Schwab S&p 500 Select shares owned by Rowland & Co Investment Counsel
Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Rowland & Co Investment Counsel
from 13F filings
Historical chart of Rowland & Co Investment Counsel investment in Schwab S&p 500 Select
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Quarterly reported holdings in Schwab S&p 500 Select by Rowland & Co Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $248k | 14k | 17.27 |
| 2025-06-30 | $231k | 2.4k | 95.89 |
| 2025-03-31 | $208k | 2.4k | 86.44 |
| 2024-12-31 | $226k | 2.5k | 90.28 |
| 2024-09-30 | $195k | 2.2k | 89.22 |
| 2024-06-30 | $184k | 2.2k | 84.27 |
| 2024-03-31 | $165k | 2.0k | 80.84 |
| 2023-12-31 | $149k | 2.0k | 73.13 |
| 2023-09-30 | $134k | 2.0k | 66.43 |
| 2023-06-30 | $138k | 2.0k | 68.68 |
| 2023-03-31 | $127k | 2.0k | 63.17 |
| 2022-12-31 | $118k | 2.0k | 58.54 |
| 2022-09-30 | $110k | 2.0k | 55.54 |
| 2022-06-30 | $115k | 2.0k | 58.38 |
| 2022-03-31 | $137k | 2.0k | 69.59 |
| 2021-12-31 | $127k | 1.7k | 72.97 |
| 2021-06-30 | $113k | 1.7k | 66.19 |
| 2021-03-31 | $104k | 1.7k | 60.98 |
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