Schwab S&P 500 Index-SelSWPPX

13F holders, Q4 2025 (December 31)

Q2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

25holders

2new positions

4sold out

$17.55avg. 13F price*

At the end of Q4 2025, 25 institutions reported holding Schwab S&P 500 Index-Sel (SWPPX) in their 13F filings, unchanged from Q3 2025. 2 opened new positions and 4 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($70.9M), Dumont & Blake Investment Advisors LLC ($9.8M) and Ethos Financial Group, LLC ($2.8M).

Company: Schwab S&P 500 Index-Sel
CUSIP: 808509855
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

	Institutions	Total Value
New Positions	2	$923K
Exits	4	$71.0M

All 13F filers, Q3 2025 → Q4 2025: 232,283 shares bought and 4,133,437 shares sold, net −3,901,154 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 25 holders


Ferguson Wellman Capital Management, Inc.	1.14%	Add +3.9%	4,040,335	$70.9M
Dumont & Blake Investment Advisors LLC	2.36%	Reduce -0.7%	560,646	$9.8M
Ethos Financial Group, LLC	0.21%	Reduce -0.5%	162,405	$2.8M
Coston, McIsaac & Partners	0.62%	Reduce -6.5%	151,305	$2.7M
Neville Rodie & Shaw Inc.	0.14%	Add +0.5%	116,549	$2.0M
Williams Jones Wealth Management, LLC.	0.02%	Reduce -6.0%	90,916	$1.6M
North Star Asset Management Inc.	0.04%	Add +2.4%	63,426	$1.1M
Carret Asset Management, LLC	0.08%	Add +92.7%	48,997	$859K
Edgar Lomax Co.	0.06%	Reduce -1.0%	48,267	$847K
Staley Capital Advisers Inc.	0.03%	No change	47,925	$841K
Fortune Financial Group, Inc.	0.67%	—	35,444	$684K
Coastwise Capital Group, LLC	0.34%	New	37,499	$658K
Jackson Wealth Management, LLC	0.05%	Add +1.1%	30,652	$538K
Moody LYNN Lieberson & Walker, LLC	0.03%	No change	28,130	$493K
Dale Q Rice Investment Management Ltd	0.30%	Add +1.1%	24,165	$424K
Tower Bridge Advisors	0.04%	No change	21,731	$381K
Fulton Bank, N.A.	0.01%	Add +9.1%	20,501	$360K
Kohmann Bosshard Financial Services, LLC	0.02%	New	15,130	$265K
Estabrook Capital Management	0.04%	Add +1.1%	14,562	$255K
Rowlandmiller & Partners.adv	0.05%	Add +1.1%	14,536	$255K
Westside Investment Management, Inc.	0.02%	Add +0.1%	8,662	$152K
Financial Gravity Asset Management, Inc.	0.01%	Reduce -37.4%	3,039	$53K
Financially Speaking Inc	0.03%	Add +1.1%	2,954	$52K
Game Plan Financial Advisors, LLC	0.02%	Add +1.1%	2,045	$36K
Garton & Associates Financial Advisors LLC	0.00%	—	309	$5K

"% 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.