Q3 2020 13F Holders as of 30 Sep 2020
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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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3
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Total 13F shares, excl. options
-
85,955
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Shares change
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-236
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Total reported value, excl. options
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$2,287,749
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Value change
-
-$5,513
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Number of buys
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1
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Number of sells
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1
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Price
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$26.62
Institutional Holders of SCHWAB SMALL CAP INDEX - SCHWAB MUTL FUNDS as of Q3 2020
As of 30 Sep 2020 SCHWAB SMALL CAP INDEX - SCHWAB MUTL FUNDS had 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 85,955 shares of stock of the company.
Largest 4 holders included DUMONT & BLAKE INVESTMENT ADVISORS LLC, CARRET ASSET MANAGEMENT, LLC, Estabrook Capital Management, and ATLAS CAPITAL ADVISORS LLC.
This table shows 4 institutional shareholders of the security as of 30 Sep 2020.
| 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.