SC | Acciones | 121,47 MM | 22,71 M | SC Schwab | 0,06 | Alta rentabilidad por dividendo | Dow Jones U.S. Dividend 100 | 20/10/2011 | 35,88 | 3,61 | 17,61 |
SC | Acciones | 72,88 MM | 9,97 M | SC Schwab | 0,03 | Large Cap | Dow Jones US Total Stock Market Large-Cap | 3/11/2009 | 29,58 | 4,89 | 25,51 |
SC | Acciones | 67,85 MM | 8,28 M | SC Schwab | 0,03 | Mercado Total | FTSE All-World Developed x US | 3/11/2009 | 27,13 | 2,14 | 17,45 |
SC | Acciones | 61,1 MM | 7,62 M | SC Schwab | 0,04 | Large Cap | Dow Jones US Total Stock Market Large-Cap Growth | 11/12/2009 | 33,96 | 9,31 | 33,57 |
SC | Acciones | 44,04 MM | 9,19 M | SC Schwab | 0,03 | Mercado Total | Dow Jones US Broad Stock Market | 3/11/2009 | 28,93 | 4,56 | 24,96 |
SC | Acciones | 28,45 MM | 3,07 M | SC Schwab | 0,25 | Large Cap | RAFI Fundamental High Liquidity US Large Index - Benchmark TR Gross | 15/8/2013 | 32,69 | 2,82 | 19,26 |
SC | Acciones | 25,84 MM | 1,65 M | SC Schwab | 0,25 | Large Cap | RAFI Fundamental High Liquidity Developed ex US Large Index - Benchmark TR Net | 15/8/2013 | 53,99 | 1,47 | 15,19 |
SC | Acciones | 22,07 MM | 3,06 M | SC Schwab | 0,03 | Small Cap | Dow Jones US Total Stock Market Small-Cap | 3/11/2009 | 33,04 | 2,28 | 17,75 |
SC | Bonos | 17,43 MM | 5,66 M | SC Schwab | 0,03 | Grado de Inversión | Bloomberg US Treasury Inflation Protected Notes (TIPS) | 5/8/2010 | 25,61 | 0,00 | 0,00 |
SC | Acciones | 15,71 MM | 3,18 M | SC Schwab | 0,04 | Large Cap | Dow Jones US Total Stock Market Large-Cap Value | 11/12/2009 | 34,69 | 3,20 | 20,86 |
SC | Bonos | 15,69 MM | 4,64 M | SC Schwab | 0,03 | Grado de Inversión | Bloomberg US Treasury (1-3 Y) (Inception 4/30/1996) | 5/8/2010 | 23,93 | 0,00 | 0,00 |
SC | Acciones | 14,9 MM | 1,81 M | SC Schwab | 0,03 | Mid Cap | Dow Jones US Total Stock Market Mid-Cap | 13/1/2011 | 35,13 | 2,74 | 20,54 |
SC | Bonos | 13,64 MM | 3,27 M | SC Schwab | 0,03 | Grado de Inversión | Bloomberg US Treasury (3-10 Y) | 5/8/2010 | 24,07 | 0,00 | 0,00 |
SC | Acciones | 12,14 MM | 3,12 M | SC Schwab | 0,06 | Mercado Total | FTSE Emerging Index | 14/1/2010 | 34,44 | 2,16 | 15,94 |
SC | Acciones | 11,12 MM | 7,66 M | SC Schwab | 0,07 | Inmobiliario | Dow Jones Equity All REIT Capped | 13/1/2011 | 23,29 | 2,54 | 30,18 |
SC | Bonos | 11,12 MM | 2,55 M | SC Schwab | 0,03 | Grado de Inversión | Bloomberg US Aggregate Credit - Corporate (5-10 Y) | 10/10/2019 | 21,73 | 0,00 | 0,00 |
SC | Bonos | 10,81 MM | 2,39 M | SC Schwab | 0,03 | Grado de Inversión | Bloomberg US Aggregate | 14/7/2011 | 22,47 | 0,00 | 0,00 |
