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 |
|---|---|---|---|---|---|
| Dumont & Blake Investment Advisors | 561k | $9.4M | 0% | Mar 2026 |
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| Ethos Financial Group | 163k | $2.7M | 0% | Mar 2026 |
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| Front Street Capital Management | 138k | $2.3M | 100% | Mar 2026 |
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| Coston, McIsaac & Partners | 119k | $2.0M | -21% | Mar 2026 |
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| Neville Rodie & Shaw | 116k | $1.9M | 0% | Mar 2026 |
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| North Star Asset Management | 72k | $1.2M | 13% | Mar 2026 |
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| Carret Asset Management | 49k | $859k | 93% | Dec 2025 |
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| Staley Capital Advisers | 48k | $804k | 0% | Mar 2026 |
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| Williams Jones Wealth Management | 42k | $707k | -54% | Mar 2026 |
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| Edgar Lomax Company | 42k | $698k | -14% | Mar 2026 |
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| Coastwise Capital Group | 37k | $627k | 0% | Mar 2026 |
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| Fulton Bank, NA | 36k | $595k | 73% | Mar 2026 |
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| Fortune Financial Group | 34k | $570k | 100% | Mar 2026 |
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| Jackson Wealth Management | 31k | $514k | 0% | Mar 2026 |
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| Moody Lynn & Co/ | 28k | $472k | 0% | Mar 2026 |
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| Dale Q Rice Investment Management | 24k | $405k | 0% | Mar 2026 |
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| McIlrath & Eck | 17k | $287k | 100% | Mar 2026 |
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| Estabrook Capital Management | 15k | $244k | 0% | Mar 2026 |
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| Rowland & Co Investment Counsel | 15k | $244k | 0% | Mar 2026 |
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| Westside Investment Management | 8.3k | $140k | -4% | Mar 2026 |
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| Financial Gravity Wealth | 3.0k | $51k | 0% | Mar 2026 |
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| Game Plan Financial Advisors | 2.0k | $34k | 0% | Mar 2026 |
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Who sold out of Schwab S&p 500 Select?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ferguson Wellman Capital Management | Dec 2025 | 4.0M | $71M |
| Tower Bridge Advisors | Dec 2025 | 22k | $381k |
| Kohmann Bosshard Financial Services | Dec 2025 | 15k | $265k |
| Financially Speaking | Dec 2025 | 3.0k | $52k |