Utilities SPDR shares owned by Charles Schwab Trust
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Charles Schwab Trust
from 13F filings
Historical chart of Charles Schwab Trust investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Charles Schwab Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Charles Schwab Trust
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $355k | 5.6k | 63.33 |
2023-09-30 | $330k | 5.6k | 58.93 |