Schwab S&P 500 Index-SelSWPPX
13F holders, Q2 2025 (June 30)24holders −2
2new positions
4sold out
$95.86avg. 13F price*
At the end of Q2 2025, 24 institutions reported holding Schwab S&P 500 Index-Sel (SWPPX) in their 13F filings, down 2 from Q1 2025. 2 opened new positions and 4 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($61.9M), eCIO, Inc. ($58.2M) and Dumont & Blake Investment Advisors LLC ($9.3M).
- Company
- Schwab S&P 500 Index-Sel
- CUSIP
- 808509855
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $178K |
| Exits | 4 | $5.8M |
All 13F filers, Q1 2025 → Q2 2025: 11,262 shares bought and 81,754 shares sold, net −70,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Ferguson Wellman Capital Management, Inc. | 1.09% | Reduce -1.2% | 646,089 | $61.9M |
| eCIO, Inc. | 24.54% | Reduce -0.2% | 607,029 | $58.2M |
| Dumont & Blake Investment Advisors LLC | 2.43% | Reduce -0.9% | 96,985 | $9.3M |
| Coston, McIsaac & Partners | 0.69% | Reduce -3.2% | 27,626 | $2.6M |
| Ethos Financial Group, LLC | 0.22% | Add +1.8% | 26,469 | $2.5M |
| Neville Rodie & Shaw Inc. | 0.14% | Reduce -0.1% | 19,607 | $1.9M |
| Williams Jones Wealth Management, LLC. | 0.02% | Add +27.4% | 13,800 | $1.3M |
| North Star Asset Management Inc. | 0.04% | Reduce -0.9% | 10,430 | $1000K |
| Staley Capital Advisers Inc. | 0.03% | No change | 7,988 | $766K |
| Edgar Lomax Co. | 0.04% | Add +2.3% | 7,422 | $711K |
| Brooklyn Investment Group | 0.08% | Add +842.3% | 5,993 | $574K |
| Jackson Wealth Management, LLC | 0.05% | No change | 4,978 | $477K |
| Carret Asset Management, LLC | 0.04% | Reduce -1.5% | 4,237 | $406K |
| Dale Q Rice Investment Management Ltd | 0.32% | Reduce -50.0% | 3,983 | $386K |
| Tower Bridge Advisors | 0.04% | No change | 3,622 | $347K |
| Rowlandmiller & Partners.adv | 0.05% | No change | 2,410 | $231K |
| Estabrook Capital Management | 0.04% | No change | 2,400 | $230K |
| Manning & Napier Advisors LLC | 0.00% | New | 1,850 | $177K |
| Westside Investment Management, Inc. | 0.02% | No change | 1,345 | $129K |
| Financial Gravity Companies, Inc. | 0.01% | — | 501 | $48K |
| Financially Speaking Inc | 0.03% | Add +1181.6% | 487 | $47K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 305 | $29K |
| DB Fitzpatrick & Co, Inc | 0.00% | Add +12.0% | 28 | $3K |
| GFG Capital, LLC | 0.00% | New | 11 | $1K |
"% 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.