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 98,580$5,755,0001.88%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 694,783$40,561,0001.50%
Cribstone Capital Management, LLC 10,576$617,0000.38%
Westside Investment Management, Inc. 1,816$126,854,0000.29%
Almanack Investment Partners, LLC. 25,881$1,511,0000.15%
NORTH STAR ASSET MANAGEMENT INC 33,486$1,955,0000.13%
GOFEN & GLOSSBERG LLC /IL/ 72,857$4,253,0000.11%
NEVILLE RODIE & SHAW INC 21,677$1,265,0000.11%
Wallington Asset Management, LLC 4,606$269,0000.06%
55I, LLC 29,822$1,741,0000.05%
View complete list of Schwab S&P 500 Index Fd shareholders