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 20 filers reported holding Schwab S&P 500 Index Fd in Q2 2023. 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 Q2 2023
NameSharesValueWeighting ↓
DUMONT & BLAKE INVESTMENT ADVISORS LLC 98,491$6,2212.11%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 696,628$43,999,0351.10%
Coston, McIsaac & Partners 27,264$1,7220.64%
Ethos Financial Group, LLC 22,528$1,422,8370.44%
RE Dickinson Investment Advisors, LLC 14,669$9270.31%
Front Street Capital Management, Inc. 21,518$1,3590.29%
NEVILLE RODIE & SHAW INC 20,773$1,3120.12%
Wallington Asset Management, LLC 8,171$5160.10%
Estabrook Capital Management 4,788$302,4100.05%
CARRET ASSET MANAGEMENT, LLC 4,504$284,0000.04%
View complete list of Schwab S&P 500 Index Fd shareholders