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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab S&p 500 Select held by Garde Capital 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 Garde Capital

Quarter filed Position value Share count Share price at filing
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