Schwab S&P 500 Index Fund SWPPX is a security (CUSIP 808509855) tracked across SEC portfolio filings. 24 institutional managers reported $105.2M on Form 13F as of 2026-06-30.
Showing 15 of 24 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| eCIO, Inc. | MADISON, WI | $80.2M | 4,150,439 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | PRINCETON, NJ | $9.4M | 561,266 |
| Vermillion Wealth Management, Inc. | ROSEMOUNT, MN | $4.7M | 241,493 |
| Ethos Financial Group, LLC | KING OF PRUSSIA, PA | $2.7M | 162,843 |
| NORTH STAR ASSET MANAGEMENT INC | NEENAH, WI | $1.2M | 71,530 |
| CARRET ASSET MANAGEMENT, LLC | NEW YORK, NY | $943K | 48,827 |
| STALEY CAPITAL ADVISERS INC | PITTSBURGH, PA | $804K | 47,925 |
| Williams Jones Wealth Management, LLC. | NEW YORK, NY | $768K | 39,760 |
| EDGAR LOMAX CO/VA | KINGSTOWNE, VA | $698K | 41,597 |
| Fortune Financial Group, Inc. | NAPLES, FL | $657K | 33,990 |
| MOODY LYNN LIEBERSON & WALKER, LLC | BOSTON, MA | $543K | 28,130 |
| Jackson Wealth Management, LLC | LAKE MARY, FL | $514K | 30,652 |
| Fulton Bank, N.A. | Lancaster, PA | $496K | 25,682 |
| Dale Q Rice Investment Management Ltd | VANCOUVER, WA | $405K | 24,165 |
| McIlrath & Eck, LLC | ARLINGTON, WA | $287K | 17,107 |