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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54 | -3.6% | 825 | 0.0% | 0.02% | +25.0% |
| Q2 2023 | $56 | +7.7% | 825 | 0.0% | 0.01% | -20.0% |
| Q1 2023 | $52 | +8.3% | 825 | 0.0% | 0.02% | +7.1% |
| Q4 2022 | $48 | -99.9% | 825 | 0.0% | 0.01% | +55.6% |
| Q3 2022 | $45,000 | -6.2% | 825 | 0.0% | 0.01% | -35.7% |
| Q2 2022 | $48,000 | -15.8% | 825 | 0.0% | 0.01% | +7.7% |
| Q1 2022 | $57,000 | – | 825 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 96,306 | $5,530,000 | 1.89% |
| HARBOR ADVISORY CORP /MA/ | 59,013 | $3,389,000 | 1.79% |
| Westside Investment Management, Inc. | 2,173 | $124,823,000 | 0.34% |
| KARPAS STRATEGIES, LLC | 8,462 | $486,000 | 0.19% |
| Almanack Investment Partners, LLC. | 24,125 | $1,385,000 | 0.16% |
| Cribstone Capital Management, LLC | 3,802 | $218,000 | 0.15% |
| NEVILLE RODIE & SHAW INC | 22,504 | $1,292,000 | 0.11% |
| GOFEN & GLOSSBERG LLC /IL/ | 70,236 | $4,033,000 | 0.11% |
| BTR CAPITAL MANAGEMENT INC | 9,919 | $570,000 | 0.09% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,509 | $431,000 | 0.05% |