Schwab S&p 500 Select shares owned by Estabrook Capital Management
Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Estabrook Capital Management
from 13F filings
Historical chart of Estabrook Capital Management investment in Schwab S&p 500 Select
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Quarterly reported holdings in Schwab S&p 500 Select by Estabrook Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $409k | 4.9k | 84.26 |
| 2024-03-31 | $392k | 4.9k | 80.81 |
| 2023-09-30 | $318k | 4.8k | 66.42 |
| 2023-06-30 | $329k | 4.8k | 68.67 |
| 2023-03-31 | $302k | 4.8k | 63.16 |
| 2022-12-31 | $281k | 4.8k | 58.76 |
| 2022-09-30 | $216k | 3.9k | 55.53 |
| 2022-06-30 | $227k | 3.9k | 58.38 |
| 2022-03-31 | $271k | 3.9k | 69.59 |
| 2021-12-31 | $284k | 3.9k | 72.94 |
| 2021-09-30 | $256k | 3.8k | 66.55 |
| 2021-06-30 | $254k | 3.8k | 66.17 |
| 2021-03-31 | $234k | 3.8k | 60.96 |
| 2020-12-31 | $221k | 3.8k | 57.42 |
| 2020-09-30 | $197k | 3.8k | 52.14 |
| 2020-06-30 | $181k | 3.8k | 47.87 |
| 2020-03-31 | $150k | 3.8k | 39.71 |
| 2019-12-31 | $187k | 3.8k | 49.39 |
More positions owned by Estabrook Capital Management
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