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
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Quarterly reported holdings in Schwab S&p 500 Select by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
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