Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / SCHWAB MUTL FUNDS
-
Number of holders
-
14
-
Total 13F shares, excl. options
-
422,755
-
Shares change
-
+51,191
-
Total reported value, excl. options
-
$17,414,663
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Value change
-
+$2,156,965
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Number of buys
-
9
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Number of sells
-
-3
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Price
-
$41.19
Significant Holders of SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q4 2017
17 filings reported holding 808509855 - SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q4 2017.
SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 422,755 shares
.
Largest 10 shareholders include DUMONT & BLAKE INVESTMENT ADVISORS LLC (92,849 shares), SOUTH TEXAS MONEY MANAGEMENT LTD (83,710 shares), LATHROP INVESTMENT MANAGEMENT CORP (73,291 shares), GOFEN & GLOSSBERG LLC /IL/ (72,679 shares), NEVILLE RODIE & SHAW INC (20,826 shares), Williams Jones & Associates LLC (18,884 shares), Almanack Investment Partners, LLC. (10,967 shares), TOWER BRIDGE ADVISORS (10,601 shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (10,126 shares), and KARPAS STRATEGIES, LLC (8,462 shares).
This table shows the top 14 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.