KELLY LAWRENCE W & ASSOCIATES INC/CA - SCHWAB SMALL-CAP INDEX ownership

SCHWAB SMALL-CAP INDEX's ticker is and the CUSIP is 808509848. A total of 5 filers reported holding SCHWAB SMALL-CAP INDEX in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
KELLY LAWRENCE W & ASSOCIATES INC/CA ownership history of SCHWAB SMALL-CAP INDEX
ValueSharesWeighting
Q1 2020$36,000
-29.4%
1,7580.0%0.01%
+12.5%
Q4 2019$51,000
+8.5%
1,758
+6.1%
0.01%0.0%
Q3 2019$47,000
-2.1%
1,6570.0%0.01%0.0%
Q2 2019$48,000
+2.1%
1,6570.0%0.01%0.0%
Q1 2019$47,000
+14.6%
1,6570.0%0.01%
-11.1%
Q4 2018$41,000
-19.6%
1,657
+10.9%
0.01%
+12.5%
Q3 2018$51,000
+4.1%
1,4940.0%0.01%
-11.1%
Q2 2018$49,000
-5.8%
1,494
-11.8%
0.01%
-10.0%
Q1 2018$52,0000.0%1,6940.0%0.01%0.0%
Q4 2017$52,000
+4.0%
1,694
+5.2%
0.01%0.0%
Q3 2017$50,000
+4.2%
1,6100.0%0.01%
+11.1%
Q2 2017$48,000
+4.3%
1,6100.0%0.01%0.0%
Q1 2017$46,0001,6100.01%
Other shareholders
SCHWAB SMALL-CAP INDEX shareholders Q3 2023
NameSharesValueWeighting ↓
DUMONT & BLAKE INVESTMENT ADVISORS LLC 74,684$2,1630.73%
CARRET ASSET MANAGEMENT, LLC 20,746$600,8080.08%
TWIN CAPITAL MANAGEMENT INC 11,084$321,0020.05%
Coston, McIsaac & Partners 1,346$390.02%
Estabrook Capital Management 1,445$41,8470.01%
View complete list of SCHWAB SMALL-CAP INDEX shareholders