Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / SCHWAB MUTL FUNDS
-
Total 13F shares
-
329,790
-
Share change
-
+19,286
-
Total reported value
-
$11,349,664
-
Price per share
-
$34.42
-
Number of holders
-
13
-
Value change
-
+$663,499
-
Number of buys
-
9
Institutional Holders of SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q4 2016
As of 31 Dec 2016,
SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
329,790 shares.
The largest 10 holders included
DUMONT & BLAKE INVESTMENT ADVISORS LLC, GOFEN & GLOSSBERG LLC /IL/, SOUTH TEXAS MONEY MANAGEMENT LTD, NEVILLE RODIE & SHAW INC, Fisher Asset Management, LLC, VAN STRUM & TOWNE INC., LATHROP INVESTMENT MANAGEMENT CORP, TOWER BRIDGE ADVISORS, LOWE BROCKENBROUGH & CO INC, and KARPAS STRATEGIES, LLC.
This page lists
13
institutional shareholders reporting positions in this security
for the Q4 2016 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.