Q3 2017 13F Holders as of 30 Sep 2017
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Type / Class
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Equity / SCHWAB MUTL FUNDS
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Number of holders
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15
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Total 13F shares, excl. options
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365,634
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Shares change
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+20,174
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Total reported value, excl. options
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$14,373,733
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Value change
-
+$806,092
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Number of buys
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6
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Number of sells
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-4
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Price
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$39.31
Significant Holders of SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q3 2017
16 filings reported holding 808509855 - SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q3 2017.
SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 365,634 shares
.
Largest 10 shareholders include DUMONT & BLAKE INVESTMENT ADVISORS LLC (91,137 shares), SOUTH TEXAS MONEY MANAGEMENT LTD (80,021 shares), GOFEN & GLOSSBERG LLC /IL/ (71,541 shares), NEVILLE RODIE & SHAW INC (20,342 shares), Williams Jones & Associates LLC (18,880 shares), PARAMETRIC PORTFOLIO ASSOCIATES LLC (14,755 shares), TOWER BRIDGE ADVISORS (10,601 shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (10,126 shares), Almanack Investment Partners, LLC. (9,932 shares), and LATHROP INVESTMENT MANAGEMENT CORP (9,738 shares).
This table shows the top 15 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.