Who owns Schwab S&P 500 Index Fund- Select Shares?
Institutional ownership of SWPPX from SEC Form 13F filings across 13 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.
13
13F holders
$15.6M
value, 2026 filers
0%
of shares outstanding (963,079 sh)
6
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 | Vermillion Wealth Management, Inc.NEW | 241,493 | $4.7M | 1.1% | 0% | new |
| 2 | Ethos Financial Group, LLC | 164,351 | $3.1M | 0.2% | 0% | +0.9% |
| 3 | Mosaic Advisors LLCNEW | 154,500 | $3.0M | 4.0% | 0% | new |
| 4 | Coston, McIsaac & Partners | 150,286 | $2,902 | 0.0% | 0% | +26.1% |
| 5 | Wealthspire Advisors, LLCNEW | 121,138 | $2.3M | 0.0% | 0% | new |
| 6 | CARRET ASSET MANAGEMENT, LLC | 48,827 | $943,343 | 0.1% | 0% | -0.3% |
| 7 | Williams Jones Wealth Management, LLC. | 39,760 | $768,156 | 0.0% | 0% | -5.7% |
| 8 | Fulton Bank, N.A. | 25,682 | $496,191 | 0.0% | 0% | -27.6% |
| 9 | Westside Investment Management, Inc. | 8,274 | $159,877 | 0.0% | 0% | 0.0% |
| 10 | Financial Gravity Companies, Inc.NEW | 3,039 | $58,709 | 0.0% | 0% | new |
| 11 | NBT BANK, N.A.NEW | 2,153 | $41,591 | 0.0% | 0% | new |
| 12 | Game Plan Financial Advisors, LLC | 2,045 | $39,503 | 0.0% | 0% | 0.0% |
| 13 | 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.