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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,170 | -3.3% | 4,504 | 0.0% | 0.04% | +2.4% |
| Q2 2023 | $309,304 | +8.9% | 4,504 | 0.0% | 0.04% | +5.1% |
| Q1 2023 | $284,000 | +116293.4% | 4,504 | +8.4% | 0.04% | +14.7% |
| Q4 2022 | $244 | -99.9% | 4,156 | +0.9% | 0.03% | 0.0% |
| Q3 2022 | $229,000 | -4.6% | 4,119 | 0.0% | 0.03% | +3.0% |
| Q2 2022 | $240,000 | -16.4% | 4,119 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $287,000 | -4.3% | 4,119 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $300,000 | +10.3% | 4,119 | +0.7% | 0.03% | +3.1% |
| Q3 2021 | $272,000 | -0.4% | 4,091 | -0.8% | 0.03% | 0.0% |
| Q2 2021 | $273,000 | -6.2% | 4,126 | -13.6% | 0.03% | -11.1% |
| Q1 2021 | $291,000 | +3.2% | 4,776 | -2.7% | 0.04% | -5.3% |
| Q4 2020 | $282,000 | +10.6% | 4,911 | +0.2% | 0.04% | -2.6% |
| Q3 2020 | $255,000 | +9.0% | 4,899 | 0.0% | 0.04% | +2.6% |
| Q2 2020 | $234,000 | -3.3% | 4,899 | 0.0% | 0.04% | +8.6% |
| Q4 2019 | $242,000 | +8.0% | 4,899 | +0.9% | 0.04% | -2.8% |
| Q3 2019 | $224,000 | +6.7% | 4,854 | +4.9% | 0.04% | +9.1% |
| Q2 2019 | $210,000 | +4.5% | 4,628 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $201,000 | -1.5% | 4,628 | +3.4% | 0.03% | +6.5% |
| Q3 2018 | $204,000 | -1.9% | 4,476 | -11.2% | 0.03% | -3.1% |
| Q4 2017 | $208,000 | – | 5,038 | – | 0.03% | – |
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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% |