As of 30 Sep 2025, 25 institutional investors reported holding 9,455,531 shares of SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS.
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 4,177,385 | $73,271,064 | +$2,694,160 | $17.54 | 3 |
| 2025 Q3 | 9,455,531 | $163,290,882 | +$136,842,299 | $17.27 | 25 |
| 2025 Q2 | 1,495,595 | $143,370,084 | -$6,129,463 | $95.86 | 24 |
| 2025 Q1 | 1,566,087 | $135,439,574 | +$5,549,508 | $86.41 | 26 |
| 2024 Q4 | 893,527 | $80,671,949 | -$643,884 | $90.27 | 25 |
| 2024 Q3 | 896,172 | $79,937,956 | -$9,869,689 | $89.21 | 22 |
| 2024 Q2 | 1,007,092 | $84,856,368 | +$7,869,886 | $84.26 | 24 |
| 2024 Q1 | 912,179 | $73,708,618 | +$357,329 | $80.81 | 22 |
| 2023 Q4 | 909,223 | $66,462,053 | +$2,214,220 | $73.10 | 23 |
| 2023 Q3 | 877,355 | $58,272,256 | -$2,175,383 | $66.42 | 18 |
| 2023 Q2 | 910,461 | $62,515,986 | -$4,080,754 | $68.67 | 20 |
| 2023 Q1 | 973,713 | $61,499,234 | +$2,533,885 | $63.16 | 22 |
| 2022 Q4 | 1,037,500 | $60,960,837 | +$2,028,815 | $58.76 | 19 |
| 2022 Q3 | 1,003,312 | $55,721,144 | -$2,507,104 | $55.53 | 20 |
| 2022 Q2 | 1,039,821 | $60,725,016 | +$1,513,781 | $58.38 | 21 |
| 2022 Q1 | 1,029,707 | $71,661,088 | -$372,986 | $69.59 | 18 |
| 2021 Q4 | 1,033,590 | $75,378,723 | -$424,644 | $72.94 | 19 |
| 2021 Q3 | 1,040,974 | $191,451,883 | -$23,381,113 | $66.55 | 17 |
| 2021 Q2 | 1,036,569 | $212,289,268 | -$2,505,663 | $66.17 | 20 |
| 2021 Q1 | 1,081,163 | $198,293,454 | +$45,294,452 | $60.97 | 22 |
| 2020 Q4 | 339,075 | $19,469,513 | +$2,085,985 | $57.42 | 17 |
| 2020 Q3 | 307,299 | $16,089,434 | +$841,960 | $52.13 | 16 |
| 2020 Q2 | 291,360 | $13,947,776 | -$422,214 | $47.87 | 15 |
| 2020 Q1 | 302,248 | $12,000,428 | -$31,580,685 | $39.71 | 15 |
| 2019 Q4 | 937,919 | $46,324,167 | +$30,413,121 | $49.39 | 17 |
| 2019 Q3 | 357,545 | $16,507,000 | +$204,414 | $46.16 | 18 |
| 2019 Q2 | 352,251 | $15,991,393 | -$24,351,756 | $45.40 | 20 |
| 2019 Q1 | 911,030 | $39,657,000 | +$26,971,478 | $43.53 | 17 |
| 2018 Q4 | 295,852 | $11,339,707 | -$306,824 | $38.32 | 16 |
| 2018 Q3 | 300,495 | $13,666,229 | -$787,785 | $45.53 | 16 |
| 2018 Q2 | 318,771 | $13,479,581 | +$2,888 | $42.28 | 16 |
| 2018 Q1 | 319,018 | $13,036,352 | -$4,243,986 | $40.86 | 15 |
| 2017 Q4 | 422,755 | $17,414,663 | +$2,156,967 | $41.19 | 14 |
| 2017 Q3 | 365,634 | $14,373,733 | +$806,091 | $39.31 | 15 |
| 2017 Q2 | 345,460 | $12,998,923 | +$1,098,969 | $37.62 | 13 |
| 2017 Q1 | 316,763 | $11,560,789 | -$392,643 | $36.50 | 12 |
| 2016 Q4 | 329,790 | $11,349,664 | +$663,499 | $34.42 | 13 |
| 2016 Q3 | 310,504 | $10,557,441 | +$831,882 | $34.00 | 11 |
| 2016 Q2 | 286,068 | $9,368,204 | +$1,498,608 | $32.75 | 10 |
| 2016 Q1 | 239,820 | $7,668,314 | +$472,713 | $31.98 | 10 |
| 2015 Q4 | 225,544 | $7,116,319 | +$200,244 | $31.55 | 9 |
| 2015 Q3 | 218,710 | $6,657,788 | +$123,794 | $30.44 | 8 |
| 2015 Q2 | 214,047 | $6,963,215 | +$1,773,564 | $32.53 | 9 |
| 2015 Q1 | 159,527 | $5,176,426 | -$360,482 | $32.45 | 5 |
| 2014 Q4 | 170,729 | $5,490,671 | +$502,130 | $32.16 | 6 |
| 2014 Q3 | 155,110 | $4,844,296 | +$94,311 | $31.23 | 5 |
| 2014 Q2 | 152,091 | $4,698,308 | -$14,695,333 | $30.89 | 5 |
| 2014 Q1 | 652,879 | $19,168,362 | -$8,672,333 | $29.36 | 7 |