Q1 2016 13F Holders as of 31 Mar 2016
-
Type / Class
-
Equity / SCHWAB MUTL FUNDS
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
75,431
-
Shares change
-
+1,069
-
Total reported value, excl. options
-
$1,792,000
-
Value change
-
+$25,384
-
Number of buys
-
1
-
Price
-
$23.78
Significant Holders of SCHWAB SMALL CAP INDEX - SCHWAB MUTL FUNDS as of Q1 2016
3 filings reported holding 808509848 - SCHWAB SMALL CAP INDEX - SCHWAB MUTL FUNDS as of Q1 2016.
SCHWAB SMALL CAP INDEX - SCHWAB MUTL FUNDS has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 75,431 shares
.
Largest 3 shareholders include DUMONT & BLAKE INVESTMENT ADVISORS LLC (51,800 shares), CARRET ASSET MANAGEMENT, LLC (13,625 shares), and VAN STRUM & TOWNE INC. (10,006 shares).
This table shows the top 3 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.