Coston, McIsaac & Partners - SCHWAB SMALL-CAP INDEX ownership

SCHWAB SMALL-CAP INDEX's ticker is and the CUSIP is 808509848. A total of 5 filers reported holding SCHWAB SMALL-CAP INDEX in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Coston, McIsaac & Partners ownership history of SCHWAB SMALL-CAP INDEX
ValueSharesWeighting
Q3 2023$39
-4.9%
1,346
-2.0%
0.02%
+7.1%
Q2 2023$41
+5.1%
1,3730.0%0.01%
-6.7%
Q1 2023$39
-2.5%
1,373
-4.7%
0.02%
-6.2%
Q4 2022$40
-99.9%
1,441
-13.0%
0.02%
-20.0%
Q3 2022$44,0001,6560.02%
Other shareholders
SCHWAB SMALL-CAP INDEX shareholders Q4 2022
NameSharesValueWeighting ↓
DUMONT & BLAKE INVESTMENT ADVISORS LLC 65,395$1,883,0000.78%
CARRET ASSET MANAGEMENT, LLC 16,077$463,0000.07%
ALBION FINANCIAL GROUP /UT 11,678$336,0000.04%
KELLY LAWRENCE W & ASSOCIATES INC/CA 1,657$48,0000.01%
ATLAS CAPITAL ADVISORS LLC 573$16,521,0000.01%
View complete list of SCHWAB SMALL-CAP INDEX shareholders