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 20 filers reported holding Schwab S&P 500 Index Fd in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 2022
NameSharesValueWeighting ↓
DUMONT & BLAKE INVESTMENT ADVISORS LLC 98,580$5,755,0001.88%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 694,783$40,561,0001.50%
Cribstone Capital Management, LLC 10,576$617,0000.38%
Westside Investment Management, Inc. 1,816$126,854,0000.29%
Almanack Investment Partners, LLC. 25,881$1,511,0000.15%
NORTH STAR ASSET MANAGEMENT INC 33,486$1,955,0000.13%
GOFEN & GLOSSBERG LLC /IL/ 72,857$4,253,0000.11%
NEVILLE RODIE & SHAW INC 21,677$1,265,0000.11%
Wallington Asset Management, LLC 4,606$269,0000.06%
55I, LLC 29,822$1,741,0000.05%
View complete list of Schwab S&P 500 Index Fd shareholders