Q4 2018 13F Holders as of 31 Dec 2018
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Type / Class
-
Equity / SCHWAB MUTL FUNDS
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
78,757
-
Shares change
-
+6,612
-
Total reported value, excl. options
-
$1,937,000
-
Value change
-
+$162,635
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Number of buys
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3
-
Price
-
$24.59
Significant Holders of SCHWAB SMALL CAP INDEX - SCHWAB MUTL FUNDS as of Q4 2018
3 filings reported holding 808509848 - SCHWAB SMALL CAP INDEX - SCHWAB MUTL FUNDS as of Q4 2018.
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 78,757 shares
.
Largest 3 shareholders include DUMONT & BLAKE INVESTMENT ADVISORS LLC (64,445 shares), CARRET ASSET MANAGEMENT, LLC (12,655 shares), and KELLY LAWRENCE W & ASSOCIATES INC/CA (1,657 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.