Principaux fonds communs de placement 19 avec SCHA / Schwab Strategic Trust

Principaux fonds communs de placement 19 avec SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF

Cette page montre tous les fonds communs de placement qui ont déclaré des positions dans SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF. Les lignes vertes indiquent de nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.

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Date de dépôt	Source	Investisseur	Actions	Δ Actions (%)	Valeur déclarée (1000 $)	Δ Valeur (%)
2025-08-25	NP	SWYOX - Schwab Target 2065 Index Fund	689 656	16,78	17 448	26,11
2025-08-25	NP	SWYMX - Schwab Target 2050 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	2 749 522	11,46	69 563	20,36
2025-08-25	NP	SWYDX - Schwab Target 2025 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	437 500	4,37	11 069	12,70
2025-08-25	NP	SWC1Z - Schwab VIT Balanced with Growth Portfolio 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	288 653	3,91	7 303	12,20
2025-08-25	NP	SWYBX - Schwab Target 2015 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	51 457	1,04	1 302	9,05
2025-08-25	NP	SWG1Z - Schwab VIT Growth Portfolio 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	432 042	4,47	10 931	12,81
2025-08-25	NP	SWYHX - Schwab Target 2045 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	1 750 635	8,73	44 291	17,41
2025-08-25	NP	SWYNX - Schwab Target 2060 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	2 359 175	10,95	59 687	19,81
2025-08-25	NP	SWYGX - Schwab Target 2040 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	2 292 420	8,57	57 998	17,23
2025-08-25	NP	SWYAX - Schwab Target 2010 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	29 384	7,26	743	15,91
2025-08-25	NP	SWYEX - Schwab Target 2030 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	1 513 244	7,27	38 285	15,83
2025-06-24	NP	MWFQX - MainStay Equity ETF Allocation Fund Class R3	282 908	8,02	6 459	-7,68
2025-07-24	NP	ATACX - ATAC Rotation Fund Investor Class Shares	489 345	-1,63	11 823	-15,72
2025-06-24	NP	MOEAX - MainStay Growth ETF Allocation Fund Class A	182 999	9,38	4 178	-6,51
2025-08-25	NP	SWYJX - Schwab Target 2055 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	1 962 982	12,12	49 663	21,06
2025-08-25	NP	SWB1Z - Schwab VIT Balanced Portfolio 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	93 690	4,29	2 370	12,64
2025-07-28	NP	AGCVX - Global Small Cap Fund Investor Class This fund is a listed as child fund of American Century Companies 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	331	-97,23	8	-97,68
2025-08-25	NP	SWYFX - Schwab Target 2035 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	1 561 116	8,91	39 496	17,60
2025-08-25	NP	SWYLX - Schwab Target 2020 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	194 573	5,50	4 923	13,91

Principaux fonds communs de placement 19 avec SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF (ARCA)

Principaux fonds communs de placement 19 avec SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF