Schwab S&P 500 Index Fd's ticker is and the CUSIP is 808509855. A total of 17 filers reported holding Schwab S&P 500 Index Fd in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 96,306 | $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% |