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

Back to all holdings Add to watchlist

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%.

Links
Filings
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$44,000–1,656–0.02%–
 Download
Other shareholders
SCHWAB SMALL-CAP INDEX shareholders Q4 2022
NameSharesValueWeighting ↓
DUMONT & BLAKE INVESTMENT ADVISORS LLC 68,308$1,989,0000.78%
CARRET ASSET MANAGEMENT, LLC 19,928$580,0000.08%
ALBION FINANCIAL GROUP /UT 11,968$349,0000.04%
KELLY LAWRENCE W & ASSOCIATES INC/CA 1,758$51,0000.01%
Estabrook Capital Management 817$23,791,0000.00%
ATLAS CAPITAL ADVISORS LLC 608$17,731,0000.00%
View complete list of SCHWAB SMALL-CAP INDEX shareholders