Schwab S&p 500 Select shares owned by Edgar Lomax Company
Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Edgar Lomax Company
from 13F filings
Historical chart of Edgar Lomax Company investment in Schwab S&p 500 Select
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All positions including Schwab S&p 500 Select held by Edgar Lomax Company 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 Edgar Lomax Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $842k | 49k | 17.27 |
| 2025-06-30 | $711k | 7.4k | 95.85 |
| 2025-03-31 | $627k | 7.3k | 86.41 |
| 2024-12-31 | $644k | 7.1k | 90.27 |
| 2024-09-30 | $648k | 7.3k | 89.21 |
| 2024-06-30 | $606k | 7.2k | 84.26 |
| 2024-03-31 | $531k | 6.6k | 80.81 |
| 2023-12-31 | $485k | 6.6k | 73.10 |
| 2023-09-30 | $471k | 7.1k | 66.42 |
| 2023-06-30 | $493k | 7.2k | 68.67 |
| 2023-03-31 | $449k | 7.1k | 63.16 |
| 2022-12-31 | $390k | 6.6k | 58.76 |
| 2022-09-30 | $406k | 7.3k | 55.57 |
| 2022-06-30 | $434k | 7.4k | 58.42 |
| 2022-03-31 | $361k | 5.2k | 69.61 |
| 2021-12-31 | $366k | 5.0k | 72.89 |
| 2021-09-30 | $344k | 5.2k | 66.62 |
| 2021-06-30 | $322k | 4.9k | 66.19 |
| 2021-03-31 | $291k | 4.8k | 60.99 |
| 2020-12-31 | $273k | 4.8k | 57.38 |