Who Owns SCHWAB S&P 500 INDEX (SWPPX)? -- Institutional Holders (2026-03-31)

27 institutions reported holding $26.8M of SCHWAB S&P 500 INDEX (SWPPX) in SEC 13F filings for 2026-03-31. Largest institutional holders: DUMONT & BLAKE INVESTMENT ADVISORS LLC ($9.4M), Ethos Financial Group, LLC ($2.7M), Front Street Capital Management, Inc. ($2.3M), Coston, McIsaac & Partners ($2.0M), NEVILLE RODIE & SHAW INC ($1.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1DUMONT & BLAKE INVESTMENT ADVISORS LLC$9.4M561,266Added
2Ethos Financial Group, LLC$2.7M162,843Added
3Front Street Capital Management, Inc.$2.3M137,917New
4Coston, McIsaac & Partners$2.0M119,187Trimmed
5NEVILLE RODIE & SHAW INC$1.9M116,200Trimmed
6NORTH STAR ASSET MANAGEMENT INC$1.2M71,530Added
7CARRET ASSET MANAGEMENT, LLC$821,68448,997Hold
8STALEY CAPITAL ADVISERS INC$803,70647,925Hold
9Williams Jones Wealth Management, LLC.$707,30642,177Trimmed
10EDGAR LOMAX CO/VA$697,57941,597Trimmed
11Coastwise Capital Group, LLC$627,06337,392Trimmed
12Fulton Bank, N.A.$595,06235,483Added
13Fortune Financial Group, Inc.$570,02133,990Trimmed
14Jackson Wealth Management, LLC$514,00030,652Hold
15MOODY LYNN & LIEBERSON, LLC$471,74428,130Hold
16Dale Q Rice Investment Management Ltd$405,24824,165Hold
17McIlrath & Eck, LLC$286,88917,107New
18Estabrook Capital Management$244,20514,562Hold
19ROWLANDMILLER & PARTNERS.ADV$243,78414,536Hold
20Westside Investment Management, Inc.$140,0178,274Trimmed
21Financial Gravity Asset Management, Inc.$50,9603,039Hold
22Game Plan Financial Advisors, LLC$34,2892,045Hold
23Kohmann Bosshard Financial Services, LLC$00Exited
24TOWER BRIDGE ADVISORS$00Exited
25FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$00Exited

Source: SEC Form 13F filings · as of 2026-03-31