Schwab S&P 500 Index Fd's ticker is and the CUSIP is 808509855. A total of 16 filers reported holding Schwab S&P 500 Index Fd in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $399,000 | +0.3% | 7,646 | -7.9% | 0.26% | -6.5% |
| Q2 2020 | $398,000 | +18.5% | 8,305 | -2.0% | 0.28% | +4.1% |
| Q1 2020 | $336,000 | -19.6% | 8,471 | 0.0% | 0.27% | +3.1% |
| Q4 2019 | $418,000 | +6.9% | 8,471 | +0.1% | 0.26% | 0.0% |
| Q3 2019 | $391,000 | +1.8% | 8,463 | +0.1% | 0.26% | -5.5% |
| Q2 2019 | $384,000 | +4.3% | 8,453 | 0.0% | 0.27% | -0.4% |
| Q1 2019 | $368,000 | +13.6% | 8,453 | 0.0% | 0.27% | +0.4% |
| Q4 2018 | $324,000 | -15.6% | 8,453 | +0.1% | 0.27% | +10.1% |
| Q3 2018 | $384,000 | +7.6% | 8,442 | 0.0% | 0.25% | +0.4% |
| Q2 2018 | $357,000 | +8.5% | 8,442 | +5.0% | 0.25% | +6.9% |
| Q1 2018 | $329,000 | -0.6% | 8,037 | 0.0% | 0.23% | +5.0% |
| Q4 2017 | $331,000 | +4.7% | 8,037 | 0.0% | 0.22% | +6.8% |
| Q3 2017 | $316,000 | -39.5% | 8,037 | -42.0% | 0.21% | -39.4% |
| Q2 2017 | $522,000 | +3.2% | 13,859 | 0.0% | 0.34% | +4.3% |
| Q1 2017 | $506,000 | +6.1% | 13,859 | 0.0% | 0.33% | +9.0% |
| Q4 2016 | $477,000 | +1.3% | 13,859 | 0.0% | 0.30% | -3.5% |
| Q3 2016 | $471,000 | +3.7% | 13,859 | 0.0% | 0.31% | +2.6% |
| Q2 2016 | $454,000 | +2.5% | 13,859 | 0.0% | 0.30% | +2.7% |
| Q1 2016 | $443,000 | +1.4% | 13,859 | 0.0% | 0.29% | +3.9% |
| Q4 2015 | $437,000 | +5.6% | 13,859 | +1.8% | 0.28% | 0.0% |
| Q3 2015 | $414,000 | -6.5% | 13,609 | 0.0% | 0.28% | +3.7% |
| Q2 2015 | $443,000 | – | 13,609 | – | 0.27% | – |
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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% |