SC | Acciones | 10 MM | 1,57 M | SC Schwab | 0,39 | Large Cap | RAFI Fundamental High Liquidity Emerging Markets Index - Benchmark TR Net | 15/8/2013 | 40,75 | 1,25 | 11,09 |
SC | Acciones | 9 MM | 1,42 M | SC Schwab | 0,25 | Small Cap | RAFI Fundamental High Liquidity US Small Index - Benchmark TR Gross | 15/8/2013 | 36,35 | 1,86 | 16,82 |
SC | Acciones | 6,43 MM | 1,02 M | SC Schwab | 0,03 | Grado de Inversión | Bloomberg US MBS - Float Adjusted | 19/11/2024 | 24,59 | 0,00 | 0,00 |
SC | Acciones | 5,66 MM | 1,33 M | SC Schwab | 0,03 | Large Cap | S&P Schwab 1000 Index | 11/10/2017 | 36,14 | 4,80 | 25,33 |
SC | Acciones | 5,52 MM | 341.185 | SC Schwab | 0,06 | Small Cap | FTSE Custom Developed Small Cap ex-US Liquid Net of Tax (Lux) | 14/1/2010 | 48,17 | 1,57 | 15,73 |
SC | Bonos | 4,05 MM | 3,3 M | SC Schwab | 0,03 | Grado de Inversión | ICE AMT-Free Core U.S. National Municipal Index - Benchmark TR Gross | 12/10/2022 | 24,85 | 0,00 | 0,00 |
SC | Acciones | 3,05 MM | 92.706 | SC Schwab | 0,39 | Small Cap | RAFI Fundamental High Liquidity Developed ex US Small Index - Benchmark TR Net | 15/8/2013 | 49,32 | 1,36 | 14,82 |
SC | Acciones | 2,78 MM | 1,13 M | SC Schwab | 0,03 | Alto rendimiento | ICE BofA US Cash Pay High Yield Constrained Index - Benchmark TR Gross | 11/7/2023 | 25,11 | 0,00 | 0,00 |
SC | Acciones | 2,71 MM | 603.943 | SC Schwab | 0,08 | Alta rentabilidad por dividendo | Dow Jones International Dividend 100 Index | 29/4/2021 | 33,07 | 2,57 | 14,26 |
SC | Bonos | 1,87 MM | 370.710 | SC Schwab | 0,16 | Grado de Inversión | | 5/2/2025 | 24,71 | 0,00 | 0,00 |
SC | Acciones | 1,51 MM | 323.411 | SC Schwab | 0,25 | Mercado Total | RAFI Fundamental High Liquidity US All Index - Benchmark TR Gross | 15/8/2013 | 31,78 | 2,73 | 19,06 |
SC | etf_assetclass_Cash & Cash Equivalents | 1,05 MM | 279.897 | SC Schwab | 0,28 | Grado de Inversión | | 12/6/2025 | 100,51 | 0,00 | 0,00 |
SC | Bonos | 928,87 M | 1,09 M | SC Schwab | 0,03 | Grado de Inversión | Bloomberg US Aggregate Government - Treasury - Long | 10/10/2019 | 29,72 | 0,00 | 0,00 |
SC | Bonos | 893,16 M | 297.428 | SC Schwab | 0,03 | Grado de Inversión | Bloomberg US Corporate (1-5 Y) | 10/10/2019 | 24,20 | 0,00 | 0,00 |
SC | Bonos | 262,98 M | 123.706 | SC Schwab | 0,14 | Grado de Inversión | | 13/8/2024 | 25,05 | 0,00 | 0,00 |
SC | Acciones | 149,3 M | 123.622 | SC Schwab | 0,30 | Tema | Schwab Crypto Thematic Index - Benchmark TR Gross | 4/8/2022 | 45,24 | 1,97 | 21,63 |
SC | Acciones | 25,17 M | 4839 | SC Schwab | 0,06 | — | | 21/10/2026 | 25,17 | - | - |
SC | Acciones | 18,58 M | 4318 | SC Schwab | 0,59 | Mercado extendido | Russell 2500 | 16/11/2021 | 24,29 | 2,81 | 20,48 |