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
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All positions including Schwab S&p 500 Select held by McMahon Financial 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 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 |
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