Schwab S&p 500 Select shares owned by DB Fitzpatrick & Co
Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by DB Fitzpatrick & Co
from 13F filings
Historical chart of DB Fitzpatrick & Co investment in Schwab S&p 500 Select
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All positions including Schwab S&p 500 Select held by DB Fitzpatrick & Co 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 DB Fitzpatrick & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.2k | 25 | 89.12 |
| 2024-09-30 | $2.2k | 25 | 88.08 |
| 2024-06-30 | $1.9k | 22 | 85.77 |
| 2024-03-31 | $1.8k | 22 | 82.27 |
| 2023-12-31 | $1.6k | 22 | 74.41 |
| 2023-09-30 | $1.5k | 22 | 67.64 |
| 2023-06-30 | $1.5k | 22 | 69.91 |
| 2023-03-31 | $20k | 310 | 63.12 |
| 2022-12-31 | $18k | 309 | 58.76 |
| 2022-09-30 | $17k | 303 | 56.11 |
| 2022-06-30 | $22k | 368 | 59.78 |