Grassi Investment Management - Schwab Total Stock Mrkt Ind-Se ownership

Schwab Total Stock Mrkt Ind-Se's ticker is and the CUSIP is 808509756. A total of 6 filers reported holding Schwab Total Stock Mrkt Ind-Se in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Grassi Investment Management ownership history of Schwab Total Stock Mrkt Ind-Se
ValueSharesWeighting
Q3 2023$215
-3.6%
2,9390.0%0.02%0.0%
Q2 2023$223
+8.8%
2,9390.0%0.02%0.0%
Q1 2023$205
-99.9%
2,939
+1.6%
0.02%
+4.2%
Q1 2022$225,000
-5.5%
2,8930.0%0.02%0.0%
Q4 2021$238,000
+9.2%
2,893
+1.5%
0.02%
-4.0%
Q3 2021$218,0000.0%2,8510.0%0.02%
+4.2%
Q2 2021$218,000
+7.9%
2,8510.0%0.02%
+4.3%
Q1 2021$202,0002,8510.02%
Other shareholders
Schwab Total Stock Mrkt Ind-Se shareholders Q1 2023
NameSharesValueWeighting ↓
NORTH STAR ASSET MANAGEMENT INC 265,243$17,169,0001.13%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,294$278,0000.21%
Garde Capital, Inc. 15,639$1,012,0000.12%
Almanack Investment Partners, LLC. 8,344$540,0000.05%
GOFEN & GLOSSBERG LLC /IL/ 21,593$1,398,0000.04%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 8,910$577,0000.02%
View complete list of Schwab Total Stock Mrkt Ind-Se shareholders