Schwab S&p 500 Select shares owned by Garde Capital
Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Garde Capital
from 13F filings
Historical chart of Garde Capital investment in Schwab S&p 500 Select
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Quarterly reported holdings in Schwab S&p 500 Select by Garde Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $695k | 7.8k | 89.18 |
| 2024-06-30 | $594k | 7.1k | 84.22 |
| 2024-03-31 | $725k | 9.0k | 80.76 |
| 2023-12-31 | $656k | 9.0k | 73.07 |
| 2023-09-30 | $269k | 4.0k | 66.53 |
| 2023-06-30 | $278k | 4.0k | 68.76 |
| 2023-03-31 | $255k | 4.0k | 63.07 |
| 2022-12-31 | $237k | 4.0k | 58.66 |
| 2022-09-30 | $218k | 3.9k | 55.63 |
| 2022-06-30 | $236k | 4.0k | 58.47 |
| 2022-03-31 | $281k | 4.0k | 69.62 |
| 2021-12-31 | $294k | 4.0k | 72.84 |
| 2021-09-30 | $266k | 4.0k | 66.43 |
| 2021-06-30 | $251k | 3.8k | 66.28 |
| 2021-03-31 | $231k | 3.8k | 61.00 |
| 2020-12-31 | $217k | 3.8k | 57.32 |