Ownership history in Jackson Wealth Management, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Jackson Wealth Management, LLC reported a position in SCHWAB S&P 500 INDEX FUND SELECT CLASS (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 | ADDED | 30,652 | +337 | +1.1% | 0.05% | $538K | $17.54 |
| 2025 Q3 | ADDED | 30,315 | +25,337 | +509.0% | 0.05% | $524K | $17.08 |
| 2025 Q2 | UNCHANGED | 4,978 | — | 0% | 0.05% | $477K | $15.80 |
| 2025 Q1 | INITIATED | 4,978 | — | — | 0.05% | $430K | $14.24 |
As of 2025 Q4 — sorted by position size