SCHWAB SMALL-CAP INDEX's ticker is and the CUSIP is 808509848. A total of 5 filers reported holding SCHWAB SMALL-CAP INDEX in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,163 | -5.4% | 74,684 | -0.3% | 0.73% | -1.5% |
| Q2 2023 | $2,286 | +5.8% | 74,889 | +0.5% | 0.74% | +1.4% |
| Q1 2023 | $2,161 | +2.7% | 74,490 | -0.1% | 0.73% | -1.6% |
| Q4 2022 | $2,104 | -99.9% | 74,561 | +1.0% | 0.74% | +0.1% |
| Q3 2022 | $1,987,000 | -2.0% | 73,838 | +0.2% | 0.74% | +12.4% |
| Q2 2022 | $2,027,000 | -16.2% | 73,716 | +1.2% | 0.66% | +0.2% |
| Q1 2022 | $2,419,000 | -6.5% | 72,822 | +1.1% | 0.66% | -1.9% |
| Q4 2021 | $2,586,000 | +2.2% | 71,997 | +9.0% | 0.67% | -6.8% |
| Q3 2021 | $2,531,000 | -4.3% | 66,024 | +0.0% | 0.72% | -3.9% |
| Q2 2021 | $2,645,000 | +4.5% | 66,005 | +0.2% | 0.75% | -3.2% |
| Q1 2021 | $2,532,000 | +12.7% | 65,858 | -0.0% | 0.78% | +1.2% |
| Q4 2020 | $2,247,000 | +29.1% | 65,862 | +0.7% | 0.77% | +16.2% |
| Q3 2020 | $1,741,000 | +5.6% | 65,402 | +0.6% | 0.66% | -4.1% |
| Q2 2020 | $1,649,000 | +26.2% | 65,029 | +0.6% | 0.69% | +2.8% |
| Q1 2020 | $1,307,000 | -34.3% | 64,641 | -5.4% | 0.67% | -14.3% |
| Q4 2019 | $1,989,000 | +9.7% | 68,308 | +5.9% | 0.78% | +2.5% |
| Q3 2019 | $1,813,000 | -3.7% | 64,525 | -1.3% | 0.76% | -2.7% |
| Q2 2019 | $1,883,000 | +2.9% | 65,395 | +0.7% | 0.78% | +1.2% |
| Q1 2019 | $1,830,000 | +15.5% | 64,926 | +0.7% | 0.78% | +4.3% |
| Q4 2018 | $1,585,000 | -20.7% | 64,445 | +10.3% | 0.74% | -4.6% |
| Q3 2018 | $1,998,000 | +3.8% | 58,451 | +0.2% | 0.78% | -3.5% |
| Q2 2018 | $1,925,000 | +7.5% | 58,338 | -0.2% | 0.81% | +5.8% |
| Q1 2018 | $1,790,000 | -0.8% | 58,427 | -0.7% | 0.76% | +4.2% |
| Q4 2017 | $1,804,000 | +2.9% | 58,865 | +4.7% | 0.73% | -2.5% |
| Q3 2017 | $1,753,000 | +6.5% | 56,223 | +0.8% | 0.75% | +2.9% |
| Q2 2017 | $1,646,000 | +2.1% | 55,770 | -0.3% | 0.73% | +0.4% |
| Q1 2017 | $1,612,000 | +2.3% | 55,957 | -0.2% | 0.73% | -1.6% |
| Q4 2016 | $1,576,000 | +7.4% | 56,072 | +2.7% | 0.74% | +2.6% |
| Q3 2016 | $1,467,000 | +5.8% | 54,590 | -3.0% | 0.72% | +3.4% |
| Q2 2016 | $1,387,000 | +12.8% | 56,271 | +8.6% | 0.70% | +9.4% |
| Q1 2016 | $1,230,000 | +0.6% | 51,800 | +2.1% | 0.64% | +1.9% |
| Q4 2015 | $1,223,000 | +3.7% | 50,731 | +7.1% | 0.62% | -2.0% |
| Q3 2015 | $1,179,000 | -11.4% | 47,367 | +0.7% | 0.64% | -2.0% |
| Q2 2015 | $1,330,000 | +3.9% | 47,056 | +3.4% | 0.65% | +4.7% |
| Q1 2015 | $1,280,000 | +10.3% | 45,519 | +5.8% | 0.62% | +8.2% |
| Q4 2014 | $1,160,000 | +10.4% | 43,027 | +8.0% | 0.57% | +5.9% |
| Q3 2014 | $1,051,000 | -7.1% | 39,844 | +0.3% | 0.54% | -4.6% |
| Q2 2014 | $1,131,000 | +1.5% | 39,715 | -0.6% | 0.57% | -2.1% |
| Q1 2014 | $1,114,000 | +6.9% | 39,952 | +5.7% | 0.58% | +8.0% |
| Q4 2013 | $1,042,000 | +12.2% | 37,783 | +9.6% | 0.54% | +21.5% |
| Q3 2013 | $929,000 | – | 34,476 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 74,684 | $2,163 | 0.73% |
| CARRET ASSET MANAGEMENT, LLC | 20,746 | $600,808 | 0.08% |
| TWIN CAPITAL MANAGEMENT INC | 11,084 | $321,002 | 0.05% |
| Coston, McIsaac & Partners | 1,346 | $39 | 0.02% |
| Estabrook Capital Management | 1,445 | $41,847 | 0.01% |