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

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Schwab S&P 500 Portfolio's ticker is and the CUSIP is 80850P206. A total of 1 filers reported holding Schwab S&P 500 Portfolio in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ownership history of Schwab S&P 500 Portfolio
ValueSharesWeighting
Q4 2020$619,000
+11.9%
9,5360.0%0.08%
-31.5%
Q3 2020$553,000
+8.6%
9,5360.0%0.11%
+1.8%
Q2 2020$509,000
+20.3%
9,5360.0%0.11%
-0.9%
Q1 2020$423,000
-19.7%
9,5360.0%0.11%
+2.8%
Q4 2019$527,000
+8.7%
9,5360.0%0.11%
+10.3%
Q3 2019$485,000
+1.5%
9,5360.0%0.10%
+6.6%
Q2 2019$478,000
+4.1%
9,5360.0%0.09%
+1.1%
Q1 2019$459,000
+13.3%
9,5360.0%0.09%
+47.5%
Q4 2018$405,000
-13.6%
9,5360.0%0.06%
+1.7%
Q3 2018$469,000
+7.6%
9,5360.0%0.06%
+1.7%
Q2 2018$436,000
+3.1%
9,5360.0%0.06%
+1.7%
Q1 2018$423,000
-0.9%
9,5360.0%0.06%
+1.8%
Q4 2017$427,000
+6.5%
9,5360.0%0.06%
+3.6%
Q3 2017$401,000
+4.2%
9,5360.0%0.06%0.0%
Q2 2017$385,000
+2.9%
9,5360.0%0.06%
+1.9%
Q1 2017$374,000
+5.6%
9,5360.0%0.05%
+3.8%
Q4 2016$354,000
+3.5%
9,5360.0%0.05%
+2.0%
Q3 2016$342,000
+3.6%
9,5360.0%0.05%
+4.1%
Q2 2016$330,000
+2.2%
9,5360.0%0.05%
+4.3%
Q1 2016$323,000
+1.3%
9,5360.0%0.05%
+2.2%
Q4 2015$319,000
+6.7%
9,5360.0%0.05%
+4.5%
Q3 2015$299,000
-6.9%
9,5360.0%0.04%
+2.3%
Q2 2015$321,0000.0%9,5360.0%0.04%
+2.4%
Q1 2015$321,000
+0.9%
9,5360.0%0.04%
+10.5%
Q4 2014$318,000
+4.6%
9,5360.0%0.04%
-2.6%
Q3 2014$304,000
+0.7%
9,5360.0%0.04%0.0%
Q2 2014$302,000
+3.8%
9,536
-1.4%
0.04%
+2.6%
Q1 2014$291,0000.0%9,667
-1.4%
0.04%0.0%
Q4 2013$291,000
+10.2%
9,8030.0%0.04%
+2.7%
Q3 2013$264,000
+4.8%
9,8030.0%0.04%
+2.8%
Q2 2013$252,000–9,803–0.04%–
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Other shareholders
Schwab S&P 500 Portfolio shareholders Q3 2019
NameSharesValueWeighting ↓
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 9,536$485,0000.10%
View complete list of Schwab S&P 500 Portfolio shareholders