Schwab S&p 500 Select shares owned by Staley Capital Advisers
Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Staley Capital Advisers
from 13F filings
Historical chart of Staley Capital Advisers investment in Schwab S&p 500 Select
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All positions including Schwab S&p 500 Select held by Staley Capital Advisers 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 Staley Capital Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $841k | 48k | 17.54 |
| 2025-09-30 | $828k | 48k | 17.27 |
| 2025-06-30 | $766k | 8.0k | 95.85 |
| 2025-03-31 | $690k | 8.0k | 86.41 |
| 2024-12-31 | $620k | 6.9k | 90.27 |
| 2024-09-30 | $613k | 6.9k | 89.21 |
| 2024-06-30 | $579k | 6.9k | 84.26 |
| 2024-03-31 | $555k | 6.9k | 80.81 |
| 2023-12-31 | $502k | 6.9k | 73.10 |
| 2023-09-30 | $456k | 6.9k | 66.42 |
| 2023-06-30 | $472k | 6.9k | 68.67 |
| 2023-03-31 | $434k | 6.9k | 63.20 |