Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SCHWAB MUTL FUNDS
-
Total 13F shares
-
5,590,130
-
Share change
-
-3,901,154
-
Total reported value
-
$98,112,899
-
Price per share
-
$17.54
-
Number of holders
-
25
-
Value change
-
-$67,307,742
-
Number of buys
-
14
-
Number of sells
-
10
Institutional Holders of SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS as of Q4 2025
As of 31 Dec 2025,
SCHWAB S&P 500 INDEX - SCHWAB MUTL FUNDS was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,590,130 shares.
The largest 10 holders included
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, DUMONT & BLAKE INVESTMENT ADVISORS LLC, Ethos Financial Group, LLC, Coston, McIsaac & Partners, NEVILLE RODIE & SHAW INC, Williams Jones Wealth Management, LLC., NORTH STAR ASSET MANAGEMENT INC, CARRET ASSET MANAGEMENT, LLC, EDGAR LOMAX CO/VA, and STALEY CAPITAL ADVISERS INC.
This page lists
25
institutional shareholders reporting positions in this security
for the Q4 2025 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.