Schwab S&P 500 Index-SelSWPPX
13F holders, Q3 2025 (September 30)25holders +1
5new positions
4sold out
$17.27avg. 13F price*
At the end of Q3 2025, 25 institutions reported holding Schwab S&P 500 Index-Sel (SWPPX) in their 13F filings, up 1 from Q2 2025. 5 opened new positions and 4 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($67.2M), eCIO, Inc. ($63.4M) and Dumont & Blake Investment Advisors LLC ($9.8M).
- Company
- Schwab S&P 500 Index-Sel
- CUSIP
- 808509855
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $8.3M |
| Exits | 4 | $755K |
All 13F filers, Q2 2025 → Q3 2025: 550,999 shares bought and 70,885 shares sold, net +480,114 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Ferguson Wellman Capital Management, Inc. | 1.09% | Add +0.3% | 3,889,038 | $67.2M |
| eCIO, Inc. | 23.68% | Add +0.9% | 3,673,843 | $63.4M |
| Dumont & Blake Investment Advisors LLC | 2.36% | Reduce -3.0% | 564,653 | $9.8M |
| Vermillion Wealth Management, Inc. | 1.25% | New | 265,191 | $4.6M |
| Ethos Financial Group, LLC | 0.22% | Add +2.8% | 163,185 | $2.8M |
| Coston, McIsaac & Partners | 0.67% | Reduce -2.4% | 161,843 | $2.8M |
| Front Street Capital Management, Inc. | 0.34% | New | 129,403 | $2.2M |
| Neville Rodie & Shaw Inc. | 0.14% | Reduce -1.4% | 115,948 | $2.0M |
| Williams Jones Wealth Management, LLC. | 0.02% | Add +16.8% | 96,672 | $1.7M |
| North Star Asset Management Inc. | 0.04% | Reduce -1.0% | 61,935 | $1.1M |
| Edgar Lomax Co. | 0.07% | Add +9.4% | 48,740 | $842K |
| Staley Capital Advisers Inc. | 0.03% | No change | 47,925 | $828K |
| Hurley Capital, LLC | 0.41% | New | 41,631 | $719K |
| Jackson Wealth Management, LLC | 0.05% | Add +1.5% | 30,315 | $524K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | New | 28,130 | $486K |
| Carret Asset Management, LLC | 0.04% | No change | 25,422 | $439K |
| Dale Q Rice Investment Management Ltd | 0.29% | No change | 23,899 | $416K |
| Tower Bridge Advisors | 0.04% | No change | 21,731 | $375K |
| Fulton Bank, N.A. | 0.01% | New | 18,798 | $325K |
| Estabrook Capital Management | 0.04% | No change | 14,401 | $249K |
| Rowlandmiller & Partners.adv | 0.05% | Reduce -0.6% | 14,376 | $248K |
| Westside Investment Management, Inc. | 0.02% | Add +7.2% | 8,653 | $150K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 4,854 | $84K |
| Financially Speaking Inc | 0.03% | No change | 2,923 | $50K |
| Game Plan Financial Advisors, LLC | 0.02% | Add +10.5% | 2,022 | $35K |
"% 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.