US80850L7266 - 施瓦布美國中盤指數基金 股票 - 股價,機構持股,股東

基本數據
機構持有者 14 total, 14 long only, 0 short only, 0 long/short - change of -12.50% MRQ
平均投資組合配置 1.8422 % - change of 26.29% MRQ
機構持股(長期) 1,319,477 (ex 13D/G) - change of -0.00MM shares -0.36% MRQ
機構市值(長期) $ 93,312 USD ($1000)
機構持股和股東

Schwab U.S. Mid-Cap Index Fund (US:US80850L7266)擁有 14 家已向美國證券交易委員會(SEC)提交了13D/G或13F表格的機構持有人和股東。 這些機構持有總共1,319,477股。 最大的股東包括 SWERX - Schwab Target 2040 Fund, SWDRX - Schwab Target 2030 Fund, eCIO, Inc., SWIRX - Schwab Target 2035 Fund, SWNRX - Schwab Target 2050 Fund, SWHRX - Schwab Target 2025 Fund, SWMRX - Schwab Target 2045 Fund, SWORX - Schwab Target 2055 Fund, SWCRX - Schwab Target 2020 Fund, and SWPRX - Schwab Target 2060 Fund .

Schwab U.S. Mid-Cap Index Fund (US80850L7266)的機構持股結構顯示了機構和基金在該公司的當前持倉情況,以及最新的持倉變動。主要的股東可能包括個人投資者,互惠基金,對沖基金或機構。《13D附表》表示投資者持有(或曾持有)該公司超過5%的股份並且打算(或曾打算)積極追求業務策略的變化。《13G附表》表示被動投資超過5%。

US80850L7266 / Schwab U.S. Mid-Cap Index Fund Institutional Ownership
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13F和NPORT申報文件

13F文件的詳細信息可免費查閱。而NP文件的詳細信息則需要高級會員資格。 綠色行表示新增倉位。 紅色行表示已平倉位。 點擊連結 查看完整交易記錄。

升級 解鎖高級數據並導出至Excel .

呈報日期 來源 投資者 類型 均價
(預計)
股份數量 Δ 持股
(%)
申報
價值
($1000)
Δ 市值
(%)
投組占比
(%)
2025-09-24 NP SWHRX - 施瓦布目標 2025 基金 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 92,418 0.00 6,553 11.69
2025-09-24 NP SWDRX - 施瓦布目標 2030 基金 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 210,502 -6.09 14,927 4.88
2025-07-17 13F 朱紅財富管理股份有限公司 0 -100.00 0
2025-09-24 NP SWERX - 施瓦布目標 2040 基金 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 307,365 0.00 21,795 11.69
2025-09-24 NP SWCRX - 施瓦布目標 2020 基金 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 65,022 0.00 4,611 11.68
2025-09-24 NP SWGRX - 施瓦布目標 2015 基金 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 8,938 -6.22 634 4.63
2025-09-24 NP SWQRX - 施瓦布目標 2065 基金 9,702 8.29 688 20.95
2025-08-06 13F 雙創資本管理公司 0 -100.00 0
2025-08-08 13F eCIO公司 180,874 6.26 12,592 15.28
2025-09-24 NP SWNRX - 施瓦布目標 2050 基金 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 92,955 0.00 6,591 11.69
2025-09-24 NP SWBRX - 施瓦布目標 2010 基金 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 7,334 0.00 520 11.83
2025-09-24 NP SWPRX - 施瓦布目標 2060 基金 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 30,132 10.60 2,137 23.54
2025-09-24 NP SWORX - 施瓦布目標 2055 基金 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 68,135 0.00 4,831 11.70
2025-09-24 NP SWMRX - 施瓦布目標 2045 基金 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 87,494 0.00 6,204 11.70
2025-09-24 NP SWIRX - 施瓦布目標 2035 基金 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 148,837 0.00 10,554 11.69
2025-07-29 13F 杜蒙和布萊克投資顧問有限公司 9,769 1.60 680 10.39
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