Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / SCHWAB MUTL FUNDS
-
Number of holders
-
13
-
Total 13F shares, excl. options
-
329,790
-
Shares change
-
+19,286
-
Total reported value, excl. options
-
$11,349,664
-
Value change
-
+$663,499
-
Number of buys
-
9
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Price
-
$34.42
Significant Holders of SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q4 2016
13 filings reported holding 808509855 - SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q4 2016.
SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 329,790 shares
.
Largest 10 shareholders include DUMONT & BLAKE INVESTMENT ADVISORS LLC (87,750 shares), GOFEN & GLOSSBERG LLC /IL/ (72,605 shares), SOUTH TEXAS MONEY MANAGEMENT LTD (65,912 shares), NEVILLE RODIE & SHAW INC (20,394 shares), Fisher Asset Management, LLC (17,493 shares), VAN STRUM & TOWNE INC. (13,859 shares), LATHROP INVESTMENT MANAGEMENT CORP (10,670 shares), TOWER BRIDGE ADVISORS (10,601 shares), LOWE BROCKENBROUGH & CO INC (8,987 shares), and KARPAS STRATEGIES, LLC (8,462 shares).
This table shows the top 13 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.