Schwab S&P 500 Index Fd shareholders Q3 2023

Schwab S&P 500 Index Fd's ticker is and the CUSIP is 808509855. A total of 19 filers reported holding Schwab S&P 500 Index Fd in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Schwab S&P 500 Index Fd shareholders Q3 2023
NameSharesValueWeighting ↓
DUMONT & BLAKE INVESTMENT ADVISORS LLC 97,762$6,4932.20%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 672,114$44,641,8111.09%
Coston, McIsaac & Partners 27,760$1,8430.70%
Grey Fox Wealth Advisors, LLC 8,141$540,7010.27%
NEVILLE RODIE & SHAW INC 19,818$1,3160.12%
Estabrook Capital Management 4,788$318,0190.06%
Wallington Asset Management, LLC 4,469$2970.05%
CARRET ASSET MANAGEMENT, LLC 4,504$299,1700.04%
NORTH STAR ASSET MANAGEMENT INC 9,288$616,9030.04%
ROWLANDMILLER & PARTNERS.ADV 2,010$133,5180.03%
EDGAR LOMAX CO/VA 7,088$470,7580.03%
STALEY CAPITAL ADVISERS INC 6,867$456,1100.02%
Westside Investment Management, Inc. 1,198$79,5940.02%
Garde Capital, Inc. 4,043$2690.02%
TOWER BRIDGE ADVISORS 3,622$240,5650.02%
Cyrus J. Lawrence, LLC 825$540.02%
Financial Gravity Asset Management, Inc. 9,272$779,4020.01%
Williams Jones Wealth Management, LLC. 3,036$201,6190.00%
DB Fitzpatrick & Co, Inc 22$1,4880.00%

This page lists Schwab S&P 500 Index Fd's shareholders in Q3 2023. To view Schwab S&P 500 Index Fd's shareholder history, click here.