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

Back to all holdings Add to watchlist

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 Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Links
Filings
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%–
 Download
Other shareholders
Schwab S&P 500 Index Fd shareholders Q2 2021
NameSharesValueWeighting ↓
DUMONT & BLAKE INVESTMENT ADVISORS LLC 98,491$6,2212.11%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 696,628$43,999,0351.10%
Coston, McIsaac & Partners 27,264$1,7220.64%
Ethos Financial Group, LLC 22,528$1,422,8370.44%
RE Dickinson Investment Advisors, LLC 14,669$9270.31%
Front Street Capital Management, Inc. 21,518$1,3590.29%
NEVILLE RODIE & SHAW INC 20,773$1,3120.12%
Wallington Asset Management, LLC 8,171$5160.10%
Estabrook Capital Management 4,788$302,4100.05%
CARRET ASSET MANAGEMENT, LLC 4,504$284,0000.04%
View complete list of Schwab S&P 500 Index Fd shareholders