Schwab S&p 500 Select shares owned by Wallington Asset Management
Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Wallington Asset Management
from 13F filings
Historical chart of Wallington Asset Management investment in Schwab S&p 500 Select
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Quarterly reported holdings in Schwab S&p 500 Select by Wallington Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $423k | 4.7k | 90.27 |
| 2024-09-30 | $416k | 4.7k | 89.17 |
| 2024-06-30 | $393k | 4.7k | 84.24 |
| 2024-03-31 | $363k | 4.5k | 80.85 |
| 2023-12-31 | $328k | 4.5k | 73.05 |
| 2023-09-30 | $297k | 4.5k | 66.46 |
| 2023-06-30 | $314k | 4.6k | 68.60 |
| 2023-03-31 | $516k | 8.2k | 63.15 |
| 2022-06-30 | $269k | 4.6k | 58.40 |
More positions owned by Wallington Asset Management
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