SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / SCHWAB MUTL FUNDS
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
9,455,531
Holdings value
$163,290,882
% of all portfolios
0%
Number of holders
25
Number of buys
25
Number of sells
-4
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 9,455,531 $163,290,882 +$136,842,277 $17.27 25
2025 Q2 1,495,595 $143,370,084 -$6,129,465 $95.86 24
2025 Q1 1,566,087 $135,439,574 +$5,549,509 $86.41 26
2024 Q4 893,527 $80,671,949 -$643,883 $90.27 25
2024 Q3 896,172 $79,937,956 -$9,869,687 $89.21 22
2024 Q2 1,007,092 $84,856,368 +$7,869,891 $84.26 24
2024 Q1 912,179 $73,708,618 +$357,329 $80.81 22
2023 Q4 909,223 $66,462,053 +$2,214,219 $73.1 23
2023 Q3 878,819 $58,382,157 -$2,252,596 $66.42 19
2023 Q2 910,461 $62,515,986 -$4,080,754 $68.67 20
2023 Q1 973,713 $61,499,234 +$2,608,831 $63.16 22
2022 Q4 1,037,500 $60,960,837 +$2,028,815 $58.76 19
2022 Q3 1,003,312 $55,721,144 -$2,193,105 $55.53 20
2022 Q2 1,039,821 $187,452,162 +$1,513,782 $58.38 21
2022 Q1 1,029,707 $198,388,234 -$372,986 $69.59 18
2021 Q4 1,033,590 $75,378,723 -$424,645 $72.94 19
2021 Q3 1,040,974 $69,281,176 +$635,928 $66.55 17
2021 Q2 1,036,569 $68,589,112 -$2,505,663 $66.17 20
2021 Q1 1,081,163 $198,293,454 +$45,294,450 $60.97 22
2020 Q4 339,075 $144,167,690 +$2,085,986 $57.42 17
2020 Q3 307,299 $129,321,089 +$114,073,617 $52.13 16
2020 Q2 291,360 $13,947,776 -$86,659,889 $47.87 15
2020 Q1 302,248 $98,238,104 -$31,580,714 $39.71 15
2019 Q4 937,919 $46,324,167 +$30,413,151 $49.39 17
2019 Q3 357,545 $16,507,000 +$204,412 $46.16 18
2019 Q2 352,251 $15,991,393 -$24,351,776 $45.4 20
2019 Q1 911,030 $39,657,000 +$26,971,498 $43.53 17
2018 Q4 295,852 $11,339,707 -$306,824 $38.32 16
2018 Q3 300,495 $13,666,229 -$787,783 $45.53 16
2018 Q2 318,771 $13,479,581 +$2,888 $42.28 16
2018 Q1 319,018 $13,036,352 -$4,243,989 $40.86 15
2017 Q4 422,755 $17,414,663 +$2,156,965 $41.19 14
2017 Q3 365,634 $14,373,733 +$806,092 $39.31 15
2017 Q2 345,460 $12,998,923 +$1,098,969 $37.62 13
2017 Q1 316,763 $11,560,789 -$392,641 $36.5 12
2016 Q4 329,790 $11,349,664 +$663,499 $34.42 13
2016 Q3 310,504 $10,557,441 +$831,883 $34 11
2016 Q2 286,068 $9,368,204 +$1,498,609 $32.75 10
2016 Q1 239,820 $7,668,314 +$472,714 $31.98 10
2015 Q4 225,544 $7,116,319 +$215,676 $31.55 9
2015 Q3 218,710 $6,657,788 +$123,794 $30.44 8
2015 Q2 214,047 $6,963,215 +$1,773,564 $32.53 9
2015 Q1 159,527 $5,176,426 -$360,482 $32.45 5
2014 Q4 170,729 $5,490,671 +$502,130 $32.16 6
2014 Q3 155,110 $4,844,296 +$94,312 $31.23 5
2014 Q2 152,091 $4,698,308 -$14,695,357 $30.89 5
2014 Q1 652,879 $19,168,362 -$8,672,333 $29.36 7