Schwab S&P 500 Index Fd's ticker is and the CUSIP is 808509855. A total of 21 filers reported holding Schwab S&P 500 Index Fd in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $470,758 | -4.5% | 7,088 | -1.3% | 0.03% | 0.0% |
| Q2 2023 | $492,889 | +9.7% | 7,178 | +0.9% | 0.03% | +10.3% |
| Q1 2023 | $449,200 | +15.1% | 7,112 | +7.0% | 0.03% | +20.8% |
| Q4 2022 | $390,395 | -3.8% | 6,644 | -9.1% | 0.02% | -14.3% |
| Q3 2022 | $406,000 | -6.5% | 7,306 | -1.7% | 0.03% | +3.7% |
| Q2 2022 | $434,000 | +20.2% | 7,429 | +43.3% | 0.03% | +28.6% |
| Q1 2022 | $361,000 | -1.4% | 5,186 | +3.3% | 0.02% | -4.5% |
| Q4 2021 | $366,000 | +6.4% | 5,021 | -2.8% | 0.02% | 0.0% |
| Q3 2021 | $344,000 | +6.8% | 5,164 | +6.1% | 0.02% | +10.0% |
| Q2 2021 | $322,000 | +10.7% | 4,865 | +2.0% | 0.02% | +11.1% |
| Q1 2021 | $291,000 | +6.6% | 4,771 | +0.3% | 0.02% | -5.3% |
| Q4 2020 | $273,000 | – | 4,758 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 96,306 | $5,530,000 | 1.89% |
| HARBOR ADVISORY CORP /MA/ | 59,013 | $3,389,000 | 1.79% |
| Westside Investment Management, Inc. | 2,173 | $124,823,000 | 0.34% |
| KARPAS STRATEGIES, LLC | 8,462 | $486,000 | 0.19% |
| Almanack Investment Partners, LLC. | 24,125 | $1,385,000 | 0.16% |
| Cribstone Capital Management, LLC | 3,802 | $218,000 | 0.15% |
| NEVILLE RODIE & SHAW INC | 22,504 | $1,292,000 | 0.11% |
| GOFEN & GLOSSBERG LLC /IL/ | 70,236 | $4,033,000 | 0.11% |
| BTR CAPITAL MANAGEMENT INC | 9,919 | $570,000 | 0.09% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,509 | $431,000 | 0.05% |