Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / SCHWAB MUTL FUNDS
-
Total 13F shares
-
86,952
-
Share change
-
-16,435
-
Total reported value
-
$1,758,520
-
Price per share
-
$20.22
-
Number of holders
-
4
-
Value change
-
-$444,757
-
Number of sells
-
4
Institutional Holders of SCHWAB SMALL CAP INDEX - SCHWAB MUTL FUNDS as of Q1 2020
As of 31 Mar 2020,
SCHWAB SMALL CAP INDEX - SCHWAB MUTL FUNDS was held by
4 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
86,952 shares.
The largest 4 holders included
DUMONT & BLAKE INVESTMENT ADVISORS LLC, CARRET ASSET MANAGEMENT, LLC, KELLY LAWRENCE W & ASSOCIATES INC/CA, and Estabrook Capital Management.
This page lists
4
institutional shareholders reporting positions in this security
for the Q1 2020 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.