US8085098551 - Schwab S&P 500 인덱스 펀드 주식 - 주가, 기관 투자자, 주주

기본 통계
기관 투자가 27 total, 27 long only, 0 short only, 0 long/short - change of 0.00% MRQ
평균 포트폴리오 배분 12.9607 % - change of 3.20% MRQ
기관 지분(롱) 16,837,950 (ex 13D/G) - change of -0.40MM shares -2.31% MRQ
기관 가치(롱) $ 1,636,064 USD ($1000)
기관 투자가와 주주

Schwab S&P 500 Index Fund (US:US8085098551)은/는 27 13D/G 또는 13F 양식을 증권거래위원회(SEC: Securities Exchange Commission)에 제출한 기관 투자가와 주주로 구성되어 있습니다. 이 기관들은 전체 16,837,950 주식을 보유 중입니다. 최신 주주들은 SWEGX - Schwab MarketTrack All Equity Portfolio Investor Shares, SWERX - Schwab Target 2040 Fund, SWHGX - Schwab MarketTrack Growth Portfolio Investor Shares, SWDRX - Schwab Target 2030 Fund, SWIRX - Schwab Target 2035 Fund, SWBGX - Schwab MarketTrack Balanced Portfolio Investor Shares, SWNRX - Schwab Target 2050 Fund, SWMRX - Schwab Target 2045 Fund, SWHRX - Schwab Target 2025 Fund, and SWORX - Schwab Target 2055 Fund .

Schwab S&P 500 Index Fund (US8085098551) 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.

US8085098551 / Schwab S&P 500 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(%)
2025-05-27 NP EVVLX - E-평가자는 매우 보수적입니다(0%-15%) RMS 펀드 서비스 클래스 주식 1,147 271.20 99 266.67
2025-05-27 NP EVAGX - E-Valuator의 공격적인 성장(85%-99%) RMS 펀드 서비스 클래스 주식 74,256 77.79 6,417 70.19
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 720,902 0.00 70,656 14.20
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 2,467,760 -3.54 241,865 10.16
2025-05-29 NP Northern Lights Fund Trust - Sierra Tactical Core 성장 펀드 투자자 클래스 주식 16,064 78.25 1,388 70.73
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 264,745 -9.12 25,948 3.79
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 1,218,667 -1.11 119,442 12.94
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 2,535,543 0.00 248,509 14.20
2025-05-29 NP SIRAX - Sierra Tactical 모든 자산 펀드 클래스 A 426,473 0.00 36,852 -4.28
2025-05-27 NP EVCLX - E-Valuator 보수적(15%-30%) RMS 펀드 서비스 클래스 주식 4,296 133.48 371 123.49
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 62,600 -14.31 6,135 -2.14
2025-05-27 NP EVGLX - E-평가자 성장(70%-85%) RMS 펀드 서비스 클래스 주식 80,219 23.68 6,932 18.38
2025-09-24 NP SWQRX - Schwab Target 2065 펀드 67,750 6.81 6,640 21.99
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 51,895 -0.41 5,086 13.73
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 519,817 2.60 50,947 17.18
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 2,824,952 -2.55 276,874 11.30
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 1,149,933 -5.09 112,705 8.39
2025-05-27 NP EVMLX - E-Valuator 중간(50%-70%) RMS 펀드 서비스 클래스 주식 41,256 54.12 3,565 47.52
2025-05-29 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 펀드 투자자 클래스 66,281 0.00 5,727 -4.28
2025-05-29 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 펀드 투자자 클래스 483,319 0.00 41,764 -4.28
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 691,372 0.00 67,761 14.20
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 1,764,193 -3.61 172,909 10.08
2025-05-29 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 펀드 설치 클래스 26,928 0.00 2,327 -4.28
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 626,761 -7.57 61,429 5.55
2025-05-27 NP EVTTX - E-평가기 보수적/보통(30%-50%) RMS 펀드 서비스 클래스 주식 4,709 69.33 407 61.75
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 216,279 4.69 21,198 19.57
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 429,833 -6.66 42,128 6.60
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