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Schwab S&p 500 Select shares owned by Coastwise Capital Group

Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Coastwise Capital Group from 13F filings

Historical chart of Coastwise Capital Group 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 Coastwise Capital Group 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 Coastwise Capital Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $658k 38k 17.54

More positions owned by Coastwise Capital Group

Schwab Value Advantage Mutual Funds (SNAXX)
Sch US Div Equity Etf Equities (SCHD)
Apple Equities (AAPL)
S P D R TRUST Unit SR Equities (SPY)
Schwab Value Advantage Mutual Funds (SWVXX)
Alphabet Equities (GOOGL)
Nvidia Corp Equities (NVDA)
Amazon Equities (AMZN)
Microsoft Corp Equities (MSFT)
Schw US Lcap Val Etf Equities (SCHV)
Tesla Motors Equities (TSLA)
Lam Research Corporation Equities (LRCX)
Meta Platforms Equities (META)
Invesco Qqq TRUST Equities (QQQ)
Spdr Portfolio S&P 600 Equities (SPSM)

View all positions for Coastwise Capital Group

Top funds holding Schwab S&p 500 Select

Ferguson Wellman Capital Management
Dumont & Blake Investment Advisors
Ethos Financial Group
Coston, McIsaac & Partners
Neville Rodie & Shaw
Williams Jones Wealth Management
North Star Asset Management
Edgar Lomax Company
Staley Capital Advisers
Coastwise Capital Group
Jackson Wealth Management
Moody Lynn & Co/
Carret Asset Management
Dale Q Rice Investment Management
Tower Bridge Advisors

View all funds holding Schwab S&p 500 Select