Schwab S&p 500 Select shares owned by Gofen & Glossberg
Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Gofen & Glossberg
from 13F filings
Historical chart of Gofen & Glossberg 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 Gofen & Glossberg 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 Gofen & Glossberg
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $5.4M | 91k | 58.76 |
| 2022-09-30 | $5.0M | 90k | 55.53 |
| 2022-06-30 | $4.3M | 73k | 58.37 |
| 2022-03-31 | $5.1M | 73k | 69.59 |
| 2021-12-31 | $5.2M | 71k | 72.93 |
| 2021-09-30 | $4.8M | 72k | 66.55 |
| 2021-06-30 | $4.7M | 72k | 66.17 |
| 2021-03-31 | $4.3M | 70k | 60.96 |
| 2020-12-31 | $4.0M | 70k | 57.42 |
| 2020-09-30 | $3.6M | 68k | 52.14 |
| 2020-06-30 | $3.5M | 72k | 47.87 |
| 2020-03-31 | $3.1M | 79k | 39.71 |
| 2019-12-31 | $4.1M | 83k | 49.38 |
| 2019-09-30 | $3.7M | 81k | 46.17 |
| 2019-06-30 | $3.7M | 81k | 45.41 |
| 2019-03-31 | $3.5M | 81k | 43.53 |
| 2018-12-31 | $2.9M | 76k | 38.31 |
| 2018-09-30 | $3.3M | 73k | 45.54 |
| 2018-06-30 | $3.1M | 73k | 42.27 |
| 2018-03-31 | $3.0M | 73k | 40.86 |
| 2017-12-31 | $3.0M | 73k | 41.19 |
| 2017-09-30 | $2.8M | 72k | 39.31 |
| 2017-06-30 | $2.7M | 72k | 37.62 |
| 2017-03-31 | $2.6M | 72k | 36.49 |
| 2016-12-31 | $2.5M | 73k | 34.42 |
| 2016-09-30 | $2.4M | 71k | 34.00 |
| 2016-06-30 | $2.3M | 71k | 32.75 |
| 2016-03-31 | $1.1M | 34k | 31.98 |
| 2015-12-31 | $1.1M | 33k | 31.55 |
| 2015-09-30 | $985k | 32k | 30.45 |
| 2015-06-30 | $633k | 20k | 32.52 |