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Schwab S&p 500 Select shares owned by McMahon Financial Advisors

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

Historical chart of McMahon 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 McMahon 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 McMahon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $335k 3.8k 89.22
2024-06-30 $317k 3.8k 84.27