Schwab S&P 500 Index Fd's ticker is and the CUSIP is 808509855. A total of 5 filers reported holding Schwab S&P 500 Index Fd in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $486,000 | +10.2% | 8,462 | 0.0% | 0.19% | -6.4% |
| Q3 2020 | $441,000 | +8.9% | 8,462 | 0.0% | 0.20% | +4.1% |
| Q2 2020 | $405,000 | +20.5% | 8,462 | 0.0% | 0.20% | +7.1% |
| Q1 2020 | $336,000 | -19.6% | 8,462 | 0.0% | 0.18% | +15.9% |
| Q4 2019 | $418,000 | +6.9% | 8,462 | 0.0% | 0.16% | -0.6% |
| Q3 2019 | $391,000 | +1.8% | 8,462 | 0.0% | 0.16% | -0.6% |
| Q2 2019 | $384,000 | +4.3% | 8,462 | 0.0% | 0.16% | +2.6% |
| Q1 2019 | $368,000 | +13.6% | 8,462 | 0.0% | 0.16% | +2.6% |
| Q4 2018 | $324,000 | -15.8% | 8,462 | 0.0% | 0.15% | -5.0% |
| Q3 2018 | $385,000 | +7.5% | 8,462 | 0.0% | 0.16% | +2.6% |
| Q2 2018 | $358,000 | +3.5% | 8,462 | 0.0% | 0.16% | +3.3% |
| Q1 2018 | $346,000 | -0.9% | 8,462 | 0.0% | 0.15% | 0.0% |
| Q4 2017 | $349,000 | +4.8% | 8,462 | 0.0% | 0.15% | +2.7% |
| Q3 2017 | $333,000 | +4.7% | 8,462 | 0.0% | 0.15% | +2.1% |
| Q2 2017 | $318,000 | +2.9% | 8,462 | 0.0% | 0.14% | +1.4% |
| Q1 2017 | $309,000 | +6.2% | 8,462 | 0.0% | 0.14% | +2.9% |
| Q4 2016 | $291,000 | +3.6% | 8,462 | +2.5% | 0.14% | 0.0% |
| Q3 2016 | $281,000 | +4.1% | 8,253 | 0.0% | 0.14% | +1.5% |
| Q2 2016 | $270,000 | +2.3% | 8,253 | 0.0% | 0.14% | -1.5% |
| Q1 2016 | $264,000 | +1.5% | 8,253 | 0.0% | 0.14% | 0.0% |
| Q4 2015 | $260,000 | +7.0% | 8,253 | +3.2% | 0.14% | +2.2% |
| Q3 2015 | $243,000 | -6.5% | 7,997 | 0.0% | 0.13% | +3.1% |
| Q2 2015 | $260,000 | +0.4% | 7,997 | 0.0% | 0.13% | +3.2% |
| Q1 2015 | $259,000 | +0.8% | 7,997 | 0.0% | 0.13% | +2.4% |
| Q4 2014 | $257,000 | +4.9% | 7,997 | +1.9% | 0.12% | +0.8% |
| Q3 2014 | $245,000 | +1.2% | 7,849 | 0.0% | 0.12% | +0.8% |
| Q2 2014 | $242,000 | +5.2% | 7,849 | 0.0% | 0.12% | -0.8% |
| Q1 2014 | $230,000 | – | 7,849 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 97,762 | $6,493 | 2.20% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 672,114 | $44,641,811 | 1.09% |
| Coston, McIsaac & Partners | 27,760 | $1,843 | 0.70% |
| Grey Fox Wealth Advisors, LLC | 8,141 | $540,701 | 0.27% |
| NEVILLE RODIE & SHAW INC | 19,818 | $1,316 | 0.12% |
| Estabrook Capital Management | 4,788 | $318,019 | 0.06% |
| Wallington Asset Management, LLC | 4,469 | $297 | 0.05% |
| CARRET ASSET MANAGEMENT, LLC | 4,504 | $299,170 | 0.04% |
| NORTH STAR ASSET MANAGEMENT INC | 9,288 | $616,903 | 0.04% |
| ROWLANDMILLER & PARTNERS.ADV | 2,010 | $133,518 | 0.03% |