SC | Acciones | 84,46 MM | 22,26 M | SC Schwab | 0,06 | Alta rentabilidad por dividendo | Dow Jones U.S. Dividend 100 | 20/10/2011 | 30,57 | 3,61 | 17,61 |
SC | Acciones | 60,84 MM | 27,18 M | SC Schwab | 0,03 | Large Cap | Dow Jones US Total Stock Market Large-Cap | 3/11/2009 | 25,01 | 4,89 | 25,51 |
SC | Acciones | 58,8 MM | 12,98 M | SC Schwab | 0,03 | Mercado Total | FTSE All-World Developed x US | 3/11/2009 | 25,18 | 2,14 | 17,45 |
SC | Acciones | 49,99 MM | 17,51 M | SC Schwab | 0,04 | Large Cap | Dow Jones US Total Stock Market Large-Cap Growth | 11/12/2009 | 29,93 | 9,31 | 33,57 |
SC | Acciones | 36,57 MM | 11,76 M | SC Schwab | 0,03 | Mercado Total | Dow Jones US Broad Stock Market | 3/11/2009 | 24,50 | 4,56 | 24,96 |
SC | Acciones | 23,77 MM | 7,37 M | SC Schwab | 0,25 | Large Cap | RAFI Fundamental High Liquidity US Large Index - Benchmark TR Gross | 15/8/2013 | 27,97 | 2,82 | 19,26 |
SC | Acciones | 21,97 MM | 1,91 M | SC Schwab | 0,25 | Large Cap | RAFI Fundamental High Liquidity Developed ex US Large Index - Benchmark TR Net | 15/8/2013 | 48,83 | 1,47 | 15,19 |
SC | Acciones | 19,72 MM | 3,57 M | SC Schwab | 0,04 | Small Cap | Dow Jones US Total Stock Market Small-Cap | 3/11/2009 | 28,45 | 2,28 | 17,75 |
SC | Bonos | 15,58 MM | 4,12 M | SC Schwab | 0,03 | Grado de Inversión | Bloomberg US Treasury Inflation Protected Notes (TIPS) | 5/8/2010 | 26,44 | 0,00 | 0,00 |
SC | Acciones | 14,74 MM | 5,03 M | SC Schwab | 0,04 | Large Cap | Dow Jones US Total Stock Market Large-Cap Value | 11/12/2009 | 30,04 | 3,20 | 20,86 |
SC | Bonos | 12,84 MM | 2,42 M | SC Schwab | 0,03 | Grado de Inversión | Bloomberg US Treasury (3-10 Y) | 5/8/2010 | 24,95 | 0,00 | 0,00 |
SC | Acciones | 12,83 MM | 1,64 M | SC Schwab | 0,04 | Mid Cap | Dow Jones US Total Stock Market Mid-Cap | 13/1/2011 | 30,32 | 2,74 | 20,54 |
SC | Bonos | 11,94 MM | 3,23 M | SC Schwab | 0,03 | Grado de Inversión | Bloomberg US Treasury (1-3 Y) (Inception 4/30/1996) | 5/8/2010 | 24,22 | 0,00 | 0,00 |
SC | Acciones | 11,43 MM | 2,94 M | SC Schwab | 0,07 | Mercado Total | FTSE Emerging Index | 14/1/2010 | 32,50 | 2,16 | 15,94 |
SC | Bonos | 10,21 MM | 3,14 M | SC Schwab | 0,03 | Grado de Inversión | Bloomberg US Aggregate Credit - Corporate (5-10 Y) | 10/10/2019 | 22,47 | 0,00 | 0,00 |
SC | Bonos | 9,95 MM | 2,21 M | SC Schwab | 0,03 | Grado de Inversión | Bloomberg US Aggregate | 14/7/2011 | 23,06 | 0,00 | 0,00 |
SC | Acciones | 9,48 MM | 8,78 M | SC Schwab | 0,07 | Inmobiliario | Dow Jones Equity All REIT Capped | 13/1/2011 | 22,16 | 2,54 | 30,18 |
