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 96,576$5,887,0001.81%
HARBOR ADVISORY CORP /MA/ 64,893$3,956,0001.57%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 721,315$43,971,0001.53%
Friedenthal Financial 13,850$844,0000.62%
Westside Investment Management, Inc. 2,173$132,518,0000.35%
Cribstone Capital Management, LLC 5,628$343,0000.23%
Almanack Investment Partners, LLC. 24,996$1,524,0000.16%
NEVILLE RODIE & SHAW INC 22,135$1,349,0000.11%
GOFEN & GLOSSBERG LLC /IL/ 70,163$4,277,0000.11%
SCHOLTZ & COMPANY, LLC 4,442$271,0000.10%
View complete list of Schwab S&P 500 Index Fd shareholders