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 | 654k | $57M | 1% | Mar 2025 |
|
| Dumont & Blake Investment Advisors | 98k | $8.5M | 0% | Mar 2025 |
|
| Coston, McIsaac & Partners | 28k | $2.6M | 1% | Dec 2024 |
|
| Ethos Financial Group | 26k | $2.4M | -4% | Dec 2024 |
|
| Neville Rodie & Shaw | 20k | $1.8M | -1% | Dec 2024 |
|
| Williams Jones Wealth Management | 11k | $982k | -25% | Dec 2024 |
|
| North Star Asset Management | 11k | $979k | 1% | Dec 2024 |
|
| Garde Capital | 7.5k | $680k | -3% | Dec 2024 |
|
| Edgar Lomax Company | 7.1k | $644k | -2% | Dec 2024 |
|
| Staley Capital Advisers | 6.9k | $620k | 0% | Dec 2024 |
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| Estabrook Capital Management | 4.9k | $443k | 1% | Dec 2024 |
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| Wallington Asset Management | 4.7k | $423k | 0% | Dec 2024 |
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| Carret Asset Management | 4.3k | $388k | -3% | Dec 2024 |
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| Dale Q Rice Investment Management | 4.0k | $360k | 100% | Dec 2024 |
|
| Tower Bridge Advisors | 3.6k | $327k | 0% | Dec 2024 |
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| Connors Investor Services | 2.6k | $233k | 100% | Dec 2024 |
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| Rowland & Co Investment Counsel | 2.4k | $208k | -4% | Mar 2025 |
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| Westside Investment Management | 1.4k | $127k | -10% | Dec 2024 |
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| Cyrus J. Lawrence | 825.00 | $74k | 0% | Dec 2024 |
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| Financial Gravity Companies | 501.00 | $45k | 1% | Dec 2024 |
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| Tucker Asset Management | 322.00 | $29k | -67% | Dec 2024 |
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| Game Plan Financial Advisors | 305.00 | $28k | 1% | Dec 2024 |
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| Luminist Capital | 60.00 | $5.4k | 100% | Dec 2024 |
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| DB Fitzpatrick & Co | 25.00 | $2.2k | 0% | Dec 2024 |
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Who sold out of Schwab S&p 500 Select?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| McMahon Financial Advisors | Sep 2024 | 3.8k | $335k |