Schwab US Mid-Cap Index's ticker is and the CUSIP is 80850L726. A total of 2 filers reported holding Schwab US Mid-Cap Index in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $457 | -5.6% | 8,595 | -1.0% | 0.16% | -1.3% |
| Q2 2023 | $484 | +7.3% | 8,681 | +2.4% | 0.16% | +2.6% |
| Q1 2023 | $451 | +6.9% | 8,474 | +2.7% | 0.15% | +2.7% |
| Q4 2022 | $422 | -99.9% | 8,251 | +2.2% | 0.15% | +3.5% |
| Q3 2022 | $384,000 | -2.0% | 8,073 | +1.5% | 0.14% | +12.5% |
| Q2 2022 | $392,000 | -11.3% | 7,952 | +6.8% | 0.13% | +5.8% |
| Q1 2022 | $442,000 | +0.5% | 7,447 | +6.3% | 0.12% | +5.2% |
| Q4 2021 | $440,000 | +13.1% | 7,006 | +9.6% | 0.12% | +3.6% |
| Q3 2021 | $389,000 | +4.0% | 6,391 | +4.9% | 0.11% | +4.7% |
| Q2 2021 | $374,000 | +15.1% | 6,092 | +7.0% | 0.11% | +6.0% |
| Q1 2021 | $325,000 | +20.8% | 5,695 | +11.8% | 0.10% | +8.7% |
| Q4 2020 | $269,000 | +21.7% | 5,094 | +3.0% | 0.09% | +9.5% |
| Q3 2020 | $221,000 | -6.0% | 4,948 | -29.6% | 0.08% | -30.6% |
| Q1 2020 | $235,000 | -21.7% | 7,030 | +7.4% | 0.12% | +2.5% |
| Q4 2019 | $300,000 | +9.5% | 6,543 | +4.8% | 0.12% | +2.6% |
| Q3 2019 | $274,000 | +4.2% | 6,241 | +3.5% | 0.12% | +4.5% |
| Q2 2019 | $263,000 | +4.0% | 6,029 | 0.0% | 0.11% | +2.8% |
| Q1 2019 | $253,000 | +16.6% | 6,029 | 0.0% | 0.11% | +4.9% |
| Q4 2018 | $217,000 | – | 6,029 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 8,251 | $422 | 0.15% |
| TWIN CAPITAL MANAGEMENT INC | 4,458 | $228 | 0.03% |