Schwab S&P 500 Index Fd's ticker is and the CUSIP is 808509855. A total of 17 filers reported holding Schwab S&P 500 Index Fd in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $431,000 | +10.2% | 7,509 | 0.0% | 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% | 10,752 | 0.0% | 0.10% | +7.5% |
| Q2 2019 | $488,000 | +4.3% | 10,752 | 0.0% | 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% | 10,126 | 0.0% | 0.06% | +1.9% |
| Q3 2017 | $398,000 | +4.5% | 10,126 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $381,000 | +3.0% | 10,126 | 0.0% | 0.05% | +1.9% |
| Q1 2017 | $370,000 | – | 10,126 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 97,762 | $6,493 | 2.20% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 672,114 | $44,641,811 | 1.09% |
| Coston, McIsaac & Partners | 27,760 | $1,843 | 0.70% |
| Grey Fox Wealth Advisors, LLC | 8,141 | $540,701 | 0.27% |
| NEVILLE RODIE & SHAW INC | 19,818 | $1,316 | 0.12% |
| Estabrook Capital Management | 4,788 | $318,019 | 0.06% |
| Wallington Asset Management, LLC | 4,469 | $297 | 0.05% |
| CARRET ASSET MANAGEMENT, LLC | 4,504 | $299,170 | 0.04% |
| NORTH STAR ASSET MANAGEMENT INC | 9,288 | $616,903 | 0.04% |
| ROWLANDMILLER & PARTNERS.ADV | 2,010 | $133,518 | 0.03% |