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Schwab Total Stock Mrkt Ind-se shares owned by Gofen & Glossberg

Quarter-by-quarter ownership of Schwab Total Stock Mrkt Ind-se (SWTSX) shares owned by Gofen & Glossberg from 13F filings

Historical chart of Gofen & Glossberg investment in Schwab Total Stock Mrkt Ind-se

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All positions including Schwab Total Stock Mrkt Ind-se held by Gofen & Glossberg consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Total Stock Mrkt Ind-se by Gofen & Glossberg

Quarter filed Position value Share count Share price at filing
2022-12-31 $1.4M 22k 65.17
2022-09-30 $1.3M 22k 61.78
2022-06-30 $1.4M 22k 64.74
2022-03-31 $1.7M 22k 77.82
2021-12-31 $1.8M 22k 82.30
2021-09-30 $1.7M 22k 76.49
2021-06-30 $1.7M 22k 76.62
2021-03-31 $1.6M 22k 70.75
2020-12-31 $1.7M 26k 66.45
2020-09-30 $1.5M 26k 58.85
2020-06-30 $1.4M 26k 53.98
2020-03-31 $983k 22k 44.21
2019-12-31 $1.1M 19k 55.95
2019-09-30 $1.0M 19k 52.33
2019-06-30 $1.0M 19k 51.71
2019-03-31 $965k 19k 49.70
2018-12-31 $846k 19k 43.57
2018-09-30 $1.0M 19k 52.22
2018-06-30 $945k 19k 48.77
2018-03-31 $910k 19k 46.96
2017-12-31 $916k 19k 47.27
2017-09-30 $862k 19k 45.29
2017-06-30 $824k 19k 43.30
2017-03-31 $800k 19k 42.04
2016-12-31 $775k 20k 39.73
2016-09-30 $744k 19k 39.02
2016-06-30 $713k 19k 37.39
2016-03-31 $695k 19k 36.45
2015-12-31 $677k 18k 36.98
2015-09-30 $648k 19k 34.94
2015-06-30 $698k 19k 37.64
2015-03-31 $698k 19k 37.64
2014-12-31 $677k 18k 36.98
2014-09-30 $643k 18k 35.94
2014-06-30 $644k 18k 35.99
2014-03-31 $611k 18k 34.15
2013-12-31 $602k 18k 33.65
2013-09-30 $537k 17k 31.18
2013-06-30 $506k 17k 29.38
2013-03-31 $492k 17k 28.57
2012-12-31 $444k 17k 25.78
2012-09-30 $443k 17k 26.27
2012-06-30 $407k 17k 24.14
2012-03-31 $433k 17k 25.51
2011-12-31 $384k 17k 22.62
2011-09-30 $369k 18k 20.58
2011-06-30 $434k 18k 24.21
2011-03-31 $403k 17k 24.17