SCHWAB S&P 500 INDEX-SEL (SWPPX) Institutional Shareholders
SCHWAB S&P 500 INDEX-SEL (SWPPX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $104.95M in SWPPX holdings during the latest filing period.
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 97% of the total disclosed SWPPX value among the investors covered in this analysis. Major shareholders include Ecio, Inc., Dumont & Blake Investment Advisors Llc, Vermillion Wealth 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
23
Total Reported Value
$104.95M
Largest Holder
Ecio, Inc.
Largest Position
$80.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
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 | — | — | — | |
| Dumont & Blake Investment Advisors Llc | 2.35% | 561,266 | $9,412,429 | — | — | — | |
| Vermillion Wealth Management, Inc. | 1.09% | 241,493 | $4,665,656 | — | — | — | |
| Ethos Financial Group, Llc | 0.20% | 162,843 | $2,730,884 | — | — | — | |
| North Star Asset Management Inc | 0.05% | 71,530 | $1,199,553 | — | — | — | |
| Carret Asset Management, Llc | 0.08% | 48,997 | $821,684 | — | — | — | |
| Staley Capital Advisers Inc | 0.03% | 47,925 | $803,706 | — | — | — | |
| Williams Jones Wealth Management, Llc. | 0.01% | 42,177 | $707,306 | — | — | — | |
| Edgar Lomax Co/Va | 0.05% | 41,597 | $697,579 | — | — | — | |
| Fortune Financial Group, Inc. | 0.51% | 33,990 | $656,696 | — | — | — | |
| Moody Lynn Lieberson & Walker, Llc | 0.03% | 28,130 | $543,476 | — | — | — | |
| Jackson Wealth Management, Llc | 0.05% | 30,652 | $514,000 | — | — | — | |
| Fulton Bank, N.A. | 0.02% | 25,682 | $496,191 | — | — | — | |
| Dale Q Rice Investment Management Ltd | 0.31% | 24,165 | $405,248 | — | — | — | |
| 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 | $244,205 | — | — | — | |
| Westside Investment Management, Inc. | 0.02% | 8,274 | $159,877 | — | — | — | |
| Financial Gravity Asset Management, Inc. | 0.01% | 3,039 | $50,960 | — | — | — | |
| Nbt Bank N A | 0.00% | 2,153 | $41,591 | — | — | — | |
| Game Plan Financial Advisors, Llc | 0.02% | 2,045 | $34,289 | — | — | — | |
| Db Fitzpatrick & Co, Inc | 0.00% | 166 | $3,213 | — | — | — | |
| Coston, Mcisaac & Partners | 0.45% | 119,187 | $1,998 | — | — | — |
Frequently asked questions about SWPPX
Who owns the most SWPPX stock?
The largest holders of SWPPX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB S&P 500 INDEX-SEL (SWPPX).
Is SWPPX widely held by superinvestors?
Many widely followed stocks like SWPPX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SWPPX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.