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Schwab S&p 500 Select shares owned by Mosaic Advisors

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

Historical chart of Mosaic 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 Mosaic 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 Mosaic Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.0M 155k 19.32

More positions owned by Mosaic Advisors

iShares Core S&P Total US Stock Mark Etf (ITOT)
Apple Common Stock (AAPL)
DFA US Large Cap Equity Institutional Funds (DUSQX)
Conocophillips Common Stock (COP)
Vanguard FTSE All-World Ex-US ETF Etf (VEU)
Vanguard Dividend Appreciation ETF Etf (VIG)
MFC iShares Trust Russell 3000 ETF Etf (IWV)
Sherwin Williams Common Stock (SHW)
Schwab S&P 500 Index Etf (SWPPX)
Williams Companies Common Stock (WMB)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Total International STK ETF Etf (VXUS)
SPDR Port S&P 1500 Comps Stk Mkt ETF Etf (SPTM)
Vanguard Mega Cap Growth ETF IV Etf (MGK)
Broadcom Common Stock (AVGO)

View all positions for Mosaic Advisors

Top funds holding Schwab S&p 500 Select

eCIO
Dumont & Blake Investment Advisors
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
Jackson Wealth Management
Moody Lynn & Co/
Fulton Bank, NA

View all funds holding Schwab S&p 500 Select