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 | 98,646 | $5,478,000 | 2.05% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 693,393 | $38,504,000 | 1.51% |
| Coston, McIsaac & Partners | 23,121 | $1,283,000 | 0.58% |
| Cribstone Capital Management, LLC | 12,491 | $694,000 | 0.43% |
| Westside Investment Management, Inc. | 1,816 | $100,891,000 | 0.24% |
| Strengthening Families & Communities, LLC | 5,670 | $314,000 | 0.16% |
| GOFEN & GLOSSBERG LLC /IL/ | 90,120 | $5,004,000 | 0.14% |
| MILLER WEALTH ADVISORS, LLC | 2,874 | $168,000 | 0.14% |
| NEVILLE RODIE & SHAW INC | 20,439 | $1,135,000 | 0.11% |
| Estabrook Capital Management | 3,890 | $216,012,000 | 0.04% |