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%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $149,176 | +11.7% | 2,040 | +1.5% | 0.03% | +3.0% |
Q3 2023 | $133,518 | -3.3% | 2,010 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $138,041 | +8.7% | 2,010 | 0.0% | 0.03% | +6.5% |
Q1 2023 | $126,964 | +7.9% | 2,010 | 0.0% | 0.03% | +6.9% |
Q4 2022 | $117,657 | -99.9% | 2,010 | +1.7% | 0.03% | -3.3% |
Q3 2022 | $109,795,000 | -4.2% | 1,977 | +0.7% | 0.03% | +3.4% |
Q2 2022 | $114,609,000 | -16.1% | 1,963 | 0.0% | 0.03% | -9.4% |
Q1 2022 | $136,607,000 | +8.0% | 1,963 | +13.3% | 0.03% | +14.3% |
Q4 2021 | $126,455,000 | +11.7% | 1,733 | +1.3% | 0.03% | 0.0% |
Q2 2021 | $113,251,000 | +8.5% | 1,711 | 0.0% | 0.03% | +3.7% |
Q1 2021 | $104,334,000 | – | 1,711 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 96,306 | $5,530,000 | 1.89% |
HARBOR ADVISORY CORP /MA/ | 59,013 | $3,389,000 | 1.79% |
Westside Investment Management, Inc. | 2,173 | $124,823,000 | 0.34% |
KARPAS STRATEGIES, LLC | 8,462 | $486,000 | 0.19% |
Almanack Investment Partners, LLC. | 24,125 | $1,385,000 | 0.16% |
Cribstone Capital Management, LLC | 3,802 | $218,000 | 0.15% |
NEVILLE RODIE & SHAW INC | 22,504 | $1,292,000 | 0.11% |
GOFEN & GLOSSBERG LLC /IL/ | 70,236 | $4,033,000 | 0.11% |
BTR CAPITAL MANAGEMENT INC | 9,919 | $570,000 | 0.09% |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,509 | $431,000 | 0.05% |