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Schwab S&p 500 Select shares owned by Northstar Investment Advisors

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

Historical chart of Northstar Investment 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 Northstar Investment 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 Northstar Investment Advisors

Quarter filed Position value Share count Share price at filing
2021-06-30 $227k 3.3k 67.78
2021-03-31 $218k 3.6k 61.00

More positions owned by Northstar Investment Advisors

Microsoft Corporation Common Stock (MSFT)
Vanguard Index Trust Total Stock Market Index Common Stock (VTI)
Vanguard Russell 1000 Common Stock (VONE)
Apple Computer Common Stock (AAPL)
Nasdaq 100 Shares Common Stock (QQQ)
Alphabet Inc A Common Stock (GOOGL)
Nvidia Corp Common Stock (NVDA)
Home Depot Common Stock (HD)
Xilinx Common Stock
Amazon.com Common Stock (AMZN)
Abbott Laboratories Common Stock (ABT)
Intel Corporation Common Stock (INTC)
Texas Instruments Common Stock (TXN)
Paypal Holdings Common Stock (PYPL)
Auto Data Processing Common Stock (ADP)

View all positions for Northstar Investment 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