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Schwab S&p 500 Select shares owned by Ethos Financial Group

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

Historical chart of Ethos Financial 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 Ethos Financial 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 Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.1M 26k 84.26
2024-03-31 $2.0M 25k 80.83
2023-12-31 $1.8M 24k 73.08
2023-03-31 $1.4M 23k 63.16