Q3 2018 13F Holders as of 9/30/2018
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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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7
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Total 13F shares, excl. options
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432K
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Shares change
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-6.86K
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Total reported value, excl. options
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$22.6M
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Value change
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-$367K
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Number of buys
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2
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Number of sells
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-2
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Price
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$52.22
Significant Holders of SCHWAB TOTAL STOCK MARKET INDEX - SCHWAB MUTL FUNDS as of Q3 2018
7 filings reported holding 808509756 - SCHWAB TOTAL STOCK MARKET INDEX - SCHWAB MUTL FUNDS as of Q3 2018.
SCHWAB TOTAL STOCK MARKET INDEX - SCHWAB MUTL FUNDS has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 432K shares
.
Largest 7 shareholders include NORTH STAR ASSET MANAGEMENT INC (344K shares), L & S Advisors Inc (52.8K shares), GOFEN & GLOSSBERG LLC /IL/ (19.4K shares), ALBION FINANCIAL GROUP /UT (6.41K shares), LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA (5.64K shares), Almanack Investment Partners, LLC. (4.08K shares), and QCI ASSET MANAGEMENT INC/NY (44 shares).
This table shows the top 7 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.