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 | 96,945 | $3,714,000 | 1.74% |
VAN STRUM & TOWNE INC. | 8,453 | $324,000 | 0.27% |
Nicollet Investment Management, Inc. | 5,289 | $203,000 | 0.16% |
KARPAS STRATEGIES, LLC | 8,462 | $324,000 | 0.15% |
BTR CAPITAL MANAGEMENT INC | 15,700 | $601,000 | 0.13% |
GOFEN & GLOSSBERG LLC /IL/ | 75,675 | $2,899,000 | 0.12% |
NEVILLE RODIE & SHAW INC | 20,927 | $802,000 | 0.10% |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 10,809 | $414,000 | 0.06% |
Almanack Investment Partners, LLC. | 5,459 | $209,000 | 0.06% |
SOUTH TEXAS MONEY MANAGEMENT LTD | 30,665 | $1,175,000 | 0.06% |