Cyrus J. Lawrence, 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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cyrus J. Lawrence, LLC ownership history of Schwab S&P 500 Index Fd
ValueSharesWeighting
Q3 2023$54
-3.6%
8250.0%0.02%
+25.0%
Q2 2023$56
+7.7%
8250.0%0.01%
-20.0%
Q1 2023$52
+8.3%
8250.0%0.02%
+7.1%
Q4 2022$48
-99.9%
8250.0%0.01%
+55.6%
Q3 2022$45,000
-6.2%
8250.0%0.01%
-35.7%
Q2 2022$48,000
-15.8%
8250.0%0.01%
+7.7%
Q1 2022$57,0008250.01%
Other shareholders
Schwab S&P 500 Index Fd shareholders Q3 2023
NameSharesValueWeighting ↓
DUMONT & BLAKE INVESTMENT ADVISORS LLC 97,762$6,4932.20%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 672,114$44,641,8111.09%
Coston, McIsaac & Partners 27,760$1,8430.70%
Grey Fox Wealth Advisors, LLC 8,141$540,7010.27%
NEVILLE RODIE & SHAW INC 19,818$1,3160.12%
Estabrook Capital Management 4,788$318,0190.06%
Wallington Asset Management, LLC 4,469$2970.05%
CARRET ASSET MANAGEMENT, LLC 4,504$299,1700.04%
NORTH STAR ASSET MANAGEMENT INC 9,288$616,9030.04%
ROWLANDMILLER & PARTNERS.ADV 2,010$133,5180.03%
View complete list of Schwab S&P 500 Index Fd shareholders