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SWPPX SCHWAB S&P 500 INDEX-SEL

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MFD (fund)

26 managers (26 13F filers) reported a position in SWPPX shares at 2025-03-31, 1,566,087 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
26
13F filers
26
New
4
Added
6
Reduced
7
Sold out
4
Shares held by filers
1,566,087

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, INC653,851$56.5M1.1%+6,08313F-HRTimeline
eCIO, Inc.608,166$52.6M17.58%13F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC97,917$8.46M2.37%+11313F-HRTimeline
Vermillion Wealth Management, Inc.45,976$3.97M1.17%new13F-HRTimeline
Coston, McIsaac & Partners28,532$2.46M0.72%+8913F-HRTimeline
Ethos Financial Group, LLC26,009$2.36M0.23%013F-HRTimeline
NEVILLE RODIE & SHAW INC19,618$1.7M0.13%-11313F-HRTimeline
Front Street Capital Management, Inc.16,145$1.4M0.27%new13F-HRTimeline
Williams Jones Wealth Management, LLC.10,836$936K0.01%-4713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC10,521$909K0.04%-32213F-HRTimeline
STALEY CAPITAL ADVISERS INC7,988$690K0.03%+1,12113F-HRTimeline
Dale Q Rice Investment Management Ltd7,966$688K0.36%+3,98313F-HRTimeline
EDGAR LOMAX CO/VA7,254$627K0.04%+11913F-HRTimeline
Jackson Wealth Management, LLC4,978$430K0.05%new13F-HRTimeline
Wallington Asset Management, LLC4,686$405K0.06%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,302$372K0.04%013F-HRTimeline
TOWER BRIDGE ADVISORS3,622$313K0.03%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV2,410$208K0.04%-9713F-HRTimeline
Estabrook Capital Management2,400$207K0.03%-2,51013F-HRTimeline
Westside Investment Management, Inc.1,345$117K0.02%-5813F-HRTimeline
Brooklyn Investment Group636$54.9K0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …501$43.3K0.01%13F-HRTimelineGroup
Game Plan Financial Advisors, LLC305$26.3K0.01%013F-HRTimeline
Luminist Capital LLC60$5.2K0.01%013F-HRTimeline
Financially Speaking Inc38$3.31K<0.01%-44213F-HRTimeline
DB Fitzpatrick & Co, Inc25$2.13K<0.01%013F-HRTimeline