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SWPPX SCHWAB S&P 500 INDEX-SEL

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MFD (fund)

25 managers (25 13F filers) reported a position in SWPPX shares at 2024-12-31, 893,527 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
25
13F filers
25
New
1
Added
8
Reduced
9
Sold out
1
Shares held by filers
893,527

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, INC647,768$58.5M1.11%-1,30513F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC97,804$8.83M2.37%+87113F-HRTimeline
Coston, McIsaac & Partners28,443$2.57M0.76%+20813F-HRTimeline
Ethos Financial Group, LLC26,009$2.36M0.31%-1,22013F-HRTimeline
NEVILLE RODIE & SHAW INC19,731$1.78M0.13%-10713F-HRTimeline
Williams Jones Wealth Management, LLC.10,883$982K0.01%-3,59213F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC10,843$979K0.04%+7613F-HRTimeline
Garde Capital, Inc.7,530$680K0.04%-26313F-HRTimeline
EDGAR LOMAX CO/VA7,135$644K0.04%-12513F-HRTimeline
STALEY CAPITAL ADVISERS INC6,867$620K0.03%013F-HRTimeline
Estabrook Capital Management4,910$443K0.07%+5513F-HRTimeline
Wallington Asset Management, LLC4,686$423K0.06%+2113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,302$388K0.04%-13313F-HRTimeline
Dale Q Rice Investment Management Ltd3,983$360K0.16%13F-HRTimeline
TOWER BRIDGE ADVISORS3,622$327K0.03%013F-HRTimeline
CONNORS INVESTOR SERVICES INC2,583$233K0.02%new13F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV2,507$226K0.05%+32613F-HRTimeline
Westside Investment Management, Inc.1,403$127K0.03%-15713F-HRTimeline
Cyrus J. Lawrence, LLC825$74K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …501$45.2K0.01%+613F-HRTimelineGroup
Financially Speaking Inc480$43.3K0.03%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC322$29.1K<0.01%-65813F-HRTimeline
Game Plan Financial Advisors, LLC305$27.6K0.01%+413F-HRTimeline
Luminist Capital LLC60$5.42K0.01%13F-HRTimeline
DB Fitzpatrick & Co, Inc25$2.23K<0.01%013F-HRTimeline