Financial Gravity Wealth »

Schwab S&p 500 Select shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth 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 Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab S&p 500 Select by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.9k 9.3k 0.75
2023-09-30 $6.9k 9.3k 0.75

More positions owned by Financial Gravity Wealth

Ishares Tr Uit Exchange Traded (QUAL)
Ishares Tr Uit Exchange Traded (EFG)
Tesla Common Stock (TSLA)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Microsoft Corp Common Stock (MSFT)
Heineken N V Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (HEINY)
Ishares Tr Uit Exchange Traded (MBB)
Amazon Common Stock (AMZN)
Global X Fds Uit Exchange Traded (SDIV)
Ishares Tr Uit Exchange Traded (IEFA)
Pimco Etf Tr Uit Exchange Traded (CORP)
Salesforce Common Stock (CRM)
Chipotle Mexican Grill Common Stock (CMG)
Spdr Index Shs Fds Uit Exchange Traded (SPDW)
Scotts Miracle-gro Common Stock (SMG)

View all positions for Financial Gravity Wealth

Top funds holding Schwab S&p 500 Select

Ferguson Wellman Capital Management
Dumont & Blake Investment Advisors
Coston, McIsaac & Partners
Ethos Financial Group
Neville Rodie & Shaw
North Star Asset Management
Financial Gravity Wealth
Garde Capital
Grey Fox Wealth Advisors
Staley Capital Advisers
Edgar Lomax Company
Carret Asset Management
Wallington Asset Management
Tower Bridge Advisors
Rowland & Co Investment Counsel

View all funds holding Schwab S&p 500 Select