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 2019. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $1,589,000 | -0.1% | 34,426 | -1.8% | 0.07% | -1.5% |
Q2 2019 | $1,591,000 | +18.6% | 35,043 | +13.7% | 0.07% | +17.2% |
Q1 2019 | $1,341,000 | +14.1% | 30,808 | +0.5% | 0.06% | +3.6% |
Q4 2018 | $1,175,000 | -12.2% | 30,665 | +4.3% | 0.06% | 0.0% |
Q3 2018 | $1,339,000 | +13.0% | 29,406 | +4.9% | 0.06% | +7.7% |
Q2 2018 | $1,185,000 | +4.2% | 28,031 | +0.7% | 0.05% | 0.0% |
Q1 2018 | $1,137,000 | -67.0% | 27,831 | -66.8% | 0.05% | -67.5% |
Q4 2017 | $3,448,000 | +9.6% | 83,710 | +4.6% | 0.16% | +7.4% |
Q3 2017 | $3,146,000 | +5.2% | 80,021 | +0.7% | 0.15% | +1.4% |
Q2 2017 | $2,991,000 | +9.3% | 79,472 | +6.0% | 0.15% | +6.5% |
Q1 2017 | $2,737,000 | +20.6% | 74,992 | +13.8% | 0.14% | +16.0% |
Q4 2016 | $2,269,000 | +8.6% | 65,912 | +7.3% | 0.12% | +2.6% |
Q3 2016 | $2,089,000 | +7.6% | 61,447 | +3.6% | 0.12% | +6.4% |
Q2 2016 | $1,942,000 | +8.9% | 59,288 | +6.2% | 0.11% | +7.9% |
Q1 2016 | $1,784,000 | +18.9% | 55,814 | +17.3% | 0.10% | +17.4% |
Q4 2015 | $1,501,000 | +9.0% | 47,563 | +5.2% | 0.09% | +3.6% |
Q3 2015 | $1,377,000 | -2.7% | 45,228 | +4.0% | 0.08% | +1.2% |
Q2 2015 | $1,415,000 | -2.8% | 43,495 | -3.1% | 0.08% | -2.4% |
Q1 2015 | $1,456,000 | -1.0% | 44,880 | -1.9% | 0.08% | -6.7% |
Q4 2014 | $1,471,000 | +11.5% | 45,748 | +8.3% | 0.09% | +5.9% |
Q3 2014 | $1,319,000 | +4.1% | 42,224 | +3.0% | 0.08% | +4.9% |
Q2 2014 | $1,267,000 | +21.7% | 41,004 | +15.7% | 0.08% | +15.7% |
Q1 2014 | $1,041,000 | +9.0% | 35,442 | +7.1% | 0.07% | +4.5% |
Q4 2013 | $955,000 | +44.7% | 33,106 | +33.2% | 0.07% | +31.4% |
Q3 2013 | $660,000 | +6.6% | 24,851 | +1.3% | 0.05% | +2.0% |
Q2 2013 | $619,000 | – | 24,535 | – | 0.05% | – |
Download |
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% |