SCHOLTZ & COMPANY, 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 22 filers reported holding Schwab S&P 500 Index Fd in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
SCHOLTZ & COMPANY, LLC ownership history of Schwab S&P 500 Index Fd
ValueSharesWeighting
Q4 2021$328,000
+9.7%
4,498
+1.3%
0.11%0.0%
Q3 2021$299,000
-39.2%
4,442
-40.3%
0.11%
-36.9%
Q2 2021$492,000
+81.5%
7,442
+67.5%
0.17%
+63.1%
Q1 2021$271,0004,4420.10%
Other shareholders
Schwab S&P 500 Index Fd shareholders Q1 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