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Schwab S&p 500 Select shares owned by Grey Fox Wealth Advisors

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

Historical chart of Grey Fox Wealth Advisors 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 Grey Fox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab S&p 500 Select by Grey Fox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $674k 8.3k 80.81
2023-12-31 $611k 8.4k 73.10
2023-09-30 $541k 8.1k 66.42
2023-06-30 $542k 7.9k 68.67

More positions owned by Grey Fox Wealth Advisors

Vanguard Value ETF Etf (VTV)
Vanguard Growth ETF Etf (VUG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
iShares Core US Aggregate Bond ETF Etf (AGG)
Vanguard Small Cap Value ETF Etf (VBR)
Vanguard Short Term Cor BD ETF IV Etf (VCSH)
Vanguard Mid Cap ETF IV Etf (VO)
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)
Vanguard Real Estate ETF Etf (VNQ)
Apple Common Stock (AAPL)
SPDR Index Shares Emerg Markt ETF IV Etf (SPEM)
Vanguard Target Retirement 2045 Inv Fund Mutual Fund (VTIVX)
iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)
Vanguard Target Retirement 2040 Inv Fund Mutual Fund (VFORX)
Schwab US Large Cap Value ETF Etf (SCHV)

View all positions for Grey Fox Wealth Advisors

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