Schwab S&p 500 Select shares owned by Neville Rodie & Shaw
Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Neville Rodie & Shaw
from 13F filings
Historical chart of Neville Rodie & Shaw investment in Schwab S&p 500 Select
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Quarterly reported holdings in Schwab S&p 500 Select by Neville Rodie & Shaw
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 20k | 80.80 |
| 2023-12-31 | $1.4M | 20k | 73.09 |
| 2023-09-30 | $1.3M | 20k | 66.40 |
| 2023-06-30 | $1.4M | 20k | 68.67 |
| 2023-03-31 | $1.3M | 21k | 63.16 |
| 2022-12-31 | $1.2M | 21k | 58.78 |
| 2022-09-30 | $1.1M | 20k | 55.53 |
| 2022-06-30 | $1.3M | 22k | 58.36 |
| 2022-03-31 | $1.5M | 22k | 69.80 |
| 2021-12-31 | $1.6M | 22k | 72.92 |
| 2021-09-30 | $1.5M | 22k | 66.55 |
| 2021-06-30 | $1.5M | 22k | 66.18 |
| 2021-03-31 | $1.3M | 22k | 60.94 |
| 2020-12-31 | $1.3M | 23k | 57.41 |
| 2020-09-30 | $1.2M | 22k | 52.13 |
| 2020-06-30 | $1.1M | 22k | 47.87 |
| 2020-03-31 | $857k | 22k | 39.70 |
| 2019-12-31 | $1.1M | 22k | 49.38 |
| 2019-09-30 | $983k | 21k | 46.18 |
| 2019-06-30 | $957k | 21k | 45.39 |
| 2019-03-31 | $911k | 21k | 43.53 |
| 2018-12-31 | $802k | 21k | 38.32 |
| 2018-09-30 | $928k | 20k | 45.51 |
| 2018-06-30 | $859k | 20k | 42.28 |
| 2018-03-31 | $850k | 21k | 40.86 |
| 2017-12-31 | $858k | 21k | 41.20 |
| 2017-09-30 | $800k | 20k | 39.33 |
| 2017-06-30 | $767k | 20k | 37.61 |
| 2017-03-31 | $744k | 20k | 36.48 |
| 2016-12-31 | $702k | 20k | 34.42 |
| 2016-09-30 | $686k | 20k | 33.98 |
| 2016-06-30 | $661k | 20k | 32.74 |
| 2016-03-31 | $646k | 20k | 31.99 |
| 2015-12-31 | $632k | 20k | 31.54 |
| 2015-09-30 | $591k | 19k | 30.44 |
| 2015-06-30 | $642k | 20k | 32.52 |
| 2015-03-31 | $641k | 20k | 32.47 |
| 2014-12-31 | $716k | 22k | 32.18 |
| 2014-09-30 | $639k | 21k | 31.24 |
| 2014-06-30 | $589k | 19k | 30.91 |
| 2014-03-31 | $559k | 19k | 29.34 |
| 2013-12-31 | $535k | 19k | 28.85 |
| 2013-09-30 | $480k | 18k | 26.54 |
| 2013-06-30 | $421k | 17k | 25.25 |
| 2013-03-31 | $409k | 17k | 24.53 |
| 2012-12-31 | $370k | 17k | 22.19 |