Q4 2022 13F Holders as of 31 Dec 2022
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Type / Class
-
Equity / SCHWAB MUTL FUNDS
-
Total 13F shares
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108,117
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Share change
-
+1,245
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Total reported value
-
$3,050,778
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Price per share
-
$28.22
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Number of holders
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5
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Value change
-
+$35,236
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Number of buys
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4
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Number of sells
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1
Institutional Holders of SCHWAB SMALL CAP INDEX - SCHWAB MUTL FUNDS as of Q4 2022
As of 31 Dec 2022 SCHWAB SMALL CAP INDEX - SCHWAB MUTL FUNDS had 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 108,117 shares of stock of the company.
Largest 5 holders included DUMONT & BLAKE INVESTMENT ADVISORS LLC, CARRET ASSET MANAGEMENT, LLC, TWIN CAPITAL MANAGEMENT INC, Estabrook Capital Management, and Coston, McIsaac & Partners.
This table shows 5 institutional shareholders of the security as of 31 Dec 2022.
| 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.