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 | 3.9M | $67M | 502% | Sep 2025 |
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| eCIO | 3.7M | $63M | 505% | Sep 2025 |
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| Dumont & Blake Investment Advisors | 565k | $9.8M | 482% | Sep 2025 |
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| Vermillion Wealth Management | 265k | $4.6M | 100% | Sep 2025 |
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| Ethos Financial Group | 163k | $2.8M | 517% | Sep 2025 |
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| Coston, McIsaac & Partners | 162k | $2.8M | 486% | Sep 2025 |
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| Front Street Capital Management | 129k | $2.2M | 100% | Sep 2025 |
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| Neville Rodie & Shaw | 116k | $2.0M | 491% | Sep 2025 |
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| Williams Jones Wealth Management | 97k | $1.7M | 601% | Sep 2025 |
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| North Star Asset Management | 62k | $1.1M | 494% | Sep 2025 |
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| Edgar Lomax Company | 49k | $842k | 557% | Sep 2025 |
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| Staley Capital Advisers | 48k | $828k | 500% | Sep 2025 |
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| Hurley Capital | 42k | $719k | 100% | Sep 2025 |
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| Jackson Wealth Management | 30k | $524k | 509% | Sep 2025 |
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| Moody Lynn & Co/ | 28k | $486k | 100% | Sep 2025 |
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| Carret Asset Management | 25k | $439k | 500% | Sep 2025 |
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| Dale Q Rice Investment Management | 24k | $416k | 500% | Sep 2025 |
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| Tower Bridge Advisors | 22k | $375k | 500% | Sep 2025 |
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| Fulton Bank, NA | 19k | $325k | 100% | Sep 2025 |
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| Estabrook Capital Management | 14k | $249k | 500% | Sep 2025 |
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| Rowland & Co Investment Counsel | 14k | $248k | 497% | Sep 2025 |
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| Westside Investment Management | 8.7k | $150k | 543% | Sep 2025 |
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| Financial Gravity Wealth | 4.9k | $84k | 869% | Sep 2025 |
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| Financially Speaking | 2.9k | $51k | 500% | Sep 2025 |
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| Game Plan Financial Advisors | 2.0k | $35k | 563% | Sep 2025 |
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| Resources Management Corp | 643.00 | $89k | 100% | Sep 2025 |
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| Financial Gravity Companies | 501.00 | $48k | 100% | Jun 2025 |
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Who sold out of Schwab S&p 500 Select?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Skopos Labs | Jun 2025 | 6.0k | $575k |
| Manning & Napier Advisors | Jun 2025 | 1.9k | $177k |