SWPPX
Schwab S&P 500 Index Fund- Select Shares
1W: -0.5%
1M: -0.1%
3M: +5.2%
YTD: +12.9%
1Y: +14.3%
3Y: +87.9%
5Y: +81.3%
$19.96
+0.12 (+0.60%)
Weekly Expected Move ±1.4%
$19
$20
$20
$20
$20
Institutional Ownership — SWPPX
29
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
116M
Total Invested
8
New Positions
4
Increased
10
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (35 total)
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| eCIO, Inc. | 4,150,439 | 83M |
| Vermillion Wealth Management, Inc. | 241,493 | 5M |
| Mosaic Advisors LLC | 154,500 | 3M |
| Wealthspire Advisors, LLC | 121,138 | 2M |
| McIlrath & Eck, LLC | 17,107 | 341K |
| Financial Gravity Companies, Inc. | 3,039 | 61K |
| NBT BANK, N.A. | 2,153 | 43K |
| Luminist Capital LLC | 1,531 | 31K |
| DB Fitzpatrick & Co, Inc | 166 | 3K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 4,040,335 | 81M |
| Front Street Capital Management, In | 137,917 | 3M |
| NEVILLE RODIE & SHAW INC | 116,200 | 2M |
| Coastwise Capital Group, LLC | 37,392 | 746K |
| Jackson Wealth Management, LLC | 30,652 | 612K |
| Dale Q Rice Investment Management L | 24,165 | 482K |
| TOWER BRIDGE ADVISORS | 21,731 | 434K |
| Kohmann Bosshard Financial Services | 15,547 | 310K |
| Financially Speaking Inc | 2,954 | 59K |
| Garton & Associates Financial Advis | 309 | 6K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | +83,173 | +116.3% | 154,703 |
| Coston, McIsaac & Partners | +31,099 | +26.1% | 150,286 |
| Ethos Financial Group, LLC | +1,508 | +0.9% | 164,351 |
| ROWLANDMILLER & PARTNERS.ADV | +272 | +1.9% | 14,808 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Fulton Bank, N.A. | -9,801 | -27.6% | 25,682 |
| DUMONT & BLAKE INVESTMENT ADVISORS | -8,922 | -1.6% | 552,344 |
| Williams Jones Wealth Management, L | -2,417 | -5.7% | 39,760 |
| CARRET ASSET MANAGEMENT, LLC | -170 | -0.3% | 48,827 |