SC | Acciones | 9,34 MM | 753.156,6 | SC Schwab | 0,25 | Small Cap | RAFI Fundamental High Liquidity US Small Index - Benchmark TR Gross | 15/8/2013 | 32,79 | 1,86 | 16,82 |
SC | Acciones | 8,87 MM | 1,38 M | SC Schwab | 0,39 | Large Cap | RAFI Fundamental High Liquidity Emerging Markets Index - Benchmark TR Net | 15/8/2013 | 37,97 | 1,25 | 11,09 |
SC | Bonos | 6,2 MM | 634.700 | SC Schwab | 0,03 | Grado de Inversión | Bloomberg US MBS - Float Adjusted | 19/11/2024 | 25,37 | 0,00 | 0,00 |
SC | Acciones | 5,03 MM | 562.018,5 | SC Schwab | 0,08 | Small Cap | FTSE Custom Developed Small Cap ex-US Liquid Net of Tax (Lux) | 14/1/2010 | 45,71 | 1,57 | 15,73 |
SC | Acciones | 4,69 MM | 2,29 M | SC Schwab | 0,03 | Large Cap | S&P Schwab 1000 Index | 11/10/2017 | 30,56 | 4,80 | 25,33 |
SC | Bonos | 3,53 MM | 1,07 M | SC Schwab | 0,03 | Grado de Inversión | ICE AMT-Free Core U.S. National Municipal Index - Benchmark TR Gross | 12/10/2022 | 25,38 | 0,00 | 0,00 |
SC | Acciones | 3,16 MM | 167.195,3 | SC Schwab | 0,39 | Small Cap | RAFI Fundamental High Liquidity Developed ex US Small Index - Benchmark TR Net | 15/8/2013 | 46,38 | 1,36 | 14,82 |
SC | Bonos | 2,37 MM | 1,26 M | SC Schwab | 0,03 | Alto rendimiento | ICE BofA US Cash Pay High Yield Constrained Index - Benchmark TR Gross | 11/7/2023 | 25,81 | 0,00 | 0,00 |
SC | Acciones | 2,11 MM | 776.409,9 | SC Schwab | 0,08 | Alta rentabilidad por dividendo | Dow Jones International Dividend 100 Index | 29/4/2021 | 30,92 | 2,57 | 14,26 |
SC | Bonos | 1,23 MM | 261.531,2 | SC Schwab | 0,16 | Grado de Inversión | | 5/2/2025 | 25,44 | 0,00 | 0,00 |
SC | Acciones | 1,15 MM | 161.108,1 | SC Schwab | 0,25 | Mercado Total | RAFI Fundamental High Liquidity US All Index - Benchmark TR Gross | 8/8/2013 | 27,31 | 2,73 | 19,06 |
SC | Bonos | 895,15 M | 1 M | SC Schwab | 0,03 | Grado de Inversión | Bloomberg US Aggregate Government - Treasury - Long | 10/10/2019 | 31,05 | 0,00 | 0,00 |
SC | Bonos | 730,62 M | 197.793 | SC Schwab | 0,03 | Grado de Inversión | Bloomberg US Corporate (1-5 Y) | 10/10/2019 | 24,63 | 0,00 | 0,00 |
SC | Bonos | 591,47 M | 208.345,1 | SC Schwab | 0,28 | Grado de Inversión | | 12/6/2025 | 100,60 | 0,00 | 0,00 |
SC | Acciones | 240,51 M | 171.982,2 | SC Schwab | 0,30 | Tema | Schwab Crypto Thematic Index - Benchmark TR Gross | 4/8/2022 | 56,60 | 1,97 | 21,63 |
SC | Bonos | 223,92 M | 97.518,48 | SC Schwab | 0,14 | Grado de Inversión | | 13/8/2024 | 25,17 | 0,00 | 0,00 |
SC | Acciones | 22,93 M | 3215,01 | SC Schwab | 0,59 | Mercado extendido | Russell 2500 | 15/11/2021 | 26,79 | 2,81 | 20,48 |