Estabrook Capital Management SCHWAB S&P 500 INDEX FD Transaction History

Estabrook Capital Management

2,400

Previous 4,910 51.12%

$207 Million

Previous $443 Million 53.21%

0.03%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	N/A	-2,510 Reduced 51.12%	2,400 $207 Million
Q4 2024 Feb 13, 2025	BUY	N/A	55 Added 1.13%	4,910 $443 Million
Q4 2023 Feb 13, 2024	BUY	N/A	67 Added 1.4%	4,855 $355 Million
Q4 2022 Feb 13, 2023	BUY	N/A	898 Added 23.08%	4,788 $281 Million
Q4 2021 Feb 11, 2022	BUY	N/A	46 Added 1.2%	3,890 $0
Q4 2020 Feb 12, 2021	BUY	N/A	64 Added 1.69%	3,844 $0
Q4 2019 Feb 13, 2020	BUY	N/A	3,780 New	3,780 $0

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