Schwab S&p 500 Select shares owned by Williams, Jones & Associates
Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Williams, Jones & Associates
from 13F filings
Historical chart of Williams, Jones & Associates investment in Schwab S&p 500 Select
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Quarterly reported holdings in Schwab S&p 500 Select by Williams, Jones & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-06-30 | $273k | 6.0k | 45.39 |
| 2019-03-31 | $274k | 6.3k | 43.55 |
| 2018-12-31 | $250k | 6.5k | 38.31 |
| 2018-09-30 | $296k | 6.5k | 45.53 |
| 2018-06-30 | $1.1M | 25k | 42.29 |
| 2018-03-31 | $1.0M | 25k | 40.86 |
| 2017-12-31 | $778k | 19k | 41.20 |
| 2017-09-30 | $742k | 19k | 39.30 |
More positions owned by Williams, Jones & Associates
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