SCHWAB S&P 500 INDEX-SEL (SWPPX) Institutional Ownership and Insiders Activity
SCHWAB S&P 500 INDEX-SEL (SWPPX) is widely held by institutional investors, with 21 firms reporting positions valued at approximately $20.88M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Ethos Financial Group, Llc is the largest disclosed holder, reporting approximately $3.10M in SWPPX holdings in its latest filing.
Institutional Holders
21
Total Reported Value
$20.88M
Largest Holder
Ethos Financial Group, Llc
Largest Position
$3.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
6
Funds Exiting Positions
7
Top Institutional Owners
View allInvestorReported Balance
SWPPX News
All news- Dumont & Blake Investment Advisors Llc Q2 2026 Portfolio Activity: Significant Buys and Sells Observed
Aug 10, 2026 · valut.ai
- Ecio Inc Q2 2026 Investment Activity: Focus on Bonds and US Equities
Jul 29, 2026 · valut.ai