Schwab S&p 500 Select shares owned by South Texas Money Management
Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by South Texas Money Management
from 13F filings
Historical chart of South Texas Money Management 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 South Texas Money Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab S&p 500 Select by South Texas Money Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2019-09-30 | $1.6M | 34k | 46.14 |
2019-06-30 | $1.6M | 35k | 45.40 |
2019-03-31 | $1.3M | 31k | 43.54 |
2018-12-31 | $1.2M | 31k | 38.27 |
2018-09-30 | $1.3M | 29k | 45.56 |
2018-06-30 | $1.2M | 28k | 42.28 |
2018-03-31 | $1.1M | 28k | 40.82 |
2017-12-31 | $3.4M | 84k | 41.15 |
2017-09-30 | $3.1M | 80k | 39.26 |
2017-06-30 | $3.0M | 80k | 37.64 |
2017-03-31 | $2.7M | 75k | 36.49 |
2016-12-31 | $2.3M | 66k | 34.44 |
2016-09-30 | $2.1M | 61k | 34.01 |
2016-06-30 | $1.9M | 59k | 32.79 |
2016-03-31 | $1.8M | 56k | 31.96 |
2015-12-31 | $1.5M | 48k | 31.59 |
2015-09-30 | $1.4M | 45k | 30.48 |
2015-06-30 | $1.4M | 44k | 32.56 |
2015-03-31 | $1.5M | 45k | 32.45 |
2014-12-31 | $1.5M | 46k | 32.17 |
2014-09-30 | $1.3M | 42k | 31.26 |
2014-06-30 | $1.3M | 41k | 30.88 |
2014-03-31 | $1.0M | 35k | 29.33 |
2013-12-31 | $954k | 33k | 28.83 |
2013-09-30 | $660k | 25k | 26.55 |
2013-06-30 | $620k | 25k | 25.28 |
2013-03-31 | $591k | 24k | 24.55 |
2012-12-31 | $481k | 22k | 22.22 |
2011-09-30 | $388k | 22k | 17.89 |
2011-06-30 | $549k | 27k | 20.72 |
2011-03-31 | $584k | 28k | 20.73 |
More positions owned by South Texas Money Management
View all positions for South Texas Money Management