Schwab Total Stock Mrkt Ind-se shares owned by Grassi Investment Management
Quarter-by-quarter ownership of Schwab Total Stock Mrkt Ind-se (SWTSX) shares owned by Grassi Investment Management
from 13F filings
Historical chart of Grassi Investment Management investment in Schwab Total Stock Mrkt Ind-se
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Quarterly reported holdings in Schwab Total Stock Mrkt Ind-se by Grassi Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $299k | 3.0k | 99.11 |
| 2024-09-30 | $291k | 3.0k | 97.59 |
| 2024-06-30 | $274k | 3.0k | 91.88 |
| 2024-03-31 | $266k | 3.0k | 89.20 |
| 2023-12-31 | $241k | 3.0k | 80.82 |
| 2023-09-30 | $215k | 2.9k | 73.15 |
| 2023-06-30 | $223k | 2.9k | 75.88 |
| 2023-03-31 | $205k | 2.9k | 69.75 |
| 2022-03-31 | $225k | 2.9k | 77.77 |
| 2021-12-31 | $238k | 2.9k | 82.27 |
| 2021-09-30 | $218k | 2.9k | 76.46 |
| 2021-06-30 | $218k | 2.9k | 76.46 |
| 2021-03-31 | $202k | 2.9k | 70.85 |
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