Schwab S&P 500 Index-Sel (SWPPX)

CUSIP: 808509855 | US | 99 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Vermillion Wealth Management, Inc.45,551

1.0% of portfolio$900.5K

Carret Asset Management, LLC44,184

0.1% of portfolio$873.5K

Williams Jones Wealth Management, Llc.38,882

0.0% of portfolio$768.7K

Moody Lynn Lieberson & Walker, LLC28,130

0.0% of portfolio$556.1K

Fulton Bank, N.A.25,616

0.0% of portfolio$506.4K

Westside Investment Management, Inc.20,847

0.1% of portfolio$415.9K

WD Rutherford LLC10,347

0.1% of portfolio$204.6K

NBT Bank, N.A.2,657

0.0% of portfolio$52.6K

				Style	Turnover	Location	Filed
Vermillion Wealth Management, Inc.	45,551	$900.5K	1.0%	Value	Low	Rosemount, MN	2026-10-26
Carret Asset Management, LLC	44,184	$873.5K	0.1%	Core	Very Low	New York, NY	2026-11-04
Williams Jones Wealth Management, Llc.	38,882	$768.7K	0.0%	Growth	Low	New York, NY	2026-11-05
Moody Lynn Lieberson & Walker, LLC	28,130	$556.1K	0.0%	Momentum	Low	Boston, MA	2026-10-14
Fulton Bank, N.A.	25,616	$506.4K	0.0%	Core	Low	Lancaster, PA	2026-10-14
Westside Investment Management, Inc.	20,847	$415.9K	0.1%	Growth	Low	Santa Monica, CA	2026-11-02
WD Rutherford LLC	10,347	$204.6K	0.1%	Momentum	Medium	Portland, OR	2026-10-26
NBT Bank, N.A.	2,657	$52.6K	0.0%	Core	Low	Norwich, NY	2026-10-21