Coston, McIsaac & Partners - Schwab S&P 500 Index Fd ownership

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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 Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Coston, McIsaac & Partners ownership history of Schwab S&P 500 Index Fd
ValueSharesWeighting
Q3 2023$1,843
+18.3%
27,760
+22.3%
0.70%
+30.4%
Q2 2023$1,558
-9.5%
22,700
-16.7%
0.54%
-16.4%
Q1 2023$1,722
+24.4%
27,264
+15.7%
0.64%
+18.9%
Q4 2022$1,384
-99.9%
23,568
+1.9%
0.54%
-7.9%
Q3 2022$1,283,000–23,121–0.58%–
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Other shareholders
Schwab S&P 500 Index Fd shareholders Q4 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