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 |
|---|---|---|---|---|---|
| eCIO | 4.2M | $80M | 100% | Jun 2026 |
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| Ethos Financial Group | 164k | $3.1M | 1% | Jun 2026 |
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| North Star Asset Management | 155k | $3.0M | 116% | Jun 2026 |
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| Mosaic Advisors | 155k | $3.0M | 100% | Jun 2026 |
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| Coston, McIsaac & Partners | 150k | $2.9M | 26% | Jun 2026 |
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| Sontag Advisory | 121k | $2.3M | 100% | Jun 2026 |
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| Carret Asset Management | 49k | $943k | 0% | Jun 2026 |
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| Staley Capital Advisers | 48k | $926k | 0% | Jun 2026 |
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| Vermillion Wealth Management | 46k | $901k | -81% | Sep 2026 |
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| Edgar Lomax Company | 42k | $804k | 0% | Jun 2026 |
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| Williams Jones Wealth Management | 40k | $768k | -6% | Jun 2026 |
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| Moody Lynn & Co/ | 28k | $556k | 0% | Sep 2026 |
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| Fulton Bank, NA | 26k | $506k | 0% | Sep 2026 |
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| Rowland & Co Investment Counsel | 15k | $286k | 2% | Jun 2026 |
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| Estabrook Capital Management | 15k | $281k | 0% | Jun 2026 |
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| Wd Rutherford | 10k | $205k | 100% | Sep 2026 |
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| Westside Investment Management | 8.3k | $160k | 0% | Jun 2026 |
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| Financial Gravity Companies | 3.0k | $59k | 100% | Jun 2026 |
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| NBT Bank | 2.7k | $53k | 23% | Sep 2026 |
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| Game Plan Financial Advisors | 2.0k | $40k | 0% | Jun 2026 |
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| Luminist Capital | 1.5k | $30k | 100% | Jun 2026 |
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Who sold out of Schwab S&p 500 Select?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Dumont & Blake Investment Advisors | Jun 2026 | 552k | $11M |
| Front Street Capital Management | Mar 2026 | 138k | $2.3M |
| Coastwise Capital Group | Mar 2026 | 37k | $627k |
| Fortune Financial Group | Jun 2026 | 34k | $657k |
| Jackson Wealth Management | Mar 2026 | 31k | $514k |