RE Dickinson Investment Advisors, LLC - Schwab Balanced Pool ownership

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Schwab Balanced Pool's ticker is and the CUSIP is 808516306. A total of 3 filers reported holding Schwab Balanced Pool in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

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Filings
Quarter-by-quarter ownership
RE Dickinson Investment Advisors, LLC ownership history of Schwab Balanced Pool
ValueSharesWeighting
Q2 2023$194
+4.3%
2,712
+0.6%
0.07%
+12.7%
Q1 2023$186
+5.1%
2,6970.0%0.06%
-13.7%
Q4 2022$177–2,697–0.07%–
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Other shareholders
Schwab Balanced Pool shareholders Q4 2022
NameSharesValueWeighting ↓
RE Dickinson Investment Advisors, LLC 2,697$1770.07%
Eagle Bay Advisors LLC 784$51,4860.03%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 11,045$7250.02%
View complete list of Schwab Balanced Pool shareholders