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Schwab S&p 500 Select shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.3M 121k 19.32

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

Top funds holding Schwab S&p 500 Select

eCIO
Dumont & Blake Investment Advisors
Ethos Financial Group
Coston, McIsaac & Partners
Front Street Capital Management
Sontag Advisory
North Star Asset Management
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