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
Download as csv
Download as Excel
Quarterly reported holdings in Schwab S&p 500 Select by Ethos Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 163k | 17.27 |
| 2025-06-30 | $2.5M | 27k | 95.86 |
| 2025-03-31 | $2.4M | 26k | 90.81 |
| 2024-12-31 | $2.4M | 26k | 90.81 |
| 2024-09-30 | $2.4M | 27k | 89.21 |
| 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 |