Schwab S&p 500 Select shares owned by Westside Investment Management
Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Westside Investment Management
from 13F filings
Historical chart of Westside Investment Management investment in Schwab S&p 500 Select
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Quarterly reported holdings in Schwab S&p 500 Select by Westside Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $150k | 8.7k | 17.33 |
| 2025-06-30 | $129k | 1.3k | 95.87 |
| 2025-03-31 | $117k | 1.3k | 86.81 |
| 2024-12-31 | $127k | 1.4k | 90.37 |
| 2024-09-30 | $132k | 1.6k | 84.41 |
| 2024-06-30 | $132k | 1.6k | 84.62 |
| 2024-03-31 | $113k | 1.4k | 80.66 |
| 2023-12-31 | $102k | 1.4k | 73.12 |
| 2023-09-30 | $80k | 1.2k | 66.44 |
| 2023-06-30 | $82k | 1.2k | 68.78 |
| 2023-03-31 | $115k | 1.8k | 63.19 |
| 2022-12-31 | $106M | 1.8k | 58557.82 |
| 2022-09-30 | $101M | 1.8k | 55556.72 |
| 2022-06-30 | $127M | 1.8k | 69853.52 |
| 2022-03-31 | $127M | 1.8k | 69853.52 |
| 2021-12-31 | $122M | 1.8k | 67341.96 |
| 2021-09-30 | $122M | 1.8k | 67341.96 |
| 2021-06-30 | $144M | 2.2k | 66196.04 |
| 2021-03-31 | $133M | 2.2k | 60983.89 |
| 2020-12-31 | $125M | 2.2k | 57442.71 |
| 2020-09-30 | $113M | 2.2k | 52160.61 |
| 2020-03-31 | $86M | 2.2k | 39725.72 |
| 2018-12-31 | $116k | 2.9k | 39.93 |
| 2018-09-30 | $124k | 2.9k | 42.88 |
| 2018-06-30 | $126k | 2.9k | 43.56 |
More positions owned by Westside Investment Management
View all positions for Westside Investment Management