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