Schwab S&P 500 Index-SelSWPPX
13F holders, Q2 2026 (June 30)22holders
6new positions
5sold out
$19.31avg. 13F price*
At the end of Q2 2026, 22 institutions reported holding Schwab S&P 500 Index-Sel (SWPPX) in their 13F filings, unchanged from Q1 2026. 6 opened new positions and 5 sold out. The largest holders were eCIO, Inc. ($80.2M), Dumont & Blake Investment Advisors LLC ($10.7M) and Vermillion Wealth Management, Inc. ($4.7M).
- Company
- Schwab S&P 500 Index-Sel
- CUSIP
- 808509855
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $90.2M |
| Exits | 5 | $5.8M |
All 13F filers, Q1 2026 → Q2 2026: 4,787,306 shares bought and 367,636 shares sold, net +4,419,670 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| eCIO, Inc. | 22.53% | New | 4,150,439 | $80.2M |
| Dumont & Blake Investment Advisors LLC | 2.40% | Reduce -1.6% | 552,344 | $10.7M |
| Vermillion Wealth Management, Inc. | 1.12% | New | 241,493 | $4.7M |
| Ethos Financial Group, LLC | 0.21% | Add +0.9% | 164,351 | $3.1M |
| North Star Asset Management Inc. | 0.12% | Add +116.3% | 154,703 | $3.0M |
| Mosaic Advisors LLC | 4.00% | New | 154,500 | $3.0M |
| Coston, McIsaac & Partners | 0.58% | Add +26.1% | 150,286 | $2.9M |
| Wealthspire Advisors, LLC | 0.01% | New | 121,138 | $2.3M |
| Carret Asset Management, LLC | 0.08% | Reduce -0.3% | 48,827 | $943K |
| Staley Capital Advisers Inc. | 0.04% | No change | 47,925 | $926K |
| Edgar Lomax Co. | 0.06% | No change | 41,597 | $804K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -5.7% | 39,760 | $768K |
| Fortune Financial Group, Inc. | 0.52% | No change | 33,990 | $657K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | No change | 28,130 | $543K |
| Fulton Bank, N.A. | 0.02% | Reduce -27.6% | 25,682 | $496K |
| Rowlandmiller & Partners.adv | 0.05% | Add +1.9% | 14,808 | $286K |
| Estabrook Capital Management | 0.04% | No change | 14,562 | $281K |
| Westside Investment Management, Inc. | 0.02% | No change | 8,274 | $160K |
| Financial Gravity Companies, Inc. | 0.01% | — | 3,039 | $59K |
| NBT Bank, N.A. | 0.00% | New | 2,153 | $42K |
| Game Plan Financial Advisors, LLC | 0.02% | No change | 2,045 | $40K |
| Luminist Capital LLC | 0.03% | New | 1,531 | $30K |
"% of holder's portfolio" is SWPPX's weight in each manager's 13F, not the share of Schwab S&P 500 Index-Sel the manager owns.