Spdr S&p 500 Etf shares owned by Charles Schwab Investment Advisory
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Charles Schwab Investment Advisory
from 13F filings
Historical chart of Charles Schwab Investment Advisory investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Charles Schwab Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Charles Schwab Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 2.2k | 523.02 |
| 2023-12-31 | $1.1M | 2.3k | 475.41 |
| 2023-09-30 | $798k | 1.9k | 427.48 |
| 2023-06-30 | $876k | 2.0k | 443.32 |
| 2023-03-31 | $853k | 2.1k | 409.39 |
| 2022-12-31 | $607k | 1.6k | 382.50 |
| 2022-09-30 | $454k | 1.3k | 357.20 |
| 2022-06-30 | $372k | 986 | 377.28 |
| 2022-03-31 | $475k | 1.1k | 451.95 |
| 2021-12-31 | $431k | 908 | 474.67 |
| 2021-09-30 | $391k | 910 | 429.67 |
| 2021-06-30 | $551k | 1.3k | 428.13 |
| 2020-09-30 | $205k | 613 | 334.42 |
| 2019-12-31 | $574M | 1.8M | 321.86 |
| 2019-09-30 | $544M | 1.8M | 296.77 |
| 2019-06-30 | $536M | 1.8M | 293.00 |
| 2019-03-31 | $320M | 1.1M | 282.48 |
| 2018-12-31 | $298M | 1.2M | 249.92 |
| 2018-09-30 | $690M | 2.4M | 290.72 |
| 2018-06-30 | $379M | 1.4M | 271.28 |
| 2018-03-31 | $451k | 1.7k | 262.97 |
| 2017-09-30 | $434k | 1.7k | 251.59 |
| 2016-12-31 | $219k | 980 | 223.47 |
| 2016-09-30 | $310k | 1.4k | 215.73 |
More positions owned by Charles Schwab Investment Advisory
View all positions for Charles Schwab Investment Advisory