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 | 649k | $58M | -2% | Sep 2024 |
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| Dumont & Blake Investment Advisors | 194k | $16M | 100% | Jun 2024 |
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| Coston, McIsaac & Partners | 28k | $2.5M | 1% | Sep 2024 |
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| Ethos Financial Group | 27k | $2.4M | 7% | Sep 2024 |
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| Neville Rodie & Shaw | 20k | $1.8M | 0% | Sep 2024 |
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| Williams Jones Wealth Management | 15k | $1.3M | -13% | Sep 2024 |
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| North Star Asset Management | 11k | $961k | 12% | Sep 2024 |
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| Garde Capital | 7.8k | $695k | 10% | Sep 2024 |
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| Edgar Lomax Company | 7.3k | $648k | 1% | Sep 2024 |
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| Staley Capital Advisers | 6.9k | $613k | 0% | Sep 2024 |
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| Estabrook Capital Management | 4.9k | $409k | 0% | Jun 2024 |
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| Wallington Asset Management | 4.7k | $416k | 0% | Sep 2024 |
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| Carret Asset Management | 4.4k | $396k | -1% | Sep 2024 |
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| McMahon Financial Advisors | 3.8k | $335k | 0% | Sep 2024 |
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| Tower Bridge Advisors | 3.6k | $323k | 0% | Sep 2024 |
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| Rowland & Co Investment Counsel | 2.2k | $195k | 0% | Sep 2024 |
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| Westside Investment Management | 1.6k | $132k | 0% | Sep 2024 |
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| Cyrus J. Lawrence | 825.00 | $73k | 0% | Sep 2024 |
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| Financial Gravity Companies | 495.00 | $44k | 100% | Sep 2024 |
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| Financial Gravity Wealth | 495.00 | $42k | 0% | Jun 2024 |
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| Game Plan Financial Advisors | 301.00 | $27k | -24% | Sep 2024 |
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| Tucker Asset Management | 290.00 | $24k | -5% | Jun 2024 |
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| DB Fitzpatrick & Co | 25.00 | $2.2k | 14% | Sep 2024 |
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Who sold out of Schwab S&p 500 Select?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Orleans Capital Management Corp | Jun 2024 | 3.7k | $315k |
| RFP Financial Group | Jun 2024 | 1.4k | $119k |