,737 4.29 14,315 13.37
2025-09-24 NP SWBRX - Schwab Target 2010 펀드 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 27,160 0.00 797 8.73
2025-07-10 13F 풀턴 은행, 나 615,823 10.67 17,964 15.71
2025-09-24 NP SWMRX - Schwab Target 2045 펀드 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 599,983 9.61 17,610 19.15
2025-09-24 NP SWHRX - Schwab Target 2025 기금 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 340,728 0.00 10,000 8.71
2025-09-24 NP SWPRX - Schwab Target 2060 펀드 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 216,924 10.59 6,367 20.20
2025-09-24 NP SWIRX - Schwab Target 2035 펀드 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 826,874 0.00 24,269 8.70
2025-09-24 NP SWEGX - Schwab MarketTrack 모든 주식 포트폴리오 투자자 주식 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 4,583,927 3.92 134,538 12.97
2025-07-23 13F 퍼스트머천츠코퍼레이션 31,128 -1.58 908 2.83
2025-09-24 NP SWHGX - Schwab MarketTrack 성장 포트폴리오 투자자 주식 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 4,064,247 2.15 119,286 11.04
2025-09-24 NP SWDRX - Schwab Target 2030 기금 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 1,023,084 0.00 30,028 8.70
2025-09-24 NP SWERX - Schwab Target 2040 기금 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 1,967,740 0.00 57,753 8.71
2025-09-24 NP SWQRX - Schwab Target 2065 펀드 69,436 9.80 2,038 19.33
2025-05-09 13F 페어필드 파이낸셜 어드바이저스, LTD 0 -100.00 0
2025-09-24 NP SWBGX - Schwab MarketTrack 균형 포트폴리오 투자자 주식 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 1,840,190 0.44 54,010 9.19
2025-09-24 NP SWGRX - Schwab Target 2015 기금 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 34,255 -4.89 1,005 3.40
2025-08-13 13F 루미니스트 캐피탈 LLC 0 -100.00 0
2025-09-24 NP SWCRX - Schwab Target 2020 기금 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 224,165 -3.88 6,579 4.49
2025-08-14 13F/A 스코포스 연구소, Inc. 2,841 83
2025-09-24 NP SWNRX - Schwab Target 2050 펀드 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 615,790 0.00 18,073 8.70
2025-09-24 NP SWCGX - Schwab MarketTrack 보수적 포트폴리오 투자자 주식 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 403,985 -3.36 11,857 5.04
2025-10-03 13F 웨스트 오크 캐피탈, LLC 573 0.00 0
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