Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / SCHWAB MUTL FUNDS
-
Number of holders
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9
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Total 13F shares, excl. options
-
634,007
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Shares change
-
+582
-
Total reported value, excl. options
-
$61,908,779
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Value change
-
+$55,946
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Number of buys
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2
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Number of sells
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-3
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Price
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$97.62
Significant Holders of SCHWAB TOTAL STOCK MARKET INDEX - SCHWAB MUTL FUNDS as of Q3 2024
10 filings reported holding 808509756 - SCHWAB TOTAL STOCK MARKET INDEX - SCHWAB MUTL FUNDS as of Q3 2024.
SCHWAB TOTAL STOCK MARKET INDEX - SCHWAB MUTL FUNDS has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 634,007 shares
.
Largest 10 shareholders include YOUSIF CAPITAL MANAGEMENT, LLC (359,455 shares), NORTH STAR ASSET MANAGEMENT INC (241,175 shares), Garde Capital, Inc. (14,731 shares), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (8,910 shares), NORTHSTAR ASSET MANAGEMENT Co LLC (3,739 shares), Grassi Investment Management (2,982 shares), Lester Murray Antman dba SimplyRich (2,907 shares), Coston, McIsaac & Partners (66 shares), Belpointe Asset Management LLC (42 shares), and RFP Financial Group LLC (0 shares).
This table shows the top 9 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.