Q4 2014 13F Holders as of 31 Dec 2014
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Type / Class
-
Equity / SCHWAB MUTL FUNDS
-
Total 13F shares
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170,729
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Share change
-
+15,619
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Total reported value
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$5,490,671
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Price per share
-
$32.16
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Number of holders
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6
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Value change
-
+$502,130
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Number of buys
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5
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Number of sells
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1
Institutional Holders of SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q4 2014
As of 31 Dec 2014 SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS had 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 170,729 shares of stock of the company.
Largest 6 holders included DUMONT & BLAKE INVESTMENT ADVISORS LLC, SOUTH TEXAS MONEY MANAGEMENT LTD, NEVILLE RODIE & SHAW INC, TOWER BRIDGE ADVISORS, Fisher Asset Management, LLC, and KARPAS STRATEGIES LLC.
This table shows 6 institutional shareholders of the security as of 31 Dec 2014.
| 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.