Q4 2015 13F Holders as of 31 Dec 2015
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Type / Class
-
Equity / SCHWAB MUTL FUNDS
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Number of holders
-
9
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Total 13F shares, excl. options
-
225,544
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Shares change
-
+6,834
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Total reported value, excl. options
-
$7,116,319
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Value change
-
+$215,676
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Number of buys
-
7
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Number of sells
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-1
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Price
-
$31.55
Significant Holders of SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q4 2015
9 filings reported holding 808509855 - SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q4 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 225,544 shares
.
Largest 9 shareholders include DUMONT & BLAKE INVESTMENT ADVISORS LLC (79,711 shares), SOUTH TEXAS MONEY MANAGEMENT LTD (47,563 shares), GOFEN & GLOSSBERG LLC /IL/ (33,342 shares), NEVILLE RODIE & SHAW INC (20,040 shares), VAN STRUM & TOWNE INC. (13,859 shares), LATHROP INVESTMENT MANAGEMENT CORP (11,486 shares), TOWER BRIDGE ADVISORS (10,801 shares), KARPAS STRATEGIES, LLC (8,253 shares), and Feltz Wealth PLAN Inc. (489 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.