NORTH STAR ASSET MANAGEMENT INC - Schwab Total Stock Mrkt Ind-Se ownership

Schwab Total Stock Mrkt Ind-Se's ticker is and the CUSIP is 808509756. A total of 6 filers reported holding Schwab Total Stock Mrkt Ind-Se in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
NORTH STAR ASSET MANAGEMENT INC ownership history of Schwab Total Stock Mrkt Ind-Se
ValueSharesWeighting
Q3 2023$18,490,395
-4.8%
252,394
-1.5%
1.06%
-0.8%
Q2 2023$19,414,140
+5.0%
256,258
-3.1%
1.07%
-1.5%
Q1 2023$18,487,120
+6.6%
264,480
-0.6%
1.09%
+0.8%
Q4 2022$17,342,771
+5.8%
266,075
+0.2%
1.08%
-3.9%
Q3 2022$16,399,000
-4.5%
265,438
+0.1%
1.12%
-0.8%
Q2 2022$17,169,000
-18.7%
265,243
-2.3%
1.13%
-2.9%
Q1 2022$21,130,000
-7.2%
271,448
-1.9%
1.16%
+1.7%
Q4 2021$22,764,000
+6.8%
276,670
-0.7%
1.14%
-2.2%
Q3 2021$21,321,000
-1.2%
278,701
-1.1%
1.17%
-2.2%
Q2 2021$21,584,000
+7.5%
281,773
-0.7%
1.20%
-0.5%
Q1 2021$20,078,000
+5.7%
283,829
-0.7%
1.20%
+0.3%
Q4 2020$18,989,000
+10.8%
285,728
-1.9%
1.20%
-5.1%
Q3 2020$17,138,000
+8.1%
291,115
-0.8%
1.26%
+0.5%
Q2 2020$15,848,000
+20.6%
293,599
-1.2%
1.26%
-0.8%
Q1 2020$13,143,000
-22.7%
297,214
-2.2%
1.27%
+3.8%
Q4 2019$17,009,000
+3.9%
303,946
-2.9%
1.22%
-4.8%
Q3 2019$16,367,000
+0.3%
312,890
-0.8%
1.28%
+0.7%
Q2 2019$16,324,000
-2.3%
315,567
-6.2%
1.27%
-5.8%
Q1 2019$16,712,000
+12.0%
336,260
-1.8%
1.35%
-4.2%
Q4 2018$14,921,000
-17.0%
342,373
-0.5%
1.41%
-2.1%
Q3 2018$17,977,000
+3.8%
344,064
-3.1%
1.44%
-2.9%
Q2 2018$17,320,000
+3.1%
354,991
-0.8%
1.49%
-1.6%
Q1 2018$16,802,000
-0.6%
357,720
-0.1%
1.51%
-0.5%
Q4 2017$16,911,000
+2.4%
357,913
-1.9%
1.52%
-7.6%
Q3 2017$16,510,000
+2.0%
364,705
-2.5%
1.64%
-0.4%
Q2 2017$16,192,000
-4.8%
373,956
-7.6%
1.65%
-8.3%
Q1 2017$17,015,000
+4.9%
404,723
-0.8%
1.80%
+0.6%
Q4 2016$16,213,000
+1.2%
407,966
-0.6%
1.79%
-1.2%
Q3 2016$16,028,000
+4.1%
410,555
-0.3%
1.81%
+0.7%
Q2 2016$15,391,000
+1.8%
411,629
-0.8%
1.79%
+1.4%
Q1 2016$15,124,000
-0.3%
415,043
-1.2%
1.77%
-2.9%
Q4 2015$15,163,000
+1.2%
419,917
-2.1%
1.82%
-2.4%
Q3 2015$14,990,000
-8.8%
429,030
-1.7%
1.87%
-0.1%
Q2 2015$16,444,000
-2.9%
436,656
-3.0%
1.87%
-2.7%
Q1 2015$16,941,000
+8.2%
450,192
+6.4%
1.92%
+7.3%
Q4 2014$15,650,000
+1.1%
423,206
-1.7%
1.79%
-3.0%
Q3 2014$15,480,000
-1.3%
430,470
-1.2%
1.84%
+1.0%
Q2 2014$15,676,000
-1.1%
435,553
-5.7%
1.83%
-3.8%
Q1 2014$15,852,000
+0.4%
461,899
-1.5%
1.90%
-0.7%
Q4 2013$15,794,000
+13.7%
469,079
+5.4%
1.91%
+5.4%
Q3 2013$13,890,000
+12.9%
445,035
+6.4%
1.82%
+5.7%
Q2 2013$12,298,000418,2851.72%
Other shareholders
Schwab Total Stock Mrkt Ind-Se shareholders Q1 2022
NameSharesValueWeighting ↓
NORTH STAR ASSET MANAGEMENT INC 285,728$18,989,0001.20%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,318$287,0000.22%
Garde Capital, Inc. 15,718$1,044,0000.13%
GOFEN & GLOSSBERG LLC /IL/ 26,322$1,749,0000.05%
True Link Financial Advisors, LLC 603$40,0000.01%
View complete list of Schwab Total Stock Mrkt Ind-Se shareholders