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Schwab S&p 500 Select shares owned by Luminist Capital

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

Historical chart of Luminist Capital 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 Luminist Capital 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 Luminist Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $30k 1.5k 19.32
2025-03-31 $5.2k 60 86.73
2024-12-31 $5.4k 60 90.27

More positions owned by Luminist Capital

Ishares Treasury Floating Rate Bond Etf Uit Exchange Traded (TFLO)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
F/m Us Treasury 2 Year Note Etf Uit Exchange Traded (UTWO)
Abrdn Physical Gold Shares Etf Uit Exchange Traded (SGOL)
Ishares 01 Year Treasurybond Etf Uit Exchange Traded (SHV)
Invesco Nasdaq 100 Etf Uit Exchange Traded (QQQM)
Vanguard High Dividend Yield Index Fund Etf Shares Uit Exchange Traded (VYM)
Vanguard Total World Stock Index Fund Etf Shares Uit Exchange Traded (VT)
State Street Spdr Portfolio S&p 400 Mid Cap Etf Uit Exchange Traded (SPMD)
Vanguard Large-cap Indexfund Etf Shares Uit Exchange Traded (VV)
State Street Technology Select Sector Spdr Etf Uit Exchange Traded (XLK)
State Street Consumer Staples Select Sector Spdr Etf Uit Exchange Traded (XLP)
Vanguard Mid-cap Index Fund Etf Shares Uit Exchange Traded (VO)
Nvidia Corp Common Stock (NVDA)
State Street Industrial Select Sector Spdr Etf Uit Exchange Traded (XLI)

View all positions for Luminist Capital

Top funds holding Schwab S&p 500 Select

eCIO
Dumont & Blake Investment Advisors
Vermillion Wealth Management
Ethos Financial Group
North Star Asset Management
Mosaic Advisors
Coston, McIsaac & Partners
Sontag Advisory
Carret Asset Management
Staley Capital Advisers
Edgar Lomax Company
Williams Jones Wealth Management
Fortune Financial Group
Moody Lynn & Co/
Fulton Bank, NA

View all funds holding Schwab S&p 500 Select