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Schwab S&p 500 Select shares owned by Jackson Wealth Management

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

Historical chart of Jackson Wealth Management 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 Jackson Wealth Management 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 Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $524k 30k 17.29
2025-06-30 $477k 5.0k 95.82
2025-03-31 $430k 5.0k 86.38

More positions owned by Jackson Wealth Management

United States Treas Bills Tsrys60859
Microsoft Corp MSFT (MSFT)
Broadcom Avgo (AVGO)
Schwab Value Advantage Money Inv SWVXX (SWVXX)
Apple Aapl (AAPL)
Spdr Series Trust Portfolio S&p500 SPLG (SPLG)
Vanguard Index Fds S&p 500 Etf Voo (VOO)
Kla Corp Klac (KLAC)
Schwab Charles Famil Muni Money 0 (SWOXX)
Ishares Tr Core S&p500 Etf Ivv (IVV)
Ishares Tr S&p 100 Etf Oef (OEF)
Costco Whsl Corp Cost (COST)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf QQQM (QQQM)
Mastercard Incorporated Cl A Ma (MA)
Ishares Tr Core Div Grwth Dgro (DGRO)

View all positions for Jackson Wealth Management

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