Schwab S&p 500 Select shares owned by Tower Bridge Advisors
Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Tower Bridge Advisors
from 13F filings
Historical chart of Tower Bridge Advisors investment in Schwab S&p 500 Select
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Quarterly reported holdings in Schwab S&p 500 Select by Tower Bridge Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $323k | 3.6k | 89.21 |
| 2024-06-30 | $305k | 3.6k | 84.26 |
| 2024-03-31 | $293k | 3.6k | 80.81 |
| 2023-12-31 | $265k | 3.6k | 73.10 |
| 2023-09-30 | $241k | 3.6k | 66.42 |
| 2023-03-31 | $229k | 3.6k | 63.16 |
| 2022-12-31 | $287k | 4.9k | 58.76 |
| 2022-09-30 | $270k | 4.9k | 55.53 |
| 2022-06-30 | $284k | 4.9k | 58.38 |
| 2022-03-31 | $339k | 4.9k | 69.59 |
| 2021-12-31 | $355k | 4.9k | 72.94 |
| 2021-09-30 | $323k | 4.9k | 66.56 |
| 2021-06-30 | $240k | 3.6k | 66.17 |
| 2021-03-31 | $221k | 3.6k | 60.96 |
| 2020-12-31 | $208k | 3.6k | 57.42 |
| 2018-06-30 | $211k | 5.0k | 42.27 |
| 2018-03-31 | $204k | 5.0k | 40.87 |
| 2017-12-31 | $437k | 11k | 41.19 |
| 2017-09-30 | $417k | 11k | 39.31 |
| 2017-06-30 | $399k | 11k | 37.63 |
| 2017-03-31 | $387k | 11k | 36.50 |
| 2016-12-31 | $365k | 11k | 34.42 |
| 2016-09-30 | $360k | 11k | 34.00 |
| 2016-06-30 | $347k | 11k | 32.75 |
| 2016-03-31 | $345k | 11k | 31.97 |
| 2015-12-31 | $341k | 11k | 31.56 |
| 2015-09-30 | $359k | 11k | 32.54 |
| 2015-06-30 | $359k | 11k | 32.54 |
| 2015-03-31 | $376k | 12k | 32.45 |
| 2014-12-31 | $340k | 11k | 32.16 |
| 2014-09-30 | $366k | 12k | 31.23 |
| 2014-06-30 | $362k | 12k | 30.89 |
| 2014-03-31 | $344k | 12k | 29.36 |
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