Q2 2015 13F Holders as of 30 Jun 2015
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Type / Class
-
Equity / SCHWAB MUTL FUNDS
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Number of holders
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9
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Total 13F shares, excl. options
-
214,047
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Shares change
-
+54,520
-
Total reported value, excl. options
-
$6,963,215
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Value change
-
+$1,773,564
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Number of buys
-
5
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Number of sells
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-2
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Price
-
$32.53
Significant Holders of SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q2 2015
9 filings reported holding 808509855 - SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q2 2015.
SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 214,047 shares
.
Largest 9 shareholders include DUMONT & BLAKE INVESTMENT ADVISORS LLC (76,840 shares), SOUTH TEXAS MONEY MANAGEMENT LTD (43,495 shares), NEVILLE RODIE & SHAW INC (19,743 shares), GOFEN & GLOSSBERG LLC /IL/ (19,465 shares), VAN STRUM & TOWNE INC. (13,609 shares), LATHROP INVESTMENT MANAGEMENT CORP (13,099 shares), TOWER BRIDGE ADVISORS (11,039 shares), RNC CAPITAL MANAGEMENT LLC (8,760 shares), and KARPAS STRATEGIES LLC (7,997 shares).
This table shows the top 9 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.