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SWPPX SCHWAB S&P 500 INDEX-SEL

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MFD (fund)

22 managers (22 13F filers) reported a position in SWPPX shares at 2026-06-30, 6,001,577 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
22
13F filers
22
New
6
Added
4
Reduced
4
Sold out
5
Shares held by filers
6,001,577

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
eCIO, Inc.4,150,439$80.2M22.53%new13F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC552,344$10.7M2.4%-8,92213F-HRTimeline
Vermillion Wealth Management, Inc.241,493$4.67M1.09%new13F-HRTimeline
Ethos Financial Group, LLC164,351$3.1M0.21%+1,50813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC154,703$2.99M0.12%+83,17313F-HRTimeline
Mosaic Advisors LLC154,500$2.98M4%new13F-HRTimeline
Coston, McIsaac & Partners150,286$2.9M0.58%+31,09913F-HRTimeline
Wealthspire Advisors, LLC121,138$2.34M0.01%new13F-HRTimeline
CARRET ASSET MANAGEMENT, LLC48,827$943K0.08%-17013F-HRTimeline
STALEY CAPITAL ADVISERS INC47,925$926K0.04%013F-HRTimeline
EDGAR LOMAX CO/VA41,597$804K0.06%013F-HRTimeline
Williams Jones Wealth Management, LLC.39,760$768K0.01%-2,41713F-HRTimeline
Fortune Financial Group, Inc.33,990$657K0.51%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC28,130$543K0.03%013F-HRTimeline
Fulton Bank, N.A.25,682$496K0.02%-9,80113F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV14,808$286K0.05%+27213F-HRTimeline
Estabrook Capital Management14,562$281K0.04%013F-HRTimeline
Westside Investment Management, Inc.8,274$160K0.02%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …3,039$58.7K0.01%13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.2,153$41.6K<0.01%new13F-HRTimelineGroup
Game Plan Financial Advisors, LLC2,045$39.5K0.01%013F-HRTimeline
Luminist Capital LLC1,531$29.6K0.03%new13F-HRTimeline