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 18 filers reported holding Schwab S&P 500 Index Fd in Q1 2022. 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 2022
NameSharesValueWeighting ↓
DUMONT & BLAKE INVESTMENT ADVISORS LLC 98,580$5,755,0001.88%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 694,783$40,561,0001.50%
Cribstone Capital Management, LLC 10,576$617,0000.38%
Westside Investment Management, Inc. 1,816$126,854,0000.29%
Almanack Investment Partners, LLC. 25,881$1,511,0000.15%
NORTH STAR ASSET MANAGEMENT INC 33,486$1,955,0000.13%
GOFEN & GLOSSBERG LLC /IL/ 72,857$4,253,0000.11%
NEVILLE RODIE & SHAW INC 21,677$1,265,0000.11%
Wallington Asset Management, LLC 4,606$269,0000.06%
55I, LLC 29,822$1,741,0000.05%
View complete list of Schwab S&P 500 Index Fd shareholders