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SWPPX SCHWAB S&P 500 INDEX-SEL

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MFD (fund)

24 managers (24 13F filers) reported a position in SWPPX shares at 2025-06-30, 1,495,595 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
24
13F filers
24
New
2
Added
6
Reduced
8
Sold out
4
Shares held by filers
1,495,595

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC646,089$61.9M1.09%-7,76213F-HRTimeline
eCIO, Inc.607,029$58.2M24.54%-1,13713F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC96,985$9.3M2.43%-93213F-HRTimeline
Coston, McIsaac & Partners27,626$2.65M0.69%-90613F-HRTimeline
Ethos Financial Group, LLC26,469$2.54M0.22%+46013F-HRTimeline
NEVILLE RODIE & SHAW INC19,607$1.88M0.14%-1113F-HRTimeline
Williams Jones Wealth Management, LLC.13,800$1.32M0.02%+2,96413F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC10,430$1000K0.04%-9113F-HRTimeline
STALEY CAPITAL ADVISERS INC7,988$766K0.03%013F-HRTimeline
EDGAR LOMAX CO/VA7,422$711K0.04%+16813F-HRTimeline
Brooklyn Investment Group5,993$574K0.08%+5,35713F-HR/ATimeline
Jackson Wealth Management, LLC4,978$477K0.05%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,237$406K0.04%-6513F-HRTimeline
Dale Q Rice Investment Management Ltd3,983$386K0.32%-3,98313F-HRTimeline
TOWER BRIDGE ADVISORS3,622$347K0.04%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV2,410$231K0.05%013F-HRTimeline
Estabrook Capital Management2,400$230K0.04%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,850$177K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.1,345$129K0.02%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …501$48K0.01%13F-HRTimelineGroup
Financially Speaking Inc487$46.6K0.03%+44913F-HRTimeline
Game Plan Financial Advisors, LLC305$29.2K0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc28$2.66K<0.01%+313F-HRTimeline
GFG Capital, LLC11$1.1K<0.01%new13F-HRTimeline