Dale Q Rice Investment Management »

Schwab S&p 500 Select shares owned by Dale Q Rice Investment Management

Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Dale Q Rice Investment Management from 13F filings

Historical chart of Dale Q Rice Investment Management 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 Dale Q Rice Investment Management 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 Dale Q Rice Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $416k 24k 17.40
2025-06-30 $386k 4.0k 96.81
2025-03-31 $688k 8.0k 86.41
2024-12-31 $360k 4.0k 90.27

More positions owned by Dale Q Rice Investment Management

Apple Common Stock (AAPL)
Proshares Ultra Semiconductors Etf Uit Exchange Traded (USD)
Proshares Ultra Qqq Etf Uit Exchange Traded (QLD)
Invsc Qqq Trust Srs 1 Etf Uit Exchange Traded (QQQ)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Alphabet Inc Class A Common Stock (GOOGL)
Tesla Common Stock (TSLA)
Spdr S&p Semiconductor Etf Uit Exchange Traded (XSD)
Berkshire Hathaway Class B Common Stock (BRK.B)
Nvidia Corp Common Stock (NVDA)
Ishares Us Technology Etf Uit Exchange Traded (IYW)
Ishares Core S&p Mid Capetf Uit Exchange Traded (IJH)
Microsoft Corp Common Stock (MSFT)
Ishares Us Medical Devices Etf Uit Exchange Traded (IHI)
Motley Fool 100 Index Etf Uit Exchange Traded (TMFC)

View all positions for Dale Q Rice Investment Management

Top funds holding Schwab S&p 500 Select

Ferguson Wellman Capital Management
eCIO
Dumont & Blake Investment Advisors
Vermillion Wealth Management
Ethos Financial Group
Coston, McIsaac & Partners
Front Street Capital Management
Neville Rodie & Shaw
Williams Jones Wealth Management
North Star Asset Management
Edgar Lomax Company
Staley Capital Advisers
Hurley Capital
Jackson Wealth Management
Moody Lynn & Co/

View all funds holding Schwab S&p 500 Select