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 Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $393,000 | -45.3% | 8,630 | -50.0% | 0.10% | +2.0% |
| Q2 2018 | $718,000 | +103.4% | 17,260 | +100.0% | 0.10% | -1.0% |
| Q1 2018 | $353,000 | -88.3% | 8,630 | -88.2% | 0.10% | -87.8% |
| Q4 2017 | $3,019,000 | +688.3% | 73,291 | +652.6% | 0.83% | +676.6% |
| Q3 2017 | $383,000 | +4.6% | 9,738 | 0.0% | 0.11% | +2.9% |
| Q2 2017 | $366,000 | -5.9% | 9,738 | -8.7% | 0.10% | -8.0% |
| Q1 2017 | $389,000 | +6.0% | 10,670 | 0.0% | 0.11% | +1.8% |
| Q4 2016 | $367,000 | -48.5% | 10,670 | -50.0% | 0.11% | +1.8% |
| Q3 2016 | $712,000 | +104.0% | 21,340 | +100.0% | 0.11% | +0.9% |
| Q2 2016 | $349,000 | +2.3% | 10,670 | 0.0% | 0.11% | 0.0% |
| Q1 2016 | $341,000 | -5.8% | 10,670 | -7.1% | 0.11% | -8.5% |
| Q4 2015 | $362,000 | -2.9% | 11,486 | -6.3% | 0.12% | -7.8% |
| Q3 2015 | $373,000 | -12.4% | 12,252 | -6.5% | 0.13% | -8.6% |
| Q2 2015 | $426,000 | – | 13,099 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 92,849 | $3,824,000 | 1.55% |
| LATHROP INVESTMENT MANAGEMENT CORP | 73,291 | $3,019,000 | 0.83% |
| VAN STRUM & TOWNE INC. | 8,037 | $331,000 | 0.22% |
| Nicollet Investment Management, Inc. | 5,930 | $244,000 | 0.20% |
| Almanack Investment Partners, LLC. | 10,967 | $452,000 | 0.18% |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 83,710 | $3,448,000 | 0.16% |
| KARPAS STRATEGIES, LLC | 8,462 | $349,000 | 0.15% |
| GOFEN & GLOSSBERG LLC /IL/ | 72,679 | $2,994,000 | 0.11% |
| NEVILLE RODIE & SHAW INC | 20,826 | $858,000 | 0.09% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 10,126 | $417,000 | 0.06% |