OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC - Schwab S&P 500 Index Fd ownership

Back to all holdings Add to watchlist

Schwab S&P 500 Index Fd's ticker is and the CUSIP is 808509855. A total of 15 filers reported holding Schwab S&P 500 Index Fd in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Links
Filings
Quarter-by-quarter ownership
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ownership history of Schwab S&P 500 Index Fd
ValueSharesWeighting
Q4 2020$431,000
+10.2%
7,5090.0%0.05%
-32.9%
Q3 2020$391,000
-9.9%
7,509
-17.1%
0.08%
-15.1%
Q2 2020$434,000
+9.6%
9,059
-9.1%
0.09%
-9.7%
Q1 2020$396,000
-19.8%
9,969
-0.3%
0.10%
+3.0%
Q4 2019$494,000
-0.4%
9,994
-7.0%
0.10%0.0%
Q3 2019$496,000
+1.6%
10,7520.0%0.10%
+7.5%
Q2 2019$488,000
+4.3%
10,7520.0%0.09%
+2.2%
Q1 2019$468,000
+13.0%
10,752
-0.5%
0.09%
+46.8%
Q4 2018$414,000
-15.5%
10,809
+0.5%
0.06%
-1.6%
Q3 2018$490,000
-1.2%
10,752
-8.4%
0.06%
-7.4%
Q2 2018$496,000
+13.0%
11,741
+9.2%
0.07%
+13.3%
Q1 2018$439,000
+5.3%
10,752
+6.2%
0.06%
+9.1%
Q4 2017$417,000
+4.8%
10,1260.0%0.06%
+1.9%
Q3 2017$398,000
+4.5%
10,1260.0%0.05%0.0%
Q2 2017$381,000
+3.0%
10,1260.0%0.05%
+1.9%
Q1 2017$370,000–10,126–0.05%–
 Download
Other shareholders
Schwab S&P 500 Index Fd shareholders Q1 2018
NameSharesValueWeighting ↓
DUMONT & BLAKE INVESTMENT ADVISORS LLC 98,646$5,478,0002.05%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 693,393$38,504,0001.51%
Coston, McIsaac & Partners 23,121$1,283,0000.58%
Cribstone Capital Management, LLC 12,491$694,0000.43%
Westside Investment Management, Inc. 1,816$100,891,0000.24%
Strengthening Families & Communities, LLC 5,670$314,0000.16%
GOFEN & GLOSSBERG LLC /IL/ 90,120$5,004,0000.14%
MILLER WEALTH ADVISORS, LLC 2,874$168,0000.14%
NEVILLE RODIE & SHAW INC 20,439$1,135,0000.11%
Estabrook Capital Management 3,890$216,012,0000.04%
View complete list of Schwab S&P 500 Index Fd shareholders