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 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $278,000 | -3.1% | 4,294 | -0.6% | 0.21% | -2.7% |
Q4 2020 | $287,000 | +14.3% | 4,318 | +1.1% | 0.22% | +5.3% |
Q3 2020 | $251,000 | -11.6% | 4,269 | -18.8% | 0.21% | -21.4% |
Q2 2020 | $284,000 | +22.4% | 5,255 | 0.0% | 0.27% | +1.5% |
Q1 2020 | $232,000 | -22.4% | 5,255 | -1.7% | 0.26% | +0.8% |
Q4 2019 | $299,000 | +13.7% | 5,346 | +6.3% | 0.26% | +3.6% |
Q3 2019 | $263,000 | -9.0% | 5,029 | -10.0% | 0.25% | -5.3% |
Q2 2019 | $289,000 | +4.0% | 5,589 | 0.0% | 0.26% | +2.3% |
Q1 2019 | $278,000 | +15.4% | 5,589 | +1.1% | 0.26% | +0.4% |
Q4 2018 | $241,000 | -18.0% | 5,530 | -1.9% | 0.26% | +4.0% |
Q3 2018 | $294,000 | +5.8% | 5,635 | -1.1% | 0.25% | -1.2% |
Q2 2018 | $278,000 | +3.7% | 5,699 | 0.0% | 0.25% | +3.7% |
Q1 2018 | $268,000 | -0.4% | 5,699 | 0.0% | 0.24% | +0.4% |
Q4 2017 | $269,000 | +6.7% | 5,699 | +2.4% | 0.24% | +0.4% |
Q3 2017 | $252,000 | +4.6% | 5,566 | 0.0% | 0.24% | +3.4% |
Q2 2017 | $241,000 | +3.9% | 5,566 | +0.9% | 0.23% | +6.4% |
Q1 2017 | $232,000 | – | 5,518 | – | 0.22% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
NORTH STAR ASSET MANAGEMENT INC | 344,064 | $17,977,000 | 1.44% |
L & S Advisors Inc | 52,847 | $2,761,000 | 0.36% |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 5,635 | $294,000 | 0.25% |
Almanack Investment Partners, LLC. | 4,083 | $205,000 | 0.05% |
ALBION FINANCIAL GROUP /UT | 6,413 | $335,000 | 0.04% |
GOFEN & GLOSSBERG LLC /IL/ | 19,378 | $1,012,000 | 0.04% |
QCI ASSET MANAGEMENT INC/NY | 44 | $2,000 | 0.00% |