Schwab S&P 500 Index Fd's ticker is and the CUSIP is 808509855. A total of 19 filers reported holding Schwab S&P 500 Index Fd in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $269 | -3.2% | 4,043 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $278 | +9.0% | 4,043 | 0.0% | 0.02% | -17.9% |
| Q1 2023 | $255 | +7.6% | 4,043 | +0.1% | 0.03% | 0.0% |
| Q4 2022 | $237 | -99.9% | 4,040 | +3.1% | 0.03% | 0.0% |
| Q3 2022 | $218,000 | -7.6% | 3,919 | -2.9% | 0.03% | -3.4% |
| Q2 2022 | $236,000 | -16.0% | 4,036 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $281,000 | -4.4% | 4,036 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $294,000 | +10.5% | 4,036 | +0.8% | 0.03% | +3.6% |
| Q3 2021 | $266,000 | +6.0% | 4,004 | +5.7% | 0.03% | +7.7% |
| Q2 2021 | $251,000 | +8.7% | 3,787 | 0.0% | 0.03% | -3.7% |
| Q1 2021 | $231,000 | +6.5% | 3,787 | +0.0% | 0.03% | +3.8% |
| Q4 2020 | $217,000 | – | 3,786 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 98,580 | $5,755,000 | 1.88% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 694,783 | $40,561,000 | 1.50% |
| Cribstone Capital Management, LLC | 10,576 | $617,000 | 0.38% |
| Westside Investment Management, Inc. | 1,816 | $126,854,000 | 0.29% |
| Almanack Investment Partners, LLC. | 25,881 | $1,511,000 | 0.15% |
| NORTH STAR ASSET MANAGEMENT INC | 33,486 | $1,955,000 | 0.13% |
| GOFEN & GLOSSBERG LLC /IL/ | 72,857 | $4,253,000 | 0.11% |
| NEVILLE RODIE & SHAW INC | 21,677 | $1,265,000 | 0.11% |
| Wallington Asset Management, LLC | 4,606 | $269,000 | 0.06% |
| 55I, LLC | 29,822 | $1,741,000 | 0.05% |