SWPPX Institutional Ownership & Shareholders
SCHWAB S&P 500 INDEX-SEL (SWPPX) is currently held by 21 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $21.37M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ecio, Inc. is currently the largest disclosed institutional shareholder of SWPPX tracked by InsiderSet, reporting ownership valued at approximately $80.19M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SWPPX value among the investors covered in this analysis. Major shareholders include Ecio, Inc., Ethos Financial Group, Llc, North Star Asset Management Inc, and several other long-term asset managers with concentrated positions in SCHWAB S&P 500 INDEX-SEL (SWPPX).
This page ranks the largest institutional SWPPX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
21
Total Reported Value
$21.37M
Largest Holder
Ecio, Inc.
Largest Position
$80.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ecio, Inc. | 22.53% | 4,150,439 | $80,186,484 | — | — | — | |
| Ethos Financial Group, Llc | 0.21% | 164,351 | $3,099,668 | — | — | — | |
| North Star Asset Management Inc | 0.12% | 154,703 | $2,988,866 | — | — | — | |
| Mosaic Advisors Llc | 4.00% | 154,500 | $2,984,940 | — | — | — | |
| Coston, Mcisaac & Partners | 0.58% | 150,286 | $2,902,000 | — | — | — | |
| Wealthspire Advisors, Llc | 0.01% | 121,138 | $2,340,386 | — | — | — | |
| Carret Asset Management, Llc | 0.08% | 48,827 | $943,343 | — | — | — | |
| Staley Capital Advisers Inc | 0.04% | 47,925 | $925,916 | — | — | — | |
| Vermillion Wealth Management, Inc. | 1.03% | 45,551 | $900,549 | — | — | — | |
| Edgar Lomax Co/Va | 0.06% | 41,597 | $803,651 | — | — | — | |
| Williams Jones Wealth Management, Llc. | 0.01% | 39,760 | $768,156 | — | — | — | |
| Moody Lynn Lieberson & Walker, Llc | 0.03% | 28,130 | $556,135 | — | — | — | |
| Fulton Bank, N.A. | 0.02% | 25,616 | $506,428 | — | — | — | |
| Mcilrath & Eck, Llc | 0.02% | 17,107 | $286,889 | — | — | — | |
| Rowlandmiller & Partners.Adv | 0.05% | 14,808 | $286,101 | — | — | — | |
| Estabrook Capital Management | 0.04% | 14,562 | $281,338 | — | — | — | |
| Wd Rutherford Llc | 0.08% | 10,347 | $204,559 | — | — | — | |
| Westside Investment Management, Inc. | 0.02% | 8,274 | $159,877 | — | — | — | |
| Nbt Bank N A | 0.00% | 2,657 | $52,630 | — | — | — | |
| Financial Gravity Asset Management, Inc. | 0.01% | 3,039 | $50,960 | — | — | — | |
| Game Plan Financial Advisors, Llc | 0.01% | 2,045 | $39,503 | — | — | — | |
| Luminist Capital Llc | 0.03% | 1,531 | $29,575 | — | — | — |
Frequently asked questions about SWPPX
Who are the largest institutional holders of SWPPX?
The largest institutional holders of SWPPX reported in the latest SEC Form 13F filings include Ecio, Inc., Ethos Financial Group, Llc, North Star Asset Management Inc, Mosaic Advisors Llc, and Coston, Mcisaac & Partners. InsiderSet ranks institutional holders by their latest reported SWPPX position.
What is SWPPX institutional ownership?
This page tracks SWPPX positions reported by institutional investment managers through SEC Form 13F. SCHWAB S&P 500 INDEX-SEL (SWPPX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SWPPX?
InsiderSet currently tracks 21 institutional managers reporting SWPPX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SWPPX shareholders.
How much SWPPX stock do institutions own?
Institutional investment managers disclosed approximately $21.37M in SWPPX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SWPPX institutional ownership last updated?
The latest SWPPX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SWPPX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SWPPX position after the reporting date.
Are institutions buying or selling SWPPX?
Institutional buying and selling can be analyzed by comparing SWPPX positions across consecutive 13F reporting periods. InsiderSet's SWPPX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SWPPX ownership changes.
How has SWPPX institutional ownership changed over time?
InsiderSet tracks SWPPX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.