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Schwab S&p 500 Select shares owned by Financially Speaking

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

Historical chart of Financially Speaking 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 Financially Speaking 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 Financially Speaking

Quarter filed Position value Share count Share price at filing
2025-09-30 $51k 2.9k 17.27
2025-06-30 $46k 487 94.86
2025-03-31 $3.3k 38 87.05

More positions owned by Financially Speaking

Schwab Treasury Oblig Money Inv Schwab Non-sweep Mmf (SNOXX)
Jpmorgan U S Tech Leaders Etf Iv Uit Exchange Traded (JTEK)
Icon Flexible Bd Fd Inv Ntf Bond Funds (IOBAX)
Technology Select Sectorspdr Etf Uit Exchange Traded (XLK)
Invsc S P 500 Momentum Etf Uit Exchange Traded (SPMO)
Schwab Us Large Cap Growth Etf Uit Exchange Traded (SCHG)
Jpmorgan Ultra Short Income Etf Uit Exchange Traded (JPST)
Vaneck Junior Gold Miners Etf Uit Exchange Traded (GDXJ)
Spdr S&p Metals & Miningetf Uit Exchange Traded (XME)
Global X Defense Tech Etf Uit Exchange Traded (SHLD)
Fidelity Low Duration Bond Factr Etf Uit Exchange Traded (FLDR)
Schwab Internatnal Smallcap Eqy Etf Uit Exchange Traded (SCHC)
Rheinmetall Fsponsored Adr 1 Adr Reps 0.2 Ord American Depository (RNMBY)
Vaneck Gold Miners Etf Uit Exchange Traded (GDX)
Amplify Junior Silver Miners Etf Uit Exchange Traded (SILJ)

View all positions for Financially Speaking

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