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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
2024-09-30 $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

More positions owned by Ethos Financial Group

Schwab US Broad Market ETF Etf (SCHB)
Alpha Architect 1-3 Month Box ETF Etf (BOXX)
Vaneck Morningstar Wide Moat ETF Etf (MOAT)
Schwab US Large Cap ETF Etf (SCHX)
Vanguard Total World Stock ETF Etf (VT)
Abrdn Physical Gold Shares ETF Etf (SGOL)
Schwab US Large Cap Growth ETF Etf (SCHG)
iShares TIPS Bond ETF Etf (TIP)
Schwab US Large Cap Value ETF Etf (SCHV)
Spdr S&p 500 Etf Etf (SPY)
iShares 0-5 Year TIPS Bond ETF Etf (STIP)
Apple (AAPL)
Energy Select Sector SPDR ETF Etf (XLE)
iShares Russell 1000 Growth ETF Etf (IWF)
Schwab Fundamental Inl Large Com ETF Etf (FNDF)

View all positions for Ethos Financial Group

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
Williams Jones Wealth Management
North Star Asset Management
Garde Capital
Edgar Lomax Company
Staley Capital Advisers
Estabrook Capital Management
Wallington Asset Management
Carret Asset Management
McMahon Financial Advisors
Tower Bridge Advisors

View all funds holding Schwab S&p 500 Select