Ownership history in Ethos Financial Group, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Ethos Financial Group, LLC reported a position in Schwab S&P 500 Index FD (SWPPX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 162,405 | -780 | -0.5% | 0.21% | $2.8M | $17.54 |
| 2025 Q3 | ADDED | 163,185 | +136,716 | +516.5% | 0.22% | $2.8M | $17.08 |
| 2025 Q2 | ADDED | 26,469 | +460 | +1.8% | 0.22% | $2.5M | $15.80 |
| 2025 Q1 | UNCHANGED | 26,009 | — | 0% | 0.23% | $2.4M | $14.24 |
| 2024 Q4 | REDUCED | 26,009 | -1,220 | -4.5% | 0.31% | $2.4M | $14.88 |
| 2024 Q3 | ADDED | 27,229 | +1,772 | +7.0% | 0.40% | $2.4M | $14.53 |
| 2024 Q2 | ADDED | 25,457 | +206 | +0.8% | 0.38% | $2.1M | $13.73 |
| 2024 Q1 | ADDED | 25,251 | +1,210 | +5.0% | 0.39% | $2.0M | $13.16 |
| 2023 Q4 | ADDED | 24,041 | +1,513 | +6.7% | 0.37% | $1.8M | $11.91 |
| 2023 Q1 | INITIATED | 22,528 | — | — | 0.44% | $1.4M | $10.14 |
As of 2025 Q4 — sorted by position size