Q4 2016 13F Holders as of 31 Dec 2016
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Type / Class
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Equity / SCHWAB MUTL FUNDS
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Total 13F shares
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329,790
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Share change
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+19,286
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Total reported value
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$11,349,664
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Price per share
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$34.42
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Number of holders
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13
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Value change
-
+$663,499
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Number of buys
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9
Institutional Holders of SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q4 2016
As of 31 Dec 2016 SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS had 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 329,790 shares of stock of the company.
Largest 10 holders included DUMONT & BLAKE INVESTMENT ADVISORS LLC, GOFEN & GLOSSBERG LLC /IL/, SOUTH TEXAS MONEY MANAGEMENT LTD, NEVILLE RODIE & SHAW INC, Fisher Asset Management, LLC, VAN STRUM & TOWNE INC., LATHROP INVESTMENT MANAGEMENT CORP, TOWER BRIDGE ADVISORS, LOWE BROCKENBROUGH & CO INC, and KARPAS STRATEGIES, LLC.
This table shows 13 institutional shareholders of the security as of 31 Dec 2016.
| 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.