Q2 2018 13F Holders as of 30 Jun 2018
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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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16
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Total 13F shares, excl. options
-
318,771
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Shares change
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-247
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Total reported value, excl. options
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$13,479,581
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Value change
-
+$2,888
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Number of buys
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8
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Number of sells
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-3
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Price
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$42.28
Significant Holders of SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q2 2018
17 filings reported holding 808509855 - SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q2 2018.
SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 318,771 shares
.
Largest 10 shareholders include DUMONT & BLAKE INVESTMENT ADVISORS LLC (93,637 shares), GOFEN & GLOSSBERG LLC /IL/ (73,414 shares), SOUTH TEXAS MONEY MANAGEMENT LTD (28,031 shares), Williams Jones & Associates LLC (25,114 shares), NEVILLE RODIE & SHAW INC (20,318 shares), BTR CAPITAL MANAGEMENT INC (16,060 shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (11,741 shares), LATHROP INVESTMENT MANAGEMENT CORP (8,630 shares), KARPAS STRATEGIES, LLC (8,462 shares), and VAN STRUM & TOWNE INC. (8,442 shares).
This table shows the top 16 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.