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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 2024-09-30, 896,172 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.

Managers
22
13F filers
22
New
0
Added
7
Reduced
5
Sold out
2
Shares held by filers
896,172

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, Q3 2024

Filers in the available 13F reports with a share position at 2024-09-30, 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
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC649,073$57.9M1.12%-11,23613F-HR/ATimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC96,933$8.65M2.31%-96,87113F-HRTimeline
Coston, McIsaac & Partners28,235$2.52M0.71%+20313F-HRTimeline
Ethos Financial Group, LLC27,229$2.43M0.4%+1,77213F-HRTimeline
NEVILLE RODIE & SHAW INC19,838$1.77M0.13%013F-HRTimeline
Williams Jones Wealth Management, LLC.14,475$1.29M0.02%-2,11813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC10,767$960K0.04%+1,12913F-HRTimeline
Garde Capital, Inc.7,793$695K0.05%+74013F-HRTimeline
EDGAR LOMAX CO/VA7,260$648K0.04%+6913F-HRTimeline
STALEY CAPITAL ADVISERS INC6,867$613K0.03%013F-HRTimeline
Estabrook Capital Management4,855$433K0.06%013F-HRTimeline
Wallington Asset Management, LLC4,665$416K0.06%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,435$396K0.04%-5813F-HRTimeline
MFA WEALTH ADVISORS, LLC3,758$335K0.07%013F-HRTimeline
TOWER BRIDGE ADVISORS3,622$323K0.03%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV2,181$195K0.04%013F-HRTimeline
Westside Investment Management, Inc.1,560$131K0.03%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC980$87.4K0.02%+69013F-HRTimeline
Cyrus J. Lawrence, LLC825$73K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …495$44.2K0.01%13F-HRTimelineGroup
Game Plan Financial Advisors, LLC301$26.9K0.01%-9413F-HRTimeline
DB Fitzpatrick & Co, Inc25$2.2K<0.01%+313F-HRTimeline