Q4 2017 13F Holders as of 12/31/2017
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Type / Class
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Equity / SCHWAB MUTL FUNDS
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Number of holders
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6
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Total 13F shares, excl. options
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537K
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Shares change
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-15.7K
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Total reported value, excl. options
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$25.4M
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Value change
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-$723K
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Number of buys
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4
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Number of sells
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-3
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Price
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$47.25
Significant Holders of SCHWAB TOTAL STOCK MARKET INDEX - SCHWAB MUTL FUNDS as of Q4 2017
7 filings reported holding 808509756 - SCHWAB TOTAL STOCK MARKET INDEX - SCHWAB MUTL FUNDS as of Q4 2017.
SCHWAB TOTAL STOCK MARKET INDEX - SCHWAB MUTL FUNDS has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 537K shares
.
Largest 7 shareholders include NORTH STAR ASSET MANAGEMENT INC (358K shares), ASSET ADVISORS CORP (145K shares), GOFEN & GLOSSBERG LLC /IL/ (19.4K shares), ALBION FINANCIAL GROUP /UT (6.83K shares), LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA (5.7K shares), Almanack Investment Partners, LLC. (2.75K shares), and MERITAGE PORTFOLIO MANAGEMENT (0 shares).
This table shows the top 6 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.