13F Insight
DOSSIER · 13F Holders · Q1 2026
SWPPX

SCHWAB CAP TR S&P 500IDX SEL

22 institutions still hold SCHWAB CAP TR S&P 500IDX SEL as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808509855·22 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$29M
visible holders
Holders
22
filers reporting
Concentration
31.99%
DUMONT & BLAKE INVESTMENT ADVISORS LLC #1
top holder share
AI Holders Summary · Q1 2026

22 institutions reported SWPPX in Q1 2026. DUMONT & BLAKE INVESTMENT ADVISORS LLC leads at 32.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
DUMONT & BLAKE INVESTMENT ADVISORS LLC
CIK 0001287618
$9M561K2.35%Q1 202602
Vermillion Wealth Management, Inc.
CIK 0001737012
$5M241K1.09%Q2 202603
Ethos Financial Group, LLC
CIK 0001954242
$3M163K0.20%Q1 202604
Coston, McIsaac & Partners
CIK 0001945037
$3M151K0.62%Q4 202505
Front Street Capital Management, Inc.
CIK 0001683182
$2M138K0.31%Q1 202606
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$1M63K0.04%Q4 202507
CARRET ASSET MANAGEMENT, LLC
CIK 0000791490
$822K49K0.08%Q1 202608
STALEY CAPITAL ADVISERS INC
CIK 0001106565
$804K48K0.03%Q1 202609
Williams Jones Wealth Management, LLC.
CIK 0001788587
$707K42K0.01%Q1 202610
EDGAR LOMAX CO/VA
CIK 0001013538
$698K42K0.05%Q1 202611
Fortune Financial Group, Inc.
CIK 0002106311
$570K34K0.51%Q1