Westside Investment Management, Inc. - Schwab S&P 500 Index Fd ownership

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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 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of Schwab S&P 500 Index Fd
ValueSharesWeighting
Q3 2023$79,594
-3.4%
1,1980.0%0.02%0.0%
Q2 2023$82,398
-28.2%
1,198
-34.0%
0.02%
-32.4%
Q1 2023$114,753
+7.9%
1,8160.0%0.03%
-87.0%
Q4 2022$106,341
-99.9%
1,8160.0%0.26%
+8.7%
Q3 2022$100,891,000
-20.5%
1,8160.0%0.24%
-16.0%
Q2 2022$126,854,0000.0%1,8160.0%0.29%
+3.2%
Q1 2022$126,854,000
+3.7%
1,8160.0%0.28%
-0.4%
Q4 2021$122,293,0000.0%1,8160.0%0.28%
-1.1%
Q3 2021$122,293,000
-15.0%
1,816
-16.4%
0.28%
-15.3%
Q2 2021$143,844,000
+8.5%
2,1730.0%0.33%
-4.9%
Q1 2021$132,518,000
+6.2%
2,1730.0%0.35%
+2.3%
Q4 2020$124,823,000
+10.1%
2,1730.0%0.34%
+557.7%
Q3 2020$113,345,000
+31.3%
2,1730.0%0.05%
-11.9%
Q1 2020$86,324,000
-25.4%
2,173
-25.0%
0.06%
+40.5%
Q4 2018$115,707,000
-6.9%
2,898
+0.0%
0.04%
+5.0%
Q3 2018$124,229,000
-1.6%
2,897
-0.0%
0.04%
-9.1%
Q2 2018$126,229,000–2,898–0.04%–
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Other shareholders
Schwab S&P 500 Index Fd shareholders Q4 2020
NameSharesValueWeighting ↓
DUMONT & BLAKE INVESTMENT ADVISORS LLC 97,762$6,4932.20%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 672,114$44,641,8111.09%
Coston, McIsaac & Partners 27,760$1,8430.70%
Grey Fox Wealth Advisors, LLC 8,141$540,7010.27%
NEVILLE RODIE & SHAW INC 19,818$1,3160.12%
Estabrook Capital Management 4,788$318,0190.06%
Wallington Asset Management, LLC 4,469$2970.05%
CARRET ASSET MANAGEMENT, LLC 4,504$299,1700.04%
NORTH STAR ASSET MANAGEMENT INC 9,288$616,9030.04%
ROWLANDMILLER & PARTNERS.ADV 2,010$133,5180.03%
View complete list of Schwab S&P 500 Index Fd shareholders