Schwab S&p 500 Select shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Schwab S&p 500 Select
Tip: Access up to 7 years of quarterly data
All positions including Schwab S&p 500 Select held by Williams Jones Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab S&p 500 Select by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 97k | 17.27 |
| 2025-06-30 | $1.3M | 14k | 95.86 |
| 2025-03-31 | $936k | 11k | 86.41 |
| 2024-12-31 | $982k | 11k | 90.27 |
| 2024-09-30 | $1.3M | 15k | 89.21 |
| 2024-06-30 | $1.4M | 17k | 84.26 |
| 2024-03-31 | $983k | 12k | 80.81 |
| 2023-09-30 | $202k | 3.0k | 66.41 |
| 2023-06-30 | $577k | 8.4k | 68.67 |
| 2023-03-31 | $530k | 8.4k | 63.16 |
| 2022-12-31 | $493k | 8.4k | 58.76 |
| 2022-09-30 | $523k | 9.4k | 55.50 |
| 2022-06-30 | $511k | 8.8k | 58.39 |
| 2022-03-31 | $621k | 8.9k | 69.63 |
| 2021-12-31 | $665k | 9.1k | 72.89 |
| 2021-09-30 | $605k | 9.1k | 66.53 |
| 2021-06-30 | $634k | 9.6k | 66.19 |
| 2021-03-31 | $203k | 3.3k | 60.98 |
| 2020-03-31 | $356k | 9.0k | 39.73 |
| 2019-12-31 | $315k | 6.4k | 49.40 |
| 2019-09-30 | $291k | 6.3k | 46.21 |
More positions owned by Williams Jones Wealth Management
View all positions for Williams Jones Wealth Management