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Schwab S&p 500 Select shares owned by Game Plan Financial Advisors

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

Historical chart of Game Plan Financial Advisors 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 Game Plan Financial Advisors 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 Game Plan Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $24k 301 80.83
2023-12-31 $22k 301 73.11

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Us Treasury Bill24u S T Bill Due 05/07/24 Bil (Principal)
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View all positions for Game Plan Financial Advisors

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
North Star Asset Management
Financial Gravity Wealth
Garde Capital
Grey Fox Wealth Advisors
Staley Capital Advisers
Edgar Lomax Company
Carret Asset Management
Wallington Asset Management
Tower Bridge Advisors
Rowland & Co Investment Counsel

View all funds holding Schwab S&p 500 Select