KARPAS STRATEGIES, LLC - Schwab S&P 500 Index Fd ownership

Schwab S&P 500 Index Fd's ticker is and the CUSIP is 808509855. A total of 17 filers reported holding Schwab S&P 500 Index Fd in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
KARPAS STRATEGIES, LLC ownership history of Schwab S&P 500 Index Fd
ValueSharesWeighting
Q4 2020$486,000
+10.2%
8,4620.0%0.19%
-6.4%
Q3 2020$441,000
+8.9%
8,4620.0%0.20%
+4.1%
Q2 2020$405,000
+20.5%
8,4620.0%0.20%
+7.1%
Q1 2020$336,000
-19.6%
8,4620.0%0.18%
+15.9%
Q4 2019$418,000
+6.9%
8,4620.0%0.16%
-0.6%
Q3 2019$391,000
+1.8%
8,4620.0%0.16%
-0.6%
Q2 2019$384,000
+4.3%
8,4620.0%0.16%
+2.6%
Q1 2019$368,000
+13.6%
8,4620.0%0.16%
+2.6%
Q4 2018$324,000
-15.8%
8,4620.0%0.15%
-5.0%
Q3 2018$385,000
+7.5%
8,4620.0%0.16%
+2.6%
Q2 2018$358,000
+3.5%
8,4620.0%0.16%
+3.3%
Q1 2018$346,000
-0.9%
8,4620.0%0.15%0.0%
Q4 2017$349,000
+4.8%
8,4620.0%0.15%
+2.7%
Q3 2017$333,000
+4.7%
8,4620.0%0.15%
+2.1%
Q2 2017$318,000
+2.9%
8,4620.0%0.14%
+1.4%
Q1 2017$309,000
+6.2%
8,4620.0%0.14%
+2.9%
Q4 2016$291,000
+3.6%
8,462
+2.5%
0.14%0.0%
Q3 2016$281,000
+4.1%
8,2530.0%0.14%
+1.5%
Q2 2016$270,000
+2.3%
8,2530.0%0.14%
-1.5%
Q1 2016$264,000
+1.5%
8,2530.0%0.14%0.0%
Q4 2015$260,000
+7.0%
8,253
+3.2%
0.14%
+2.2%
Q3 2015$243,000
-6.5%
7,9970.0%0.13%
+3.1%
Q2 2015$260,000
+0.4%
7,9970.0%0.13%
+3.2%
Q1 2015$259,000
+0.8%
7,9970.0%0.13%
+2.4%
Q4 2014$257,000
+4.9%
7,997
+1.9%
0.12%
+0.8%
Q3 2014$245,000
+1.2%
7,8490.0%0.12%
+0.8%
Q2 2014$242,000
+5.2%
7,8490.0%0.12%
-0.8%
Q1 2014$230,0007,8490.12%
Other shareholders
Schwab S&P 500 Index Fd shareholders Q4 2020
NameSharesValueWeighting ↓
DUMONT & BLAKE INVESTMENT ADVISORS LLC 98,646$5,478,0002.05%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 693,393$38,504,0001.51%
Coston, McIsaac & Partners 23,121$1,283,0000.58%
Cribstone Capital Management, LLC 12,491$694,0000.43%
Westside Investment Management, Inc. 1,816$100,891,0000.24%
Strengthening Families & Communities, LLC 5,670$314,0000.16%
GOFEN & GLOSSBERG LLC /IL/ 90,120$5,004,0000.14%
MILLER WEALTH ADVISORS, LLC 2,874$168,0000.14%
NEVILLE RODIE & SHAW INC 20,439$1,135,0000.11%
Estabrook Capital Management 3,890$216,012,0000.04%
View complete list of Schwab S&P 500 Index Fd shareholders