SCHWAB SMALL-CAP INDEX's ticker is and the CUSIP is 808509848. A total of 3 filers reported holding SCHWAB SMALL-CAP INDEX in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $36,000 | -29.4% | 1,758 | 0.0% | 0.01% | +12.5% |
| Q4 2019 | $51,000 | +8.5% | 1,758 | +6.1% | 0.01% | 0.0% |
| Q3 2019 | $47,000 | -2.1% | 1,657 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $48,000 | +2.1% | 1,657 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $47,000 | +14.6% | 1,657 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $41,000 | -19.6% | 1,657 | +10.9% | 0.01% | +12.5% |
| Q3 2018 | $51,000 | +4.1% | 1,494 | 0.0% | 0.01% | -11.1% |
| Q2 2018 | $49,000 | -5.8% | 1,494 | -11.8% | 0.01% | -10.0% |
| Q1 2018 | $52,000 | 0.0% | 1,694 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $52,000 | +4.0% | 1,694 | +5.2% | 0.01% | 0.0% |
| Q3 2017 | $50,000 | +4.2% | 1,610 | 0.0% | 0.01% | +11.1% |
| Q2 2017 | $48,000 | +4.3% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $46,000 | – | 1,610 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 68,308 | $1,989,000 | 0.78% |
| CARRET ASSET MANAGEMENT, LLC | 19,928 | $580,000 | 0.08% |
| ALBION FINANCIAL GROUP /UT | 11,968 | $349,000 | 0.04% |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 1,758 | $51,000 | 0.01% |
| Estabrook Capital Management | 817 | $23,791,000 | 0.00% |
| ATLAS CAPITAL ADVISORS LLC | 608 | $17,731,000 | 0.00% |