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Schwab S&p 500 Select shares owned by Financial Gravity Companies

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

Historical chart of Financial Gravity Companies 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 Financial Gravity Companies 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 Financial Gravity Companies

Quarter filed Position value Share count Share price at filing
2025-06-30 $48k 501 95.84
2024-12-31 $45k 501 90.25
2024-09-30 $44k 495 89.20

More positions owned by Financial Gravity Companies

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Ishares Tr Uit Exchange Traded (STIP)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Series Trust Uit Exchange Traded (SPIB)
Spdr Series Trust Uit Exchange Traded (SPSM)
Spdr Series Trust Uit Exchange Traded (SPMD)
Spdr Series Trust Uit Exchange Traded (SPYG)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Series Trust Uit Exchange Traded (SPYD)
Spdr Series Trust Uit Exchange Traded (SPBO)
Spdr Series Trust Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Companies

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