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 Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $44,000 | -20.0% | 1,105 | 0.0% | 0.01% | +22.2% |
| Q4 2019 | $55,000 | +10.0% | 1,105 | +1.9% | 0.01% | +12.5% |
| Q3 2019 | $50,000 | +2.0% | 1,084 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $49,000 | +4.3% | 1,084 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $47,000 | +11.9% | 1,084 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $42,000 | -12.5% | 1,084 | +2.7% | 0.01% | +12.5% |
| Q3 2018 | $48,000 | +6.7% | 1,055 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $45,000 | +4.7% | 1,055 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $43,000 | -23.2% | 1,055 | -22.1% | 0.01% | -20.0% |
| Q4 2017 | $56,000 | +7.7% | 1,355 | +1.8% | 0.01% | 0.0% |
| Q3 2017 | $52,000 | +4.0% | 1,331 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $50,000 | +2.0% | 1,331 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $49,000 | – | 1,331 | – | 0.01% | – |
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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% |