Q2 2017 13F Holders as of 30 Jun 2017
-
Type / Class
-
Equity / SCHWAB MUTL FUNDS
-
Number of holders
-
13
-
Total 13F shares, excl. options
-
345,460
-
Shares change
-
+29,213
-
Total reported value, excl. options
-
$12,998,923
-
Value change
-
+$1,098,969
-
Number of buys
-
5
-
Number of sells
-
-2
-
Price
-
$37.62
Significant Holders of SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q2 2017
13 filings reported holding 808509855 - SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q2 2017.
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 345,460 shares
.
Largest 10 shareholders include DUMONT & BLAKE INVESTMENT ADVISORS LLC (90,211 shares), SOUTH TEXAS MONEY MANAGEMENT LTD (79,472 shares), GOFEN & GLOSSBERG LLC /IL/ (72,133 shares), NEVILLE RODIE & SHAW INC (20,394 shares), Parametric Portfolio Associates LLC (14,755 shares), VAN STRUM & TOWNE INC. (13,859 shares), TOWER BRIDGE ADVISORS (10,601 shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (10,126 shares), LATHROP INVESTMENT MANAGEMENT CORP (9,738 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.