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 Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,619 | -65.0% | 3,036 | -63.8% | 0.00% | -66.7% |
| Q2 2023 | $576,614 | +8.8% | 8,397 | +0.0% | 0.01% | +12.5% |
| Q1 2023 | $530,201 | +7.5% | 8,395 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $493,265 | -5.7% | 8,395 | -10.9% | 0.01% | -11.1% |
| Q3 2022 | $523,000 | +2.3% | 9,424 | +7.7% | 0.01% | +12.5% |
| Q2 2022 | $511,000 | -17.7% | 8,751 | -1.9% | 0.01% | -11.1% |
| Q1 2022 | $621,000 | -6.6% | 8,919 | -2.2% | 0.01% | +12.5% |
| Q4 2021 | $665,000 | +9.9% | 9,123 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $605,000 | -4.6% | 9,093 | -5.1% | 0.01% | -11.1% |
| Q2 2021 | $634,000 | +212.3% | 9,578 | +187.7% | 0.01% | +200.0% |
| Q1 2021 | $203,000 | -43.0% | 3,329 | -62.8% | 0.00% | -66.7% |
| Q1 2020 | $356,000 | +13.0% | 8,960 | +40.5% | 0.01% | +50.0% |
| Q4 2019 | $315,000 | +8.2% | 6,376 | +1.2% | 0.01% | 0.0% |
| Q3 2019 | $291,000 | – | 6,298 | – | 0.01% | – |
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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% |