Ferguson Wellman Capital Management »

Schwab Total Stock Mrkt Ind-se shares owned by Ferguson Wellman Capital Management

Quarter-by-quarter ownership of Schwab Total Stock Mrkt Ind-se (SWTSX) shares owned by Ferguson Wellman Capital Management from 13F filings

Historical chart of Ferguson Wellman Capital Management investment in Schwab Total Stock Mrkt Ind-se

Tip: Access up to 7 years of quarterly data

All positions including Schwab Total Stock Mrkt Ind-se held by Ferguson Wellman Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Total Stock Mrkt Ind-se by Ferguson Wellman Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $794k 8.9k 89.10
2023-12-31 $721k 8.9k 80.97
2023-09-30 $653k 8.9k 73.26
2023-06-30 $675k 8.9k 75.76
2023-03-31 $623k 8.9k 69.90
2022-12-31 $581k 8.9k 65.21
2022-09-30 $550k 8.9k 61.73
2022-06-30 $577k 8.9k 64.76
2022-03-31 $694k 8.9k 77.89
2021-12-31 $733k 8.9k 82.27
2021-09-30 $680k 8.9k 76.47
2021-06-30 $226k 3.0k 76.58