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SWPPX SCHWAB S&P 500 INDEX-SEL

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MFD (fund)

22 managers (22 13F filers) reported a position in SWPPX shares at 2026-03-31, 1,599,014 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
22
13F filers
22
New
2
Added
4
Reduced
7
Sold out
5
Shares held by filers
1,599,014

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
DUMONT & BLAKE INVESTMENT ADVISORS LLC561,266$9.41M2.35%+62013F-HRTimeline
Ethos Financial Group, LLC162,843$2.73M0.2%+43813F-HRTimeline
Front Street Capital Management, Inc.137,917$2.31M0.31%new13F-HRTimeline
Coston, McIsaac & Partners119,187$2M0.45%-32,11813F-HRTimeline
NEVILLE RODIE & SHAW INC116,200$1.95M0.14%-34913F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC71,530$1.2M0.05%+8,10413F-HRTimeline
CARRET ASSET MANAGEMENT, LLC48,997$822K0.08%013F-HRTimeline
STALEY CAPITAL ADVISERS INC47,925$804K0.03%013F-HRTimeline
Williams Jones Wealth Management, LLC.42,177$707K0.01%-48,73913F-HRTimeline
EDGAR LOMAX CO/VA41,597$698K0.05%-6,67013F-HRTimeline
Coastwise Capital Group, LLC37,392$627K0.35%-10713F-HRTimeline
Fulton Bank, N.A.35,483$595K0.02%+14,98213F-HRTimeline
Fortune Financial Group, Inc.33,990$570K0.51%-1,45413F-HRTimeline
Jackson Wealth Management, LLC30,652$514K0.05%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC28,130$472K0.03%013F-HRTimeline
Dale Q Rice Investment Management Ltd24,165$405K0.31%013F-HRTimeline
McIlrath & Eck, LLC17,107$287K0.02%new13F-HRTimeline
Estabrook Capital Management14,562$244K0.04%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV14,536$244K0.05%013F-HRTimeline
Westside Investment Management, Inc.8,274$140K0.02%-38813F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3,039$51K0.01%013F-HRTimelineGroup
Game Plan Financial Advisors, LLC2,045$34.3K0.02%013F-HRTimeline