Schwab S&P 500 Index Fd's ticker is and the CUSIP is 808509855. A total of 17 filers reported holding Schwab S&P 500 Index Fd in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $373,000 | +8.7% | 7,155 | 0.0% | 0.19% | -1.0% |
| Q2 2020 | $343,000 | +20.8% | 7,155 | -0.0% | 0.19% | -9.0% |
| Q1 2020 | $284,000 | -38.5% | 7,158 | -23.5% | 0.21% | -2.8% |
| Q4 2019 | $462,000 | +7.9% | 9,358 | +0.9% | 0.22% | -20.3% |
| Q3 2019 | $428,000 | +1.7% | 9,279 | 0.0% | 0.27% | +2.7% |
| Q2 2019 | $421,000 | +107.4% | 9,279 | +75.4% | 0.26% | +65.0% |
| Q4 2018 | $203,000 | -15.1% | 5,289 | -6.3% | 0.16% | -7.0% |
| Q2 2018 | $239,000 | +3.5% | 5,645 | 0.0% | 0.17% | -3.9% |
| Q1 2018 | $231,000 | -5.3% | 5,645 | -4.8% | 0.18% | -10.9% |
| Q4 2017 | $244,000 | – | 5,930 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 96,306 | $5,530,000 | 1.89% |
| HARBOR ADVISORY CORP /MA/ | 59,013 | $3,389,000 | 1.79% |
| Westside Investment Management, Inc. | 2,173 | $124,823,000 | 0.34% |
| KARPAS STRATEGIES, LLC | 8,462 | $486,000 | 0.19% |
| Almanack Investment Partners, LLC. | 24,125 | $1,385,000 | 0.16% |
| Cribstone Capital Management, LLC | 3,802 | $218,000 | 0.15% |
| NEVILLE RODIE & SHAW INC | 22,504 | $1,292,000 | 0.11% |
| GOFEN & GLOSSBERG LLC /IL/ | 70,236 | $4,033,000 | 0.11% |
| BTR CAPITAL MANAGEMENT INC | 9,919 | $570,000 | 0.09% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,509 | $431,000 | 0.05% |