Schwab S&p 500 Select shares owned by Ferguson Wellman Capital Management
Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Ferguson Wellman Capital Management
from 13F filings
Historical chart of Ferguson Wellman Capital Management investment in Schwab S&p 500 Select
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Quarterly reported holdings in Schwab S&p 500 Select by Ferguson Wellman Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $54M | 668k | 80.81 |
| 2023-12-31 | $49M | 669k | 73.10 |
| 2023-09-30 | $45M | 672k | 66.42 |
| 2023-06-30 | $47M | 682k | 68.67 |
| 2023-03-31 | $44M | 697k | 63.16 |
| 2022-12-31 | $42M | 717k | 58.76 |
| 2022-09-30 | $39M | 693k | 55.53 |
| 2022-06-30 | $41M | 695k | 58.38 |
| 2022-03-31 | $49M | 706k | 69.59 |
| 2021-12-31 | $52M | 707k | 72.94 |
| 2021-09-30 | $48M | 728k | 66.55 |
| 2021-06-30 | $48M | 728k | 66.17 |
| 2021-03-31 | $44M | 721k | 60.96 |
More positions owned by Ferguson Wellman Capital Management
Home Depot (HD)
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