SWPPX SCHWAB S&P 500 INDEX: institutional ownership and insider trading
23 funds reported holding $116M of SCHWAB S&P 500 INDEX in their latest 13F filings; in Q2 2026 funds net bought $85.4M, with 6 new positions and 5 funds selling out.
Largest institutional holders of SWPPX
- eCIO, Inc. — $80.2M
- DUMONT & BLAKE INVESTMENT ADVISORS LLC — $10.7M
- Vermillion Wealth Management, Inc. — $4.67M
- Ethos Financial Group, LLC — $3.10M
- NORTH STAR ASSET MANAGEMENT INC — $2.99M
- Mosaic Advisors LLC — $2.98M
- Coston, McIsaac & Partners — $2.90M
- Wealthspire Advisors, LLC — $2.34M
- CARRET ASSET MANAGEMENT, LLC — $943K
- STALEY CAPITAL ADVISERS INC — $926K