13 institutions reported holding $88.0M of SCHWAB S&P 500 INDEX (SWPPX) in SEC 13F filings for 2026-06-30. Largest institutional holders: eCIO, Inc. ($80.2M), Vermillion Wealth Management, Inc. ($4.7M), CARRET ASSET MANAGEMENT, LLC ($943,343), Fortune Financial Group, Inc. ($656,696), MOODY LYNN & LIEBERSON, LLC ($543,476). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | eCIO, Inc. | $80.2M | 4.2M | New |
| 2 | Vermillion Wealth Management, Inc. | $4.7M | 241,493 | New |
| 3 | CARRET ASSET MANAGEMENT, LLC | $943,343 | 48,827 | Trimmed |
| 4 | Fortune Financial Group, Inc. | $656,696 | 33,990 | Hold |
| 5 | MOODY LYNN & LIEBERSON, LLC | $543,476 | 28,130 | Hold |
| 6 | Fulton Bank, N.A. | $496,191 | 25,682 | Trimmed |
| 7 | ROWLANDMILLER & PARTNERS.ADV | $286,101 | 14,808 | Added |
| 8 | Westside Investment Management, Inc. | $159,877 | 8,274 | Hold |
| 9 | NBT BANK N A /NY | $41,591 | 2,153 | New |
| 10 | DB Fitzpatrick & Co, Inc | $3,213 | 166 | New |
| 11 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
| 12 | Coastwise Capital Group, LLC | $0 | 0 | Exited |
| 13 | NEVILLE RODIE & SHAW INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30