Q1 2014 13F Holders as of 31 Mar 2014
-
Type / Class
-
Equity / SCHWAB MUTL FUNDS
-
Total 13F shares
-
652,879
-
Share change
-
-301,326
-
Total reported value
-
$19,168,362
-
Price per share
-
$29.36
-
Number of holders
-
7
-
Value change
-
-$8,672,333
-
Number of buys
-
6
-
Number of sells
-
2
Institutional Holders of SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q1 2014
As of 31 Mar 2014,
SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
652,879 shares.
The largest 7 holders included
PITTENGER & ANDERSON INC, DUMONT & BLAKE INVESTMENT ADVISORS LLC, SOUTH TEXAS MONEY MANAGEMENT LTD, BTR CAPITAL MANAGEMENT INC, NEVILLE RODIE & SHAW INC, TOWER BRIDGE ADVISORS, and KARPAS STRATEGIES LLC.
This page lists
7
institutional shareholders reporting positions in this security
for the Q1 2014 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.