Schwab S&P 500 Index Fd's ticker is and the CUSIP is 808509855. A total of 14 filers reported holding Schwab S&P 500 Index Fd in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $273,000 | -0.4% | 6,015 | -4.4% | 0.01% | 0.0% |
| Q1 2019 | $274,000 | +9.6% | 6,291 | -3.6% | 0.01% | -14.3% |
| Q4 2018 | $250,000 | -15.5% | 6,525 | +0.4% | 0.01% | +16.7% |
| Q3 2018 | $296,000 | -72.1% | 6,501 | -74.1% | 0.01% | -73.9% |
| Q2 2018 | $1,062,000 | +3.5% | 25,114 | +0.0% | 0.02% | -4.2% |
| Q1 2018 | $1,026,000 | +31.9% | 25,111 | +33.0% | 0.02% | +33.3% |
| Q4 2017 | $778,000 | +4.9% | 18,884 | +0.0% | 0.02% | 0.0% |
| Q3 2017 | $742,000 | – | 18,880 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 96,945 | $3,714,000 | 1.74% |
| VAN STRUM & TOWNE INC. | 8,453 | $324,000 | 0.27% |
| Nicollet Investment Management, Inc. | 5,289 | $203,000 | 0.16% |
| KARPAS STRATEGIES, LLC | 8,462 | $324,000 | 0.15% |
| BTR CAPITAL MANAGEMENT INC | 15,700 | $601,000 | 0.13% |
| GOFEN & GLOSSBERG LLC /IL/ | 75,675 | $2,899,000 | 0.12% |
| NEVILLE RODIE & SHAW INC | 20,927 | $802,000 | 0.10% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 10,809 | $414,000 | 0.06% |
| Almanack Investment Partners, LLC. | 5,459 | $209,000 | 0.06% |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 30,665 | $1,175,000 | 0.06% |