Schwab S&p 500 Select shares owned by Grey Fox Wealth Advisors
Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Grey Fox Wealth Advisors
from 13F filings
Historical chart of Grey Fox Wealth 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 Grey Fox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab S&p 500 Select by Grey Fox Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $674k | 8.3k | 80.81 |
2023-12-31 | $611k | 8.4k | 73.10 |
2023-09-30 | $541k | 8.1k | 66.42 |
2023-06-30 | $542k | 7.9k | 68.67 |