RE Dickinson Investment Advisors, LLC - Schwab S&P 500 Index Fd ownership

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 Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
RE Dickinson Investment Advisors, LLC ownership history of Schwab S&P 500 Index Fd
ValueSharesWeighting
Q2 2023$1,016
+9.6%
14,790
+0.8%
0.37%
+19.2%
Q1 2023$927
+4.9%
14,669
-2.5%
0.31%
-14.2%
Q4 2022$88415,0460.36%
Other shareholders
Schwab S&P 500 Index Fd shareholders Q4 2022
NameSharesValueWeighting ↓
DUMONT & BLAKE INVESTMENT ADVISORS LLC 96,306$5,530,0001.89%
HARBOR ADVISORY CORP /MA/ 59,013$3,389,0001.79%
Westside Investment Management, Inc. 2,173$124,823,0000.34%
KARPAS STRATEGIES, LLC 8,462$486,0000.19%
Almanack Investment Partners, LLC. 24,125$1,385,0000.16%
Cribstone Capital Management, LLC 3,802$218,0000.15%
NEVILLE RODIE & SHAW INC 22,504$1,292,0000.11%
GOFEN & GLOSSBERG LLC /IL/ 70,236$4,033,0000.11%
BTR CAPITAL MANAGEMENT INC 9,919$570,0000.09%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 7,509$431,0000.05%
View complete list of Schwab S&P 500 Index Fd shareholders