# Schwab S&P 500 Index Fund SWPPX

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.

## Summary

- Issuer: Schwab S&P 500 Index Fund
- Class: SWPPX
- CUSIP: 808509855
- 13F holders: 24
- 13F value: $105.2M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 24 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [eCIO, Inc.](https://search.stillhousedata.com/firm/301432) | MADISON, WI | $80.2M | 4,150,439 |
| [DUMONT & BLAKE INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/109318) | PRINCETON, NJ | $9.4M | 561,266 |
| [Vermillion Wealth Management, Inc.](https://search.stillhousedata.com/firm/281978) | ROSEMOUNT, MN | $4.7M | 241,493 |
| [Ethos Financial Group, LLC](https://search.stillhousedata.com/firm/32174) | 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](https://search.stillhousedata.com/firm/107118) | PITTSBURGH, PA | $804K | 47,925 |
| [Williams Jones Wealth Management, LLC.](https://search.stillhousedata.com/firm/301925) | NEW YORK, NY | $768K | 39,760 |
| EDGAR LOMAX CO/VA | KINGSTOWNE, VA | $698K | 41,597 |
| [Fortune Financial Group, Inc.](https://search.stillhousedata.com/firm/111378) | NAPLES, FL | $657K | 33,990 |
| MOODY LYNN LIEBERSON & WALKER, LLC | BOSTON, MA | $543K | 28,130 |
| [Jackson Wealth Management, LLC](https://search.stillhousedata.com/firm/147642) | 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](https://search.stillhousedata.com/firm/145252) | ARLINGTON, WA | $287K | 17,107 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/808509855.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.