Q2 2019 13F Holders as of 30 Jun 2019
-
Type / Class
-
Equity / SCHWAB MUTL FUNDS
-
Total 13F shares
-
95,380
-
Share change
-
+16,142
-
Total reported value
-
$2,746,521
-
Price per share
-
$28.80
-
Number of holders
-
5
-
Value change
-
+$464,576
-
Number of buys
-
4
Institutional Holders of SCHWAB SMALL CAP INDEX - SCHWAB MUTL FUNDS as of Q2 2019
As of 30 Jun 2019 SCHWAB SMALL CAP INDEX - SCHWAB MUTL FUNDS had 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 95,380 shares of stock of the company.
Largest 5 holders included DUMONT & BLAKE INVESTMENT ADVISORS LLC, CARRET ASSET MANAGEMENT, LLC, ALBION FINANCIAL GROUP /UT, KELLY LAWRENCE W & ASSOCIATES INC/CA, and ATLAS CAPITAL ADVISORS LLC.
This table shows 5 institutional shareholders of the security as of 30 Jun 2019.
| 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.