Barrett Asset Management, LLC - Schwab S&P 500 Index Fd ownership

Schwab S&P 500 Index Fd's ticker is and the CUSIP is 808509855. A total of 20 filers reported holding Schwab S&P 500 Index Fd in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Barrett Asset Management, LLC ownership history of Schwab S&P 500 Index Fd
ValueSharesWeighting
Q1 2022$1,099,000
-4.7%
15,8040.0%0.05%
+4.5%
Q4 2021$1,153,00015,8040.04%
Other shareholders
Schwab S&P 500 Index Fd shareholders Q4 2021
NameSharesValueWeighting ↓
DUMONT & BLAKE INVESTMENT ADVISORS LLC 96,306$5,530,0001.89%
HARBOR ADVISORY CORP /MA/ 59,013$3,389,0001.79%
Westside Investment Management, Inc. 2,173$124,823,0000.34%
KARPAS STRATEGIES, LLC 8,462$486,0000.19%
Almanack Investment Partners, LLC. 24,125$1,385,0000.16%
Cribstone Capital Management, LLC 3,802$218,0000.15%
NEVILLE RODIE & SHAW INC 22,504$1,292,0000.11%
GOFEN & GLOSSBERG LLC /IL/ 70,236$4,033,0000.11%
BTR CAPITAL MANAGEMENT INC 9,919$570,0000.09%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 7,509$431,0000.05%
View complete list of Schwab S&P 500 Index Fd shareholders