Schwab S&P 500 Index Fd's ticker is and the CUSIP is 808509855. A total of 22 filers reported holding Schwab S&P 500 Index Fd in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $393 | +8.3% | 4,665 | +3.9% | 0.06% | +5.3% |
| Q1 2024 | $363 | +10.7% | 4,490 | 0.0% | 0.06% | +3.6% |
| Q4 2023 | $328 | +10.4% | 4,490 | +0.5% | 0.06% | +1.9% |
| Q3 2023 | $297 | -5.4% | 4,469 | -2.4% | 0.05% | -3.6% |
| Q2 2023 | $314 | -39.1% | 4,577 | -44.0% | 0.06% | -45.6% |
| Q1 2023 | $516 | -99.8% | 8,171 | +77.4% | 0.10% | +87.3% |
| Q2 2022 | $269,000 | – | 4,606 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 92,849 | $3,824,000 | 1.55% |
| LATHROP INVESTMENT MANAGEMENT CORP | 73,291 | $3,019,000 | 0.83% |
| VAN STRUM & TOWNE INC. | 8,037 | $331,000 | 0.22% |
| Nicollet Investment Management, Inc. | 5,930 | $244,000 | 0.20% |
| Almanack Investment Partners, LLC. | 10,967 | $452,000 | 0.18% |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 83,710 | $3,448,000 | 0.16% |
| KARPAS STRATEGIES, LLC | 8,462 | $349,000 | 0.15% |
| GOFEN & GLOSSBERG LLC /IL/ | 72,679 | $2,994,000 | 0.11% |
| NEVILLE RODIE & SHAW INC | 20,826 | $858,000 | 0.09% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 10,126 | $417,000 | 0.06% |