Holistic Financial Partners - Schwab S&P 500 Index Fd ownership

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
Holistic Financial Partners ownership history of Schwab S&P 500 Index Fd
ValueSharesWeighting
Q4 2019$30,691,000
+16.5%
621,398
+2.6%
18.35%
+65.4%
Q1 2019$26,355,000605,45111.09%
Other shareholders
Schwab S&P 500 Index Fd shareholders Q1 2019
NameSharesValueWeighting ↓
DUMONT & BLAKE INVESTMENT ADVISORS LLC 98,491$6,2212.11%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 696,628$43,999,0351.10%
Coston, McIsaac & Partners 27,264$1,7220.64%
Ethos Financial Group, LLC 22,528$1,422,8370.44%
RE Dickinson Investment Advisors, LLC 14,669$9270.31%
Front Street Capital Management, Inc. 21,518$1,3590.29%
NEVILLE RODIE & SHAW INC 20,773$1,3120.12%
Wallington Asset Management, LLC 8,171$5160.10%
Estabrook Capital Management 4,788$302,4100.05%
CARRET ASSET MANAGEMENT, LLC 4,504$284,0000.04%
View complete list of Schwab S&P 500 Index Fd shareholders