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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 2025-09-30, 9,455,531 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
25
13F filers
25
New
5
Added
19
Reduced
0
Sold out
4
Shares held by filers
9,455,531

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 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, INC3,889,038$67.2M1.09%+3,242,94913F-HRTimeline
eCIO, Inc.3,673,843$63.4M23.68%+3,066,81413F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC564,653$9.75M2.36%+467,66813F-HRTimeline
Vermillion Wealth Management, Inc.265,191$4.58M1.24%new13F-HRTimeline
Ethos Financial Group, LLC163,185$2.82M0.22%+136,71613F-HRTimeline
Coston, McIsaac & Partners161,843$2.79M0.67%+134,21713F-HRTimeline
Front Street Capital Management, Inc.129,403$2.23M0.34%new13F-HRTimeline
NEVILLE RODIE & SHAW INC115,948$2M0.14%+96,34113F-HRTimeline
Williams Jones Wealth Management, LLC.96,672$1.67M0.02%+82,87213F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC61,935$1.07M0.04%+51,50513F-HRTimeline
EDGAR LOMAX CO/VA48,740$842K0.07%+41,31813F-HRTimeline
STALEY CAPITAL ADVISERS INC47,925$828K0.03%+39,93713F-HRTimeline
Hurley Capital, LLC41,631$719K0.4%new13F-HRTimeline
Jackson Wealth Management, LLC30,315$524K0.05%+25,33713F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC28,130$486K0.03%new13F-HRTimeline
CARRET ASSET MANAGEMENT, LLC25,422$439K0.04%+21,18513F-HRTimeline
Dale Q Rice Investment Management Ltd23,899$416K0.29%+19,91613F-HRTimeline
TOWER BRIDGE ADVISORS21,731$375K0.04%+18,10913F-HRTimeline
Fulton Bank, N.A.18,798$325K0.01%new13F-HRTimeline
Estabrook Capital Management14,401$249K0.04%+12,00113F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV14,376$248K0.05%+11,96613F-HRTimeline
Westside Investment Management, Inc.8,653$150K0.02%+7,30813F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …4,854$83.8K0.02%13F-HRTimelineGroup
Financially Speaking Inc2,923$50.5K0.03%+2,43613F-HRTimeline
Game Plan Financial Advisors, LLC2,022$34.9K0.01%+1,71713F-HRTimeline