SWG0 - The Charles Schwab Corporation - Preferred Stock Aksjer - aksjekurs, institusjonelt eierskap, aksjonærer (DB).

The Charles Schwab Corporation - Preferred Stock
DE ˙ DB ˙ US8085138654
€ 16,10 ↑0,10 (0,63%)
2025-09-09
AKSJEKURSEN
Grunnleggende statistikk
Institusjonelle eiere 28 total, 28 long only, 0 short only, 0 long/short - change of 7,69% MRQ
Aksjekurs 16,10
Gjennomsnittlig porteføljeallokering 0.3096 % - change of −6,86% MRQ
Institusjonelle aksjer (Long) 5 136 485 (ex 13D/G) - change of 0,07MM shares 1,43% MRQ
Institusjonell verdi (Long) $ 97 073 USD ($1000)
Institusjonelt eierskap og aksjonærer

The Charles Schwab Corporation - Preferred Stock (DE:SWG0) har 28 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 5,136,485 aksjer. De største aksjonærene inkluderer PFF - iShares Preferred and Income Securities ETF, PGX - Invesco Preferred ETF, PFFD - Global X U.S. Preferred ETF, PGF - Invesco Financial Preferred ETF, PSK - SPDR(R) Wells Fargo Preferred Stock ETF, FSDIX - Fidelity Strategic Dividend & Income Fund, NMVLX - Nuance Mid Cap Value Fund Institutional Class, BWDIX - Boyd Watterson Limited Duration Enhanced Income Fund Class I Shares, Gabelli Dividend & Income Trust, and Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF .

The Charles Schwab Corporation - Preferred Stock (DB:SWG0) institusjonell eierstruktur viser nåværende posisjoner i selskapet fordelt på institusjoner og fond, samt de siste endringene i posisjonsstørrelse. De største aksjonærene kan være individuelle investorer, verdipapirfond, hedgefond eller institusjoner. Schedule 13D indikerer at investoren eier (eller har eid) mer enn 5 % av selskapet og har til hensikt (eller hadde til hensikt) å aktivt forfølge en endring i forretningsstrategien. Schedule 13G indikerer en passiv investering på over 5 %.

The share price as of September 9, 2025 is 16,10 / share. Previously, on September 10, 2024, the share price was 19,50 / share. This represents a decline of 17,44% over that period.

DE:SWG0 / The Charles Schwab Corporation - Preferred Stock Institutional Ownership
Fondssentiment-score

Fondssentiment Score (også kjent som akkumulering av eierskap poengsum) viser hvilke aksjer som er mest kjøpt av fond. Den er resultatet av en sofistikert, kvantitativ flerfaktormodell som identifiserer selskaper med de høyeste nivåene av institusjonell akkumulering. Beregningsmodellen for poeng bruker en kombinasjon av den totale økningen i antall offentliggjorte eiere, endringer i porteføljeallokeringen til disse eierne og andre beregninger. Tallet går fra 0 til 100, der høyere tall indikerer en høyere grad av akkumulering i forhold til sammenlignbare selskaper, der 50 er gjennomsnittet.

Oppdateringsfrekvens: Daglig

Sjekk ut Ownership Explorer, som inneholder en liste over de høyest rangerte selskapene.

13F- og NPORT-arkiveringer

Detaljer om 13F-arkiveringer er gratis. Detaljer om NP-arkiveringer krever et premium-medlemskap. Grønne rader indikerer nye posisjoner. Røde rader indikerer lukkede posisjoner. Klikk på lenke ikonet for å se hele transaksjonshistorikken.

Oppgrader for å låse opp premiedata og eksportere til Excel. .

Fildato Kilde Investor Type Gjennomsnittlig pris
(estimert)
Aksjer Δ Aksjer
(%)
Rapportert verdi ($1000) Verdi (%) Portallokering (%)
2025-08-01 13F Boyd Watterson Asset Management Llc/oh 36 750 0,00 695 −2,94
2025-06-27 NP SPFF - Global X SuperIncome Preferred ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 78 740 −27,32 1 528 −28,64
2025-04-18 NP QPFF - American Century Quality Preferred ETF 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 19 367 −16,74 384 −22,27
2025-07-22 NP GPRF - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 10 061 29,47 187 21,43
2025-06-17 NP NMVLX - Nuance Mid Cap Value Fund Institutional Class 125 321 2 431
2025-05-27 NP FWATX - Fidelity Advisor Multi-Asset Income Fund Class A 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 42 600 826
2025-05-29 NP SOAVX - Spirit Of America Large Cap Value Fund Class A 2 000 0,00 39 −2,56
2025-07-08 13F Nbc Securities, Inc. 88 0
2025-08-08 13F/A Sterling Capital Management LLC 30 850 0,00 583 −2,83
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 725 0,00 14 −7,14
2025-08-28 NP PSK - SPDR(R) Wells Fargo Preferred Stock 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 276 978 −7,71 5 246 −9,91
2025-08-08 13F Pnc Financial Services Group, Inc. 1 940 −24,69 37 −26,53
2025-06-27 NP PGF - Invesco Financial Preferred 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 435 819 −7,44 8 455 −9,14
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 2 400 0,00 45 −2,17
2025-08-27 NP Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 44 421 433,01 841 422,36
2025-08-29 NP Gabelli Dividend & Income Trust 88 038 18,91 1 667 16,09
2025-07-30 NP PFFD - Global X U.S. Preferred ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 694 724 46,60 12 936 37,59
2025-06-27 NP PRVBX - Versatile Bond Portfolio Class I 15 000 0,00 291 −1,69
2025-06-24 NP Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF 87 950 −20,43 1 706 −21,89
2025-08-26 NP PFF - iShares Preferred and Income Securities 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 1 899 547 −8,24 35 977 −10,42
2025-08-28 NP BWDIX - Boyd Watterson Limited Duration Enhanced Income Fund Class I Shares 120 000 0,00 2 273 −2,41
2025-06-26 NP AABFX - Thrivent Balanced Income Plus Fund Class A 775 0,00 15 0,00
2025-07-24 NP FPFD - Fidelity Preferred Securities & Income ETF 4 500 0,00 84 −5,68
2025-06-26 NP AAINX - Thrivent Opportunity Income Plus Fund Class A 3 500 0,00 68 −2,90
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 700 0,00 13 0,00
2025-07-29 NP PGX - Invesco Preferred 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 926 691 −4,61 17 255 −10,48
2025-08-27 NP AAHYX - Thrivent Diversified Income Plus Fund Class A 3 900 0,00 74 −2,67
2025-07-24 NP FSDIX - Fidelity Strategic Dividend & Income Fund 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 183 100 0,00 3 417 −5,53
Other Listings
US:SCHW.PRJ
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