Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / SCHWAB MUTL FUNDS
-
Total 13F shares
-
422,755
-
Share change
-
+51,191
-
Total reported value
-
$17,414,663
-
Price per share
-
$41.19
-
Number of holders
-
14
-
Value change
-
+$2,156,965
-
Number of buys
-
9
-
Number of sells
-
3
Institutional Holders of SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q4 2017
As of 31 Dec 2017,
SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
422,755 shares.
The largest 10 holders included
DUMONT & BLAKE INVESTMENT ADVISORS LLC, SOUTH TEXAS MONEY MANAGEMENT LTD, LATHROP INVESTMENT MANAGEMENT CORP, GOFEN & GLOSSBERG LLC /IL/, NEVILLE RODIE & SHAW INC, Williams Jones & Associates LLC, Almanack Investment Partners, LLC., TOWER BRIDGE ADVISORS, OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC, and KARPAS STRATEGIES, LLC.
This page lists
14
institutional shareholders reporting positions in this security
for the Q4 2017 filing period.
| 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.