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Schwab S&P 500 Index-Sel (SWPPX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Coston, McIsaac & Partners
DECREASED
Shares124,717 from 150,286
Change-25,569 (-17%)
Value$2.5M (-$436.3K)
Filed 2026-11-06
Staley Capital Advisers Inc
UNCHANGED
Shares47,925 from 47,925
Change0 (0%)
Value$947.5K (+$21.6K)
Filed 2026-11-06
Vermillion Wealth Management, Inc.
DECREASED
Shares45,551 from 241,493
Change-195,942 (-81%)
Value$900.5K (-$3.8M)
Filed 2026-10-26
Carret Asset Management, LLC
DECREASED
Shares44,184 from 48,827
Change-4,643 (-10%)
Value$873.5K (-$69.8K)
Filed 2026-11-04
Williams Jones Wealth Management, Llc.
DECREASED
Shares38,882 from 39,760
Change-878 (-2%)
Value$768.7K (+$550)
Filed 2026-11-05
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares28,130 from 28,130
Change0 (0%)
Value$556.1K (+$12.7K)
Filed 2026-10-14
Fulton Bank, N.A.
DECREASED
Shares25,616 from 25,682
Change-66 (0%)
Value$506.4K (+$10.2K)
Filed 2026-10-14
Westside Investment Management, Inc.
INCREASED
Shares20,847 from 8,274
Change+12,573 (+152%)
Value$415.9K (+$256.0K)
Filed 2026-11-02
WD Rutherford LLC
NEW
Shares10,347
Change+10,347
Value$204.6K
Filed 2026-10-26
NBT Bank, N.A.
INCREASED
Shares2,657 from 2,153
Change+504 (+23%)
Value$52.6K (+$11.0K)
Filed 2026-10-21
eCIO, Inc.
CLOSED
Shares0 from 4,150,439
Change-4,150,439 (-100%)
Value$0 (-$80.2M)
Filed 2026-11-02
Dumont & Blake Investment Advisors LLC
CLOSED
Shares0 from 552,344
Change-552,344 (-100%)
Value$0 (-$10.7M)
Filed 2026-10-28
Fortune Financial Group, Inc.
CLOSED
Shares0 from 33,990
Change-33,990 (-100%)
Value$0 (-$656.7K)
Filed 2026-10-22
Ethos Financial Group, LLC
N/A
Shares— from 164,351
Change-164,351 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 154,703
Change-154,703 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 154,500
Change-154,500 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 121,138
Change-121,138 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 41,597
Change-41,597 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 14,808
Change-14,808 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 14,562
Change-14,562 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 3,039
Change-3,039 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 2,045
Change-2,045 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,531
Change-1,531 (-100%)
Value—
Status
Coston, McIsaac & Partners
DECREASED124,717150,286-25,569-17%$2.9M$2.5M-$436.3K2026-11-06
Staley Capital Advisers Inc
UNCHANGED47,92547,92500%$925.9K$947.5K+$21.6K2026-11-06
Vermillion Wealth Management, Inc.
DECREASED45,551241,493-195,942-81%$4.7M$900.5K-$3.8M2026-10-26
Carret Asset Management, LLC
DECREASED44,18448,827-4,643-10%$943.3K$873.5K-$69.8K2026-11-04
Williams Jones Wealth Management, Llc.
DECREASED38,88239,760-878-2%$768.2K$768.7K+$5502026-11-05
Moody Lynn Lieberson & Walker, LLC
UNCHANGED28,13028,13000%$543.5K$556.1K+$12.7K2026-10-14
Fulton Bank, N.A.
DECREASED25,61625,682-660%$496.2K$506.4K+$10.2K2026-10-14
Westside Investment Management, Inc.
INCREASED20,8478,274+12,573+152%$159.9K$415.9K+$256.0K2026-11-02
WD Rutherford LLC
NEW10,347—+10,347——$204.6K—2026-10-26
NBT Bank, N.A.
INCREASED2,6572,153+504+23%$41.6K$52.6K+$11.0K2026-10-21
eCIO, Inc.
CLOSED04,150,439-4,150,439-100%$80.2M$0-$80.2M2026-11-02
Dumont & Blake Investment Advisors LLC
CLOSED0552,344-552,344-100%$10.7M$0-$10.7M2026-10-28
Fortune Financial Group, Inc.
CLOSED033,990-33,990-100%$656.7K$0-$656.7K2026-10-22
Ethos Financial Group, LLC
N/A—164,351-164,351-100%$3.1M———
North Star Asset Management Inc
N/A—154,703-154,703-100%$3.0M———
Mosaic Advisors LLC
N/A—154,500-154,500-100%$3.0M———
Wealthspire Advisors, LLC
N/A—121,138-121,138-100%$2.3M———
Edgar Lomax Co
N/A—41,597-41,597-100%$803.7K———
Rowlandmiller & Partners.adv
N/A—14,808-14,808-100%$286.1K———
Estabrook Capital Management
N/A—14,562-14,562-100%$281.3K———
Financial Gravity Companies, Inc.
N/A—3,039-3,039-100%$58.7K———
Game Plan Financial Advisors, LLC
N/A—2,045-2,045-100%$39.5K———
Luminist Capital LLC
N/A—1,531-1,531-100%$29.6K———
Showing 23 of 23 institutions