SCHWAB SMALL CAP INDEX - SCHWAB MUTL FUNDS

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / SCHWAB MUTL FUNDS
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
104,109
Holdings value
$4,107,044
% of all portfolios
0%
Number of holders
6
Number of buys
1
Number of sells
-1
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of SCHWAB SMALL CAP INDEX - SCHWAB MUTL FUNDS

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 104,109 $4,107,044 +$527,600 $39.45 6
2025 Q2 90,735 $3,183,643 -$853,469 $35.09 5
2025 Q1 117,097 $3,786,831 +$469,362 $32.34 7
2024 Q4 102,584 $3,662,975 -$215,707 $35.71 6
2024 Q3 108,625 $3,927,693 -$2,692,553 $36.16 5
2024 Q2 183,087 $6,056,032 +$2,438,504 $33.08 5
2024 Q1 108,942 $3,725,627 -$41,191 $34.2 5
2023 Q4 110,604 $3,594,820 +$27,993 $32.51 7
2023 Q3 109,305 $3,165,657 -$18,998 $28.96 5
2023 Q2 109,967 $3,354,844 +$29,180 $30.52 6
2023 Q1 109,011 $3,161,961 +$25,997 $29.01 6
2022 Q4 108,117 $3,050,778 +$35,236 $28.22 5
2022 Q3 106,872 $2,874,596 +$76,283 $26.89 5
2022 Q2 103,782 $2,854,135 +$27,228 $27.5 4
2022 Q1 102,792 $3,415,363 +$107,138 $33.23 4
2021 Q4 99,570 $3,576,831 +$470,582 $35.93 4
2021 Q3 86,474 $3,315,129 +$728 $38.34 3
2021 Q2 86,455 $3,464,587 -$4,128 $40.08 3
2021 Q1 86,558 $3,327,213 -$154 $38.44 3
2020 Q4 86,562 $2,952,584 +$20,705 $34.11 3
2020 Q3 85,955 $2,287,749 -$5,513 $26.62 3
2020 Q2 86,191 $2,186,161 -$10,719 $25.36 4
2020 Q1 86,952 $1,758,520 -$444,757 $20.22 4
2019 Q4 103,387 $3,010,522 +$166,643 $29.12 6
2019 Q3 97,665 $2,745,000 +$63,881 $28.11 4
2019 Q2 95,380 $2,746,521 +$464,576 $28.8 5
2019 Q1 79,238 $2,234,000 +$13,557 $28.21 3
2018 Q4 78,757 $1,937,000 +$162,635 $24.59 3
2018 Q3 72,145 $2,466,000 +$3,863 $34.18 3
2018 Q2 72,032 $2,377,000 -$36,022 $33 3
2018 Q1 73,124 $2,240,000 -$17,765 $30.64 3
2017 Q4 73,704 $2,259,000 -$385,192 $30.66 3
2017 Q3 86,031 $2,682,000 +$15,905 $31.17 4
2017 Q2 85,521 $2,525,000 +$426,481 $29.53 4
2017 Q1 71,086 $2,047,000 -$238,313 $28.77 3
2016 Q4 79,597 $2,237,000 +$46,657 $28.11 3
2016 Q3 77,937 $2,094,000 -$47,562 $26.87 3
2016 Q2 79,707 $1,965,000 +$105,398 $24.65 3
2016 Q1 75,431 $1,792,000 +$25,384 $23.78 3
2015 Q4 74,362 $1,792,000 +$329,200 $24.09 3
2015 Q3 60,697 $1,511,000 +$7,741 $24.9 2
2015 Q2 60,386 $1,707,000 +$37,277 $28.27 2
2015 Q1 59,067 $1,661,000 +$55,845 $28.12 2
2014 Q4 57,081 $1,539,000 +$94,254 $26.96 2
2014 Q3 53,585 $1,414,000 -$4,971 $26.4 2
2014 Q2 53,773 $1,531,000 -$2,567,781 $28.47 2
2014 Q1 145,842 $4,067,000 +$37,810 $27.89 3