Who owns Schwab S&P 500 Index Fund- Select Shares?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SWPPX from SEC Form 13F filings across 22 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 22 institutions disclosed 6.0M shares of Schwab S&P 500 Index Fund- Select Shares worth $115.9M — about 0.1% of shares outstanding; the largest disclosed holder is eCIO, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
22
13F holders
$115.9M
value, 2026 filers
0.1%
of shares outstanding (6.0M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SWPPX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | eCIO, Inc.NEW | 4.2M | $80.2M | 22.5% | 0.1% | new |
| 2 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 552,344 | $10.7M | 2.4% | 0% | -1.6% |
| 3 | Vermillion Wealth Management, Inc.NEW | 241,493 | $4.7M | 1.1% | 0% | new |
| 4 | Ethos Financial Group, LLC | 164,351 | $3.1M | 0.2% | 0% | +0.9% |
| 5 | NORTH STAR ASSET MANAGEMENT INC | 154,703 | $3.0M | 0.1% | 0% | +116.3% |
| 6 | Mosaic Advisors LLCNEW | 154,500 | $3.0M | 4.0% | 0% | new |
| 7 | Coston, McIsaac & Partners | 150,286 | $2.9M | 0.6% | 0% | +26.1% |
| 8 | Wealthspire Advisors, LLCNEW | 121,138 | $2.3M | 0.0% | 0% | new |
| 9 | CARRET ASSET MANAGEMENT, LLC | 48,827 | $943,343 | 0.1% | 0% | -0.3% |
| 10 | STALEY CAPITAL ADVISERS INC | 47,925 | $925,916 | 0.0% | 0% | 0.0% |
| 11 | EDGAR LOMAX CO/VA | 41,597 | $803,651 | 0.1% | 0% | 0.0% |
| 12 | Williams Jones Wealth Management, LLC. | 39,760 | $768,156 | 0.0% | 0% | -5.7% |
| 13 | Fortune Financial Group, Inc. | 33,990 | $656,696 | 0.5% | 0% | 0.0% |
| 14 | MOODY LYNN LIEBERSON & WALKER, LLC | 28,130 | $543,476 | 0.0% | 0% | 0.0% |
| 15 | Fulton Bank, N.A. | 25,682 | $496,191 | 0.0% | 0% | -27.6% |
| 16 | ROWLANDMILLER & PARTNERS.ADV | 14,808 | $286,101 | 0.1% | 0% | +1.9% |
| 17 | Estabrook Capital Management | 14,562 | $281,338 | 0.0% | 0% | 0.0% |
| 18 | Westside Investment Management, Inc. | 8,274 | $159,877 | 0.0% | 0% | 0.0% |
| 19 | Financial Gravity Companies, Inc.NEW | 3,039 | $58,709 | 0.0% | 0% | new |
| 20 | NBT BANK, N.A.NEW | 2,153 | $41,591 | 0.0% | 0% | new |
| 21 | Game Plan Financial Advisors, LLC | 2,045 | $39,503 | 0.0% | 0% | 0.0% |
| 22 | Luminist Capital LLCNEW | 1,531 | $29,575 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.