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

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

Historical chart of Financial Gravity Wealth 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 Wealth 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 Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $42k 495 84.25
2024-03-31 $36k 495 73.09
2023-12-31 $36k 495 73.09
2023-09-30 $6.9k 9.3k 0.75

More positions owned by Financial Gravity Wealth

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)
Spdr Ser Tr Uit Exchange Traded (SPIB)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Ser Tr Uit Exchange Traded (SPSM)
Spdr Ser Tr Uit Exchange Traded (SPMD)
Spdr Ser Tr Uit Exchange Traded (SPYG)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Ser Tr Uit Exchange Traded (SPYD)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Ser Tr Uit Exchange Traded (SPBO)
Spdr Ser Tr Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Wealth

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