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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.

HolderAmountPosition Size
($ in 1000's)
 As of
Coston McIsaac & Partners $2,184 03/31/2024
     SCHWAB MUTL FUNDS27,029$2,184 03/31/2024
Financial Gravity Asset Management Inc. $779 12/31/2023
     SCHWAB MUTL FUNDS9,272$779 12/31/2023
Garde Capital Inc. $656 12/31/2023
     Equities8,978$656 12/31/2023
Staley Capital Advisers Inc. $502 12/31/2023
     ETF6,867$502 12/31/2023
Tower Bridge Advisors $265 12/31/2023
     MUTUAL3,622$265 12/31/2023
Rowland & Co. Investment Counsel ADV2,040$165 03/31/2024
     COM2,040$165 03/31/2024
Strategic Investment Solutions Inc. IL $156 12/31/2023
     SCHWAB MUTL FUNDS2,138$156 12/31/2023
Main Street Group LTD $117 12/31/2023
     SCHWAB MUTL FUNDS1,600$117 12/31/2023
Westside Investment Management Inc. $113 03/31/2024
     ETF1,395$113 03/31/2024
Tucker Asset Management LLC15$1 12/31/2023
     SCHWAB MUTL FUNDS15$1 12/31/2023
Bill Ackman's: Pershing Square Capital Management
Louis Bacon's: Moore Capital Management
Kyle Bass's: HAYMAN CAPITAL MANAGEMENT,
Bruce Berkowitz's: Fairholme Capital Management
Warren Buffett's: Berkshire Hathaway
Steven Cohen's: Point72 Asset Management
Chase Coleman's: Tiger Global Management
Ray Dalio's: Bridgewater Associates
David Einhorn's: Greenlight Capital
Ken Fisher's: Fisher Asset Management
Jeremy Grantham's: Grantham Mayo Van Otterloo
Joel Greenblatt's: Gotham Asset Management
Ken Griffin's: Citadel Advisors
Andreas Halvorsen's: Viking Global Investors
Carl Icahn: Icahn Carl C
Seth Klarman's: Baupost Group
Daniel Loeb's: Third Point
Howard Marks's: Oaktree Capital Management
Victor Mashaal's: Senvest Management
John Paulson's: Paulson & CO.
Nelson Peltz's: Trian Fund Management
Larry Robbins's: Glenview Capital Management
Wilbur Ross's: Invesco Private Capital,
Barry Rosenstein's: Jana Partners
Jim Simons's: Renaissance Technologies
Paul Singer's: Elliott Investment Management
George Soros's: Soros Fund Management
Brian Taylor's: Pine River Capital Management
David Tepper's: APPALOOSA MANAGEMENT
Prem Watsa's: Fairfax Financial Holdings
Cathie Wood's: ARK Investment Management
Warren Buffett Dividend Stock Portfolio

Funds Holding SCHWABSAMPPINDEX | www.HoldingsChannel.com

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