Who owns Schwab S&p 500 Select?
- Ticker: SWPPX
- CUSIP Number: 808509855
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab S&p 500 Select with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab S&p 500 Select stock
Who bought or sold Schwab S&p 500 Select this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Ferguson Wellman Capital Management | 668k | $54M | 0% | Mar 2024 |
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| Dumont & Blake Investment Advisors | 97k | $7.8M | -1% | Mar 2024 |
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| Coston, McIsaac & Partners | 27k | $2.2M | -1% | Mar 2024 |
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| Ethos Financial Group | 24k | $1.8M | 100% | Dec 2023 |
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| Neville Rodie & Shaw | 20k | $1.6M | 0% | Mar 2024 |
|
| North Star Asset Management | 9.8k | $717k | 6% | Dec 2023 |
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| Financial Gravity Wealth | 9.3k | $6.9k | 0% | Dec 2023 |
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| Garde Capital | 9.0k | $656k | 122% | Dec 2023 |
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| Grey Fox Wealth Advisors | 8.3k | $674k | 0% | Mar 2024 |
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| Staley Capital Advisers | 6.9k | $502k | 0% | Dec 2023 |
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| Edgar Lomax Company | 6.6k | $485k | -6% | Dec 2023 |
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| Carret Asset Management | 4.5k | $363k | -1% | Mar 2024 |
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| Wallington Asset Management | 4.5k | $363k | 0% | Mar 2024 |
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| Tower Bridge Advisors | 3.6k | $265k | 0% | Dec 2023 |
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| Rowland & Co Investment Counsel | 2.0k | $165k | 0% | Mar 2024 |
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| Main Street Group | 1.6k | $117k | 100% | Dec 2023 |
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| Westside Investment Management | 1.4k | $113k | 0% | Mar 2024 |
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| Game Plan Financial Advisors | 301.00 | $24k | 0% | Mar 2024 |
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| DB Fitzpatrick & Co | 22.00 | $1.8k | 0% | Mar 2024 |
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| Tucker Asset Management | 15.00 | $1.1k | 100% | Dec 2023 |
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