Schwab S&P 500 Index Fd shareholder history

Current and past Schwab S&P 500 Index Fd shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
NEVILLE RODIE & SHAW INC 43430.05%0.09%0.12%Q2 2013Q4 202343
DUMONT & BLAKE INVESTMENT ADVISORS LLC 41410.84%1.63%2.20%Q3 2013Q3 202341
GOFEN & GLOSSBERG LLC /IL/ 31310.03%0.11%0.14%Q2 2015Q4 202231
TOWER BRIDGE ADVISORS 1810.02%0.03%0.05%Q1 2014Q3 202329
KARPAS STRATEGIES, LLC 28280.12%0.15%0.20%Q1 2014Q4 202028
SOUTH TEXAS MONEY MANAGEMENT LTD 26260.05%0.09%0.16%Q2 2013Q3 201926
VAN STRUM & TOWNE INC. 22220.21%0.27%0.34%Q2 2015Q3 202022
CARRET ASSET MANAGEMENT, LLC 1410.03%0.04%0.04%Q4 2017Q3 202320
Almanack Investment Partners, LLC. 1010.03%0.14%0.20%Q1 2017Q2 202218
RNC CAPITAL MANAGEMENT LLC 1610.02%0.03%0.04%Q2 2015Q2 202317
BTR CAPITAL MANAGEMENT INC 1340.07%0.14%0.23%Q2 2013Q1 202117
Westside Investment Management, Inc. 1310.02%0.17%0.35%Q2 2018Q3 202317
Estabrook Capital Management 16160.03%0.04%0.06%Q4 2019Q3 202316
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 16160.05%0.07%0.10%Q1 2017Q4 202016
NORTH STAR ASSET MANAGEMENT INC 1230.02%0.06%0.13%Q2 2019Q3 202315
LATHROP INVESTMENT MANAGEMENT CORP 14140.10%0.16%0.83%Q2 2015Q3 201814
Cribstone Capital Management, LLC 1130.01%0.22%0.47%Q4 2018Q4 202214
Williams Jones Wealth Management, LLC. 1130.00%0.01%0.01%Q3 2019Q3 202314
KELLY LAWRENCE W & ASSOCIATES INC/CA 13130.01%0.01%0.01%Q1 2017Q1 202013
EDGAR LOMAX CO/VA 12120.02%0.02%0.03%Q4 2020Q3 202312
Garde Capital, Inc. 12120.02%0.03%0.03%Q4 2020Q3 202312
ROWLANDMILLER & PARTNERS.ADV 920.03%0.03%0.03%Q1 2021Q4 202311
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 11111.09%1.37%1.57%Q1 2021Q3 202311
Nicollet Investment Management, Inc. 610.16%0.21%0.27%Q4 2017Q3 202010
WILLIAMS JONES & ASSOCIATES LLC 880.01%0.01%0.02%Q3 2017Q2 20198
Cyrus J. Lawrence, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
ALBION FINANCIAL GROUP /UT 660.06%0.08%0.13%Q2 2019Q3 20206
DB Fitzpatrick & Co, Inc 660.00%0.02%0.02%Q2 2022Q3 20236
ADVISOR PARTNERS LLC 550.03%0.03%0.04%Q3 2018Q3 20195
Coston, McIsaac & Partners 550.54%0.60%0.70%Q3 2022Q3 20235
Buffington Mohr McNeal 440.06%0.06%0.06%Q1 2016Q4 20164
Fisher Asset Management, LLC 210.00%0.00%0.00%Q4 2014Q3 20174
LOWE BROCKENBROUGH & CO INC 210.03%0.04%0.05%Q4 2016Q3 20184
Wallington Asset Management, LLC 310.05%0.07%0.10%Q2 2022Q3 20234
PITTENGER & ANDERSON INC 441.89%1.96%2.03%Q2 2013Q1 20144
SCHOLTZ & COMPANY, LLC 440.10%0.12%0.17%Q1 2021Q4 20214
DONALDSON CAPITAL MANAGEMENT, LLC 220.02%0.02%0.02%Q1 2018Q2 20194
ATLAS CAPITAL ADVISORS LLC 110.03%0.03%0.04%Q2 2019Q2 20203
Summit Global Investments 210.01%0.02%0.04%Q1 2021Q4 20213
Maryland Capital Management 330.04%0.04%0.04%Q1 2019Q3 20193
Friedenthal Financial 110.51%0.61%0.69%Q3 2020Q3 20213
RE Dickinson Investment Advisors, LLC 330.31%0.35%0.37%Q4 2022Q2 20233
STALEY CAPITAL ADVISERS INC 330.02%0.02%0.02%Q1 2023Q3 20233
NORTHSTAR INVESTMENT ADVISORS LLC 220.03%0.03%0.03%Q1 2021Q2 20212
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q4 2015Q2 20162
Holistic Financial Partners 1111.09%14.72%18.35%Q1 2019Q4 20192
HARBOR ADVISORY CORP /MA/ 221.57%1.68%1.79%Q4 2020Q1 20212
Barrett Asset Management, LLC 220.04%0.04%0.05%Q4 2021Q1 20222
Strategic Investment Solutions, Inc. /IL 220.02%0.02%0.02%Q1 2023Q2 20232
Grey Fox Wealth Advisors, LLC 220.27%0.28%0.28%Q2 2023Q3 20232
Arvest Bank Trust Division 220.02%0.02%0.02%Q3 2016Q4 20162
CT Financial Advisors LLC 220.01%0.01%0.01%Q4 2016Q1 20172
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.00%0.00%0.00%Q2 2017Q3 20172
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.01%0.01%0.01%Q4 2018Q3 20192
MERITAGE PORTFOLIO MANAGEMENT 110.13%0.13%0.13%Q2 2013Q2 20131
Strengthening Families & Communities, LLC 110.16%0.16%0.16%Q3 2022Q3 20221
Weaver Consulting Group 110.01%0.01%0.01%Q1 2019Q1 20191
Ethos Financial Group, LLC 110.44%0.44%0.44%Q1 2023Q1 20231
Advocacy Wealth Management Services, LLC 110.10%0.10%0.10%Q2 2017Q2 20171
PAYDEN & RYGEL 113.37%3.37%3.37%Q4 2013Q4 20131
MILLER WEALTH ADVISORS, LLC 110.14%0.14%0.14%Q3 2022Q3 20221
SkyView Investment Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Financial Gravity Asset Management, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Eagle Bay Advisors LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Front Street Capital Management, Inc. 110.29%0.29%0.29%Q1 2023Q1 20231
55I, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Ledyard National Bank 110.00%0.00%0.00%Q1 2016Q1 20161
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211

This page lists all the filers that currently own Schwab S&P 500 Index Fd or have owned Schwab S&P 500 Index Fd in the past.