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Schwab International Index shares owned by North Star Asset Management

Quarter-by-quarter ownership of Schwab International Index (SWISX) shares owned by North Star Asset Management from 13F filings

Historical chart of North Star Asset Management investment in Schwab International Index

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All positions including Schwab International Index held by North Star Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab International Index by North Star Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $259k 12k 22.56
2023-09-30 $242k 12k 21.04
2023-06-30 $254k 12k 22.12
2023-03-31 $246k 12k 21.44
2022-12-31 $227k 12k 19.74
2022-09-30 $335k 20k 17.15
2022-06-30 $503k 26k 19.11
2022-03-31 $577k 26k 22.05
2021-12-31 $1.4M 59k 23.66