Funds Holding SCHWABSAMPPINDEX
On this page, we present all of the funds holding SCHWABSAMPPINDEX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SCHWABSAMPPINDEX, with a link to that fund's top holdings. The next columns indicate the amount of SCHWABSAMPPINDEX stock held by each of the funds holding SCHWABSAMPPINDEX, followed by the SCHWABSAMPPINDEX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 9 funds holding SCHWABSAMPPINDEX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Coston McIsaac & Partners. For more details on the positions held by Coston McIsaac & Partners (or by any of the other funds holding SCHWABSAMPPINDEX), click the fund name in the "Holder" column of the funds-holding-SCHWABSAMPPINDEX table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Coston McIsaac & Partners | $2,184 | 03/31/2024 | |
SCHWAB MUTL FUNDS | 27,029 | $2,184 | 03/31/2024 |
Financial Gravity Asset Management Inc. | $779 | 12/31/2023 | |
SCHWAB MUTL FUNDS | 9,272 | $779 | 12/31/2023 |
Garde Capital Inc. | $656 | 12/31/2023 | |
Equities | 8,978 | $656 | 12/31/2023 |
Staley Capital Advisers Inc. | $502 | 12/31/2023 | |
ETF | 6,867 | $502 | 12/31/2023 |
Tower Bridge Advisors | $265 | 12/31/2023 | |
MUTUAL | 3,622 | $265 | 12/31/2023 |
Rowland & Co. Investment Counsel ADV | 2,040 | $165 | 03/31/2024 |
COM | 2,040 | $165 | 03/31/2024 |
Strategic Investment Solutions Inc. IL | $156 | 12/31/2023 | |
SCHWAB MUTL FUNDS | 2,138 | $156 | 12/31/2023 |
Main Street Group LTD | $117 | 12/31/2023 | |
SCHWAB MUTL FUNDS | 1,600 | $117 | 12/31/2023 |
Westside Investment Management Inc. | $113 | 03/31/2024 | |
ETF | 1,395 | $113 | 03/31/2024 |
Tucker Asset Management LLC | 15 | $1 | 12/31/2023 |
SCHWAB MUTL FUNDS | 15 | $1 | 12/31/2023 |