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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 2025-12-31, 5,590,130 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
25
13F filers
25
New
2
Added
12
Reduced
6
Sold out
4
Shares held by filers
5,590,130

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, INC4,040,335$70.9M1.14%+151,29713F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC560,646$9.83M2.36%-4,00713F-HRTimeline
Ethos Financial Group, LLC162,405$2.85M0.21%-78013F-HRTimeline
Coston, McIsaac & Partners151,305$2.65M0.62%-10,53813F-HRTimeline
NEVILLE RODIE & SHAW INC116,549$2.04M0.14%+60113F-HRTimeline
Williams Jones Wealth Management, LLC.90,916$1.59M0.02%-5,75613F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC63,426$1.11M0.04%+1,49113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC48,997$859K0.08%+23,57513F-HRTimeline
EDGAR LOMAX CO/VA48,267$847K0.06%-47313F-HRTimeline
STALEY CAPITAL ADVISERS INC47,925$841K0.03%013F-HRTimeline
Fortune Financial Group, Inc.35,444$684K0.67%13F-HRTimeline
Coastwise Capital Group, LLC37,499$658K0.33%new13F-HRTimeline
Jackson Wealth Management, LLC30,652$538K0.05%+33713F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC28,130$493K0.03%013F-HRTimeline
Dale Q Rice Investment Management Ltd24,165$424K0.3%+26613F-HRTimeline
TOWER BRIDGE ADVISORS21,731$381K0.04%013F-HRTimeline
Fulton Bank, N.A.20,501$360K0.01%+1,70313F-HRTimeline
Kohmann Bosshard Financial Services, LLC15,130$265K0.02%new13F-HRTimeline
Estabrook Capital Management14,562$255K0.04%+16113F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV14,536$255K0.05%+16013F-HRTimeline
Westside Investment Management, Inc.8,662$152K0.02%+913F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3,039$53.3K0.01%-1,81513F-HRTimelineGroup
Financially Speaking Inc2,954$51.8K0.03%+3113F-HRTimeline
Game Plan Financial Advisors, LLC2,045$35.9K0.01%+2313F-HRTimeline
Garton & Associates Financial Advisors …309$5.43K<0.01%13F-HRTimeline