SCHWAB SMALL CAP INDEX - SCHWAB MUTL FUNDS

CUSIP: 808509848

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / SCHWAB MUTL FUNDS
Total 13F shares
109,011
Share change
+894
Total reported value
$3,161,961
Price per share
$29.01
Number of holders
6
Value change
+$25,997
Number of buys
2
Number of sells
2

Quarterly Holders Quick Answers

What is CUSIP 808509848?
CUSIP 808509848 identifies 808509848 - SCHWAB SMALL CAP INDEX - SCHWAB MUTL FUNDS in SEC institutional holdings data.

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Institutional Holders of SCHWAB SMALL CAP INDEX - SCHWAB MUTL FUNDS as of Q1 2023

As of 31 Mar 2023, SCHWAB SMALL CAP INDEX - SCHWAB MUTL FUNDS was held by 6 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 109,011 shares. The largest 6 holders included DUMONT & BLAKE INVESTMENT ADVISORS LLC, CARRET ASSET MANAGEMENT, LLC, TWIN CAPITAL MANAGEMENT INC, Estabrook Capital Management, Coston, McIsaac & Partners, and Strategic Investment Solutions, Inc. /IL. This page lists 6 institutional shareholders reporting positions in this security for the Q1 2023 filing period.
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.