Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / IND
-
Number of holders
-
2
-
Total 13F shares, excl. options
-
14,107
-
Shares change
-
+294
-
Total reported value, excl. options
-
$858,000
-
Value change
-
+$17,895
-
Number of buys
-
1
-
Number of sells
-
-1
-
Price
-
$60.82
Significant Holders of Schwab US Mid-Cap Index - IND as of Q3 2021
2 filings reported holding 80850L726 - Schwab US Mid-Cap Index - IND as of Q3 2021.
Schwab US Mid-Cap Index - IND has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14,107 shares
.
Largest 2 shareholders include NORTH STAR ASSET MANAGEMENT INC (7,716 shares) and DUMONT & BLAKE INVESTMENT ADVISORS LLC (6,391 shares).
This table shows the top 2 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.