SWG0 机构投资人持股和股东 嘉信理财公司 - 优先股 (DB) 股票

嘉信理财公司 - 优先股
DE ˙ DB ˙ US8085138654
€16.40 ↑0.30 (1.86%)
2025-09-10
分享价格
基本统计
机构股东 28 total, 28 long only, 0 short only, 0 long/short - change of 7.69% MRQ
股价 16.40
平均投资组合配置 0.3205 % - change of -3.58% MRQ
法人股(长期) 5,205,113 (ex 13D/G) - change of 0.14MM shares 2.78% MRQ
制度价值(长期) $ 98,422 USD ($1000)
机构投资人持股和股东

The Charles Schwab Corporation - Preferred Stock (DE:SWG0) 有 28 已向美国证券交易委员会(SEC)提交13D/G或13F表格的机构股东和股东。 这些机构共持有 5,205,113 股股票。 最大股东包括 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, NMVLX - Nuance Mid Cap Value Fund Institutional Class, FSDIX - Fidelity Strategic Dividend & Income Fund, 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)机构投资人持股结构显示了机构和基金在公司中的当前头寸,以及头寸规模的最新变化。主要股东可以包括个人投资者、共同基金、对冲基金或机构。附表13D表明投资者持有(或之前持有)公司5%以上的股份,并打算(或打算)积极寻求改变业务战略。附表13G表示消极投资超过5%。

The share price as of September 10, 2025 is 16.40 / share. Previously, on September 12, 2024, the share price was 18.90 / share. This represents a decline of 13.23% over that period.

DE:SWG0 / The Charles Schwab Corporation - Preferred Stock Institutional Ownership
基金情绪分数

基金情绪分数(fka 持股累积分数)找到基金买入最多的股票。它是复杂的多因素量化模型的结果,该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100,数字越大表示对等方的积累水平越高,50 是平均值。

更新频率:每日

请参阅“持股资源管理器”,它提供了排名最高的公司的列表。

13F和NPORT备案

关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。

更新 解锁高级数据并导出到Excel .

文件日期 来源 投资者 类型 平均价格
(Est)
股份 Δ 股份
(%)
报告
价值
($1000)
Δ 价值
(%)
投资组合配置
(%)
2025-08-01 13F 博伊德沃特森资产管理有限公司/哦 36,750 0.00 695 -2.94
2025-06-27 NP SPFF - Global X SuperIncome 优先 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 - 美国世纪优质优先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 - 高盛接入美国优先股和混合证券 ETF 10,061 29.47 187 21.43
2025-05-27 NP FWATX - 富达顾问多资产收益基金 A 类 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 大盘价值基金 A 类 2,000 0.00 39 -2.56
2025-07-08 13F NBC 证券公司 88 0
2025-08-08 13F/A 斯特林资本管理有限公司 30,850 0.00 583 -2.83
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus 投资组合 A 类 725 0.00 14 -7.14
2025-08-28 NP PSK - SPDR(R) 富国银行优先股 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 金融服务集团公司 1,940 -24.69 37 -26.53
2025-06-27 NP PGF - 景顺金融优先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 投资组合 A 类 2,400 0.00 45 -2.17
2025-08-27 NP Jnl 系列信托 - Jnl 多管理人中盘基金 (a) 44,421 433.01 841 422.36
2025-08-29 NP 加贝利股息和收入信托 88,038 18.91 1,667 16.09
2025-07-30 NP PFFD - Global X 美国优先 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 - I 类多功能债券投资组合 15,000 0.00 291 -1.69
2025-06-24 NP 创新者 ETF 信托 - 创新者标准普尔投资级优先 ETF 87,950 -20.43 1,706 -21.89
2025-08-26 NP PFF - iShares 优先和收益证券 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 I 类股份 120,000 0.00 2,273 -2.41
2025-06-26 NP AABFX - Thrivent 平衡收益加基金 A 类 775 0.00 15 0.00
2025-07-24 NP FPFD - 富达优先证券和收益 ETF 4,500 0.00 84 -5.68
2025-09-11 NP NMVLX - Nuance 中盘价值基金机构类别 193,949 54.76 3,780 55.49
2025-06-26 NP AAINX - Thrivent Opportunity Income Plus 基金 A 类 3,500 0.00 68 -2.90
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 700 0.00 13 0.00
2025-07-29 NP PGX - Invesco 优先 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 基金 A 类 3,900 0.00 74 -2.67
2025-07-24 NP FSDIX - 富达战略股息和收益基金 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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