Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / SCHWAB MUTL FUNDS
-
Number of holders
-
4
-
Total 13F shares, excl. options
-
42,042
-
Shares change
-
-110,669
-
Total reported value, excl. options
-
$442,000
-
Value change
-
-$1,144,029
-
Number of buys
-
3
-
Number of sells
-
-2
-
Price
-
$10.51
Significant Holders of SCHWAB US AGGREGATE BOND INDEX - SCHWAB MUTL FUNDS as of Q2 2021
5 filings reported holding 808517718 - SCHWAB US AGGREGATE BOND INDEX - SCHWAB MUTL FUNDS as of Q2 2021.
SCHWAB US AGGREGATE BOND INDEX - SCHWAB MUTL FUNDS has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 42,042 shares
.
Largest 5 shareholders include Strategic Wealth Partners, Ltd. (16,155 shares), Summit Global Investments (13,406 shares), Almanack Investment Partners, LLC. (10,091 shares), True Link Financial Advisors, LLC (2,390 shares), and HARBOR ADVISORY CORP /MA/ (0 shares).
This table shows the top 4 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.