SCHWAB S&P 500 INDEX-SEL (SWPPX) Institutional Ownership Changes & 13F Activity
SCHWAB S&P 500 INDEX-SEL (SWPPX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ecio, Inc., Vermillion Wealth Management, Inc., Mosaic Advisors Llc, Wealthspire Advisors, Llc, and Neville Rodie & Shaw Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| North Star Asset Management Inc | Buy | +83,173 | +116.3% | 154,703 | $2.99M | Q2 2026 | Aug 18, 2026 |
| Coston, Mcisaac & Partners | Buy | +31,099 | +26.1% | 150,286 | $2.90M | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, Llc | Buy | +121,138 | — | 121,138 | $2.34M | Q2 2026 | Aug 11, 2026 |
| Mosaic Advisors Llc | Buy | +154,500 | — | 154,500 | $2.98M | Q2 2026 | Aug 07, 2026 |
| Dumont & Blake Investment Advisors Llc | Sell | -8,922 | -1.6% | 552,344 | $10.67M | Q2 2026 | Aug 07, 2026 |
| Luminist Capital Llc | Buy | +1,531 | — | 1,531 | $29.57K | Q2 2026 | Aug 07, 2026 |
| Ethos Financial Group, Llc | Buy | +1,508 | +0.9% | 164,351 | $3.10M | Q2 2026 | Aug 07, 2026 |
| Williams Jones Wealth Management, Llc. | Sell | -2,417 | -5.7% | 39,760 | $768.16K | Q2 2026 | Aug 05, 2026 |
| Carret Asset Management, Llc | Sell | -170 | -0.3% | 48,827 | $943.34K | Q2 2026 | Aug 04, 2026 |
| Nbt Bank N A | Buy | +2,153 | — | 2,153 | $41.59K | Q2 2026 | Jul 29, 2026 |
| Ecio, Inc. | Buy | +4,150,439 | — | 4,150,439 | $80.19M | Q2 2026 | Jul 27, 2026 |
| Rowlandmiller & Partners.Adv | Buy | +272 | +1.9% | 14,808 | $286.10K | Q2 2026 | Jul 23, 2026 |
| Vermillion Wealth Management, Inc. | Buy | +241,493 | — | 241,493 | $4.67M | Q2 2026 | Jul 16, 2026 |
| Fulton Bank, N.A. | Sell | -9,801 | -27.6% | 25,682 | $496.19K | Q2 2026 | Jul 09, 2026 |
| Mcilrath & Eck, Llc | Sell | -17,107 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Jackson Wealth Management, Llc | Sell | -30,652 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
| Coastwise Capital Group, Llc | Sell | -37,392 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Dale Q Rice Investment Management Ltd | Sell | -24,165 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Financial Gravity Asset Management, Inc. | Sell | -3,039 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Kohmann Bosshard Financial Services, Llc | Sell | -15,083 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 23, 2026 |
| Neville Rodie & Shaw Inc | Sell | -116,200 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 01, 2026 |
Frequently asked questions about SWPPX activity
Which institutional owners are buying SWPPX?
Institutional owners buying SWPPX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SWPPX activity?
"Buy" means an investor increased their reported position in SWPPX compared to the prior reporting period. This reflects growing exposure to SCHWAB S&P 500 INDEX-SEL (SWPPX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SWPPX increasing?
Institutional interest in SWPPX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.