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 | 4.0M | $71M | 4% | Dec 2025 |
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| Dumont & Blake Investment Advisors | 561k | $9.8M | -1% | Dec 2025 |
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| Ethos Financial Group | 162k | $2.8M | 0% | Dec 2025 |
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| Coston, McIsaac & Partners | 151k | $2.7M | -7% | Dec 2025 |
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| Neville Rodie & Shaw | 117k | $2.0M | 1% | Dec 2025 |
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| Williams Jones Wealth Management | 91k | $1.6M | -6% | Dec 2025 |
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| North Star Asset Management | 63k | $1.1M | 2% | Dec 2025 |
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| Edgar Lomax Company | 48k | $847k | -1% | Dec 2025 |
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| Staley Capital Advisers | 48k | $841k | 0% | Dec 2025 |
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| Coastwise Capital Group | 38k | $658k | 100% | Dec 2025 |
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| Jackson Wealth Management | 31k | $538k | 1% | Dec 2025 |
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| Moody Lynn & Co/ | 28k | $493k | 0% | Dec 2025 |
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| Carret Asset Management | 25k | $439k | 500% | Sep 2025 |
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| Dale Q Rice Investment Management | 24k | $424k | 1% | Dec 2025 |
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| Tower Bridge Advisors | 22k | $381k | 0% | Dec 2025 |
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| Fulton Bank, NA | 21k | $360k | 9% | Dec 2025 |
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| Kohmann Bosshard Financial Services | 15k | $265k | 100% | Dec 2025 |
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| Estabrook Capital Management | 15k | $255k | 1% | Dec 2025 |
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| Rowland & Co Investment Counsel | 15k | $255k | 1% | Dec 2025 |
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| Westside Investment Management | 8.7k | $152k | 0% | Dec 2025 |
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| Financial Gravity Wealth | 3.0k | $53k | -37% | Dec 2025 |
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| Financially Speaking | 3.0k | $52k | 1% | Dec 2025 |
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| Game Plan Financial Advisors | 2.0k | $36k | 1% | Dec 2025 |
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| Garton & Associates Financial Advisors | 309.00 | $5.4k | 100% | Dec 2025 |
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Who sold out of Schwab S&p 500 Select?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| eCIO | Sep 2025 | 3.7M | $63M |
| Vermillion Wealth Management | Sep 2025 | 265k | $4.6M |
| Front Street Capital Management | Sep 2025 | 129k | $2.2M |
| Hurley Capital | Sep 2025 | 42k | $719k |
| Resources Management Corp | Sep 2025 | 643.00 | $89k |