Q3 2014 13F Holders as of 30 Sep 2014
-
Type / Class
-
Equity / SCHWAB MUTL FUNDS
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
155,110
-
Shares change
-
+3,019
-
Total reported value, excl. options
-
$4,844,296
-
Value change
-
+$94,312
-
Number of buys
-
3
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Price
-
$31.23
Significant Holders of SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q3 2014
5 filings reported holding 808509855 - SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q3 2014.
SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 155,110 shares
.
Largest 5 shareholders include DUMONT & BLAKE INVESTMENT ADVISORS LLC (72,856 shares), SOUTH TEXAS MONEY MANAGEMENT LTD (42,224 shares), NEVILLE RODIE & SHAW INC (20,452 shares), TOWER BRIDGE ADVISORS (11,729 shares), and KARPAS STRATEGIES LLC (7,849 shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.