Who owns Schwab S&p 500 Select?

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Analyze quarterly positions in Schwab S&p 500 Select with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Schwab S&p 500 Select stock

Who bought or sold Schwab S&p 500 Select this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of
Ferguson Wellman Capital Management 721k $44M 100% Mar 2021
Dumont & Blake Investment Advisors 97k $5.9M 0% Mar 2021
Gofen & Glossberg 70k $4.3M 0% Mar 2021
Harbor Advisory Corp 65k $4.0M 10% Mar 2021
Almanack Investment Partners 25k $1.5M 4% Mar 2021
Neville Rodie & Shaw 22k $1.3M -2% Mar 2021
Friedenthal Financial 14k $844k 100% Mar 2021
Rnc Capital Management 8.3k $507k 0% Mar 2021
Osborne Partners Capital Management 8.2k $500k 9% Mar 2021
Btr Capital Management 8.1k $493k -18% Mar 2021
North Star Asset Management 5.8k $353k 0% Mar 2021

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Cribstone Capital Management 5.6k $343k 48% Mar 2021
Edgar Lomax Company 4.8k $291k 0% Mar 2021
Estabrook Capital Management 3.8k $234k 0% Mar 2021
Garde Capital 3.8k $231k 0% Mar 2021
Tower Bridge Advisors 3.6k $221k 0% Mar 2021
Northstar Investment Advisors 3.6k $218k 100% Mar 2021
Williams Jones Wealth Management 3.3k $203k 100% Mar 2021
Westside Investment Management 2.2k $133M 0% Mar 2021
Rowland & Co Investment Counsel 1.7k $104k 100% Mar 2021

Who sold out of Schwab S&p 500 Select?

Fund or Company Name Date Sold Shares Held Valued At
Karpas Strategies Dec 2020 8.5k $486k