Q3 2018 13F Holders as of 30 Sep 2018
-
Type / Class
-
Equity / SCHWAB MUTL FUNDS
-
Total 13F shares
-
300,495
-
Share change
-
-18,276
-
Total reported value
-
$13,666,229
-
Price per share
-
$45.53
-
Number of holders
-
16
-
Value change
-
-$787,783
-
Number of buys
-
6
-
Number of sells
-
7
Institutional Holders of SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q3 2018
As of 30 Sep 2018,
SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
300,495 shares.
The largest 10 holders included
DUMONT & BLAKE INVESTMENT ADVISORS LLC, GOFEN & GLOSSBERG LLC /IL/, SOUTH TEXAS MONEY MANAGEMENT LTD, NEVILLE RODIE & SHAW INC, BTR CAPITAL MANAGEMENT INC, OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC, LATHROP INVESTMENT MANAGEMENT CORP, KARPAS STRATEGIES, LLC, VAN STRUM & TOWNE INC., and Williams Jones & Associates LLC.
This page lists
16
institutional shareholders reporting positions in this security
for the Q3 2018 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.