Holistic Financial Partners / SWPPX
Holistic Financial Partners’s Schwab S&P 500 Index Position
Does Holistic Financial Partners own Schwab S&P 500 Index (SWPPX)? Not currently — the last reported position was 621.4K shares worth $31M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$31M
Q4 2019
Shares
621.4K
% of Portfolio
+18.35%
Quarters Held
2
position exited
Position History SWPPX
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Holistic Financial Partners’s full portfolio or all institutional holders of SWPPX.