Schwab Total Stock Mrkt Ind-se shares owned by Ferguson Wellman Capital Management
Quarter-by-quarter ownership of Schwab Total Stock Mrkt Ind-se (SWTSX) shares owned by Ferguson Wellman Capital Management
from 13F filings
Historical chart of Ferguson Wellman Capital Management investment in Schwab Total Stock Mrkt Ind-se
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Quarterly reported holdings in Schwab Total Stock Mrkt Ind-se by Ferguson Wellman Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 62k | 16.19 |
| 2025-06-30 | $873k | 8.3k | 104.71 |
| 2025-03-31 | $801k | 8.5k | 94.27 |
| 2024-12-31 | $835k | 8.4k | 99.09 |
| 2024-09-30 | $870k | 8.9k | 97.64 |
| 2024-06-30 | $820k | 8.9k | 91.98 |
| 2024-03-31 | $794k | 8.9k | 89.10 |
| 2023-12-31 | $721k | 8.9k | 80.97 |
| 2023-09-30 | $653k | 8.9k | 73.26 |
| 2023-06-30 | $675k | 8.9k | 75.76 |
| 2023-03-31 | $623k | 8.9k | 69.90 |
| 2022-12-31 | $581k | 8.9k | 65.21 |
| 2022-09-30 | $550k | 8.9k | 61.73 |
| 2022-06-30 | $577k | 8.9k | 64.76 |
| 2022-03-31 | $694k | 8.9k | 77.89 |
| 2021-12-31 | $733k | 8.9k | 82.27 |
| 2021-09-30 | $680k | 8.9k | 76.47 |
| 2021-06-30 | $226k | 3.0k | 76.58 |
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