Schwab S&p 500 Select shares owned by Barrett Asset Management
Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Barrett Asset Management
from 13F filings
Historical chart of Barrett Asset Management investment in Schwab S&p 500 Select
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All positions including Schwab S&p 500 Select held by Barrett Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab S&p 500 Select by Barrett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $1.1M | 16k | 69.54 |
| 2021-12-31 | $1.2M | 16k | 72.96 |