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 2019. The put-call ratio across all filers is - and the average weighting 1.3%.
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 | 98,083 | $6,826,000 | 1.86% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 706,218 | $49,146,000 | 1.55% |
| Cribstone Capital Management, LLC | 10,623 | $739,000 | 0.40% |
| Westside Investment Management, Inc. | 1,816 | $126,854,000 | 0.28% |
| Almanack Investment Partners, LLC. | 25,771 | $1,793,000 | 0.16% |
| NORTH STAR ASSET MANAGEMENT INC | 33,575 | $2,336,000 | 0.13% |
| GOFEN & GLOSSBERG LLC /IL/ | 72,917 | $5,074,000 | 0.12% |
| NEVILLE RODIE & SHAW INC | 21,677 | $1,513,000 | 0.11% |
| Barrett Asset Management, LLC | 15,804 | $1,099,000 | 0.05% |
| Estabrook Capital Management | 3,890 | $270,705,000 | 0.04% |