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 | 98,491 | $6,221 | 2.11% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 696,628 | $43,999,035 | 1.10% |
| Coston, McIsaac & Partners | 27,264 | $1,722 | 0.64% |
| Ethos Financial Group, LLC | 22,528 | $1,422,837 | 0.44% |
| RE Dickinson Investment Advisors, LLC | 14,669 | $927 | 0.31% |
| Front Street Capital Management, Inc. | 21,518 | $1,359 | 0.29% |
| NEVILLE RODIE & SHAW INC | 20,773 | $1,312 | 0.12% |
| Wallington Asset Management, LLC | 8,171 | $516 | 0.10% |
| Estabrook Capital Management | 4,788 | $302,410 | 0.05% |
| CARRET ASSET MANAGEMENT, LLC | 4,504 | $284,000 | 0.04% |