Q1 2021 13F Holders as of 31 Mar 2021
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Type / Class
-
Equity / SCHWAB MUTL FUNDS
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Total 13F shares
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1,081,163
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Share change
-
+742,088
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Total reported value
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$198,293,454
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Price per share
-
$60.97
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Number of holders
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22
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Value change
-
+$45,294,450
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Number of buys
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13
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Number of sells
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7
Institutional Holders of SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q1 2021
As of 31 Mar 2021 SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS had 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,081,163 shares of stock of the company.
Largest 10 holders included FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, DUMONT & BLAKE INVESTMENT ADVISORS LLC, GOFEN & GLOSSBERG LLC /IL/, HARBOR ADVISORY CORP /MA/, Almanack Investment Partners, LLC., NEVILLE RODIE & SHAW INC, Friedenthal Financial, RNC CAPITAL MANAGEMENT LLC, BTR CAPITAL MANAGEMENT INC, and NORTH STAR ASSET MANAGEMENT INC.
This table shows 22 institutional shareholders of the security as of 31 Mar 2021.
| 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.