Schwab S&P 500 Index Fd's ticker is and the CUSIP is 808509855. A total of 16 filers reported holding Schwab S&P 500 Index Fd in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $660 | +17.6% | 9,612 | +8.1% | 0.04% | +12.5% |
Q1 2023 | $561 | +10.9% | 8,889 | +3.1% | 0.03% | +14.3% |
Q4 2022 | $506 | -99.9% | 8,619 | 0.0% | 0.03% | -6.7% |
Q3 2022 | $479,000 | -12.9% | 8,619 | -8.5% | 0.03% | -3.2% |
Q2 2022 | $550,000 | -16.0% | 9,415 | 0.0% | 0.03% | -6.1% |
Q1 2022 | $655,000 | -6.7% | 9,415 | -2.1% | 0.03% | -5.7% |
Q4 2021 | $702,000 | +9.7% | 9,617 | +0.0% | 0.04% | +2.9% |
Q3 2021 | $640,000 | -4.9% | 9,613 | -5.5% | 0.03% | -5.6% |
Q2 2021 | $673,000 | +32.7% | 10,174 | +22.3% | 0.04% | +24.1% |
Q1 2021 | $507,000 | +6.1% | 8,317 | 0.0% | 0.03% | -3.3% |
Q4 2020 | $478,000 | +10.1% | 8,317 | 0.0% | 0.03% | -3.2% |
Q3 2020 | $434,000 | +9.0% | 8,317 | 0.0% | 0.03% | +6.9% |
Q2 2020 | $398,000 | +20.6% | 8,317 | 0.0% | 0.03% | +3.6% |
Q1 2020 | $330,000 | -35.0% | 8,317 | -19.1% | 0.03% | -12.5% |
Q4 2019 | $508,000 | +7.2% | 10,280 | +0.1% | 0.03% | -5.9% |
Q3 2019 | $474,000 | +66.3% | 10,272 | +17.3% | 0.03% | +41.7% |
Q2 2015 | $285,000 | – | 8,760 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 96,576 | $5,887,000 | 1.81% |
HARBOR ADVISORY CORP /MA/ | 64,893 | $3,956,000 | 1.57% |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 721,315 | $43,971,000 | 1.53% |
Friedenthal Financial | 13,850 | $844,000 | 0.62% |
Westside Investment Management, Inc. | 2,173 | $132,518,000 | 0.35% |
Cribstone Capital Management, LLC | 5,628 | $343,000 | 0.23% |
Almanack Investment Partners, LLC. | 24,996 | $1,524,000 | 0.16% |
NEVILLE RODIE & SHAW INC | 22,135 | $1,349,000 | 0.11% |
GOFEN & GLOSSBERG LLC /IL/ | 70,163 | $4,277,000 | 0.11% |
SCHOLTZ & COMPANY, LLC | 4,442 | $271,000 | 0.10% |