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Schwab S&p 500 Select shares owned by Garton & Associates Financial Advisors

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

Historical chart of Garton & Associates 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 Garton & Associates 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 Garton & Associates Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.4k 309 17.56

More positions owned by Garton & Associates Financial Advisors

Schwab Prime Advantage Money Investor SWVXX (SWVXX)
Apple Aapl (AAPL)
Broadcom Avgo (AVGO)
Fidelity Blue Chip Growth FBGRX (FBGRX)
Amazoncom Amzn (AMZN)
Pnc Finl Services PNC (PNC)
Microsoft Corp MSFT (MSFT)
Alphabet Inc Class Class A Googl (GOOGL)
Fullerthaler Behavioral Smcp Eq Inst FTHSX (FTHSX)
Fidelity Capital & Income Fagix (FAGIX)
T Rowe Price Allcap Opportunitiesi Pnaix (PNAIX)
T Rowe Price Capital Appreciation I Traix (TRAIX)
Fullerthaler Behavioral Smcp Grinstl FTXSX (FTXSX)
American Funds American Balanced F2 Ambfx (AMBFX)
Invesco Nasdaq 100 Etf QQQM (QQQM)

View all positions for Garton & Associates Financial Advisors

Top funds holding Schwab S&p 500 Select

Ferguson Wellman Capital Management
Dumont & Blake Investment Advisors
Ethos Financial Group
Coston, McIsaac & Partners
Neville Rodie & Shaw
Williams Jones Wealth Management
North Star Asset Management
Edgar Lomax Company
Staley Capital Advisers
Coastwise Capital Group
Jackson Wealth Management
Moody Lynn & Co/
Carret Asset Management
Dale Q Rice Investment Management
Tower Bridge Advisors

View all funds holding Schwab S&p 500 Select