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Schwab S&p 500 Select shares owned by Moody Lynn & Co/

Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Moody Lynn & Co/ from 13F filings

Historical chart of Moody Lynn & Co/ investment in Schwab S&p 500 Select

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All positions including Schwab S&p 500 Select held by Moody Lynn & Co/ 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 Moody Lynn & Co/

Quarter filed Position value Share count Share price at filing
2025-09-30 $486k 28k 17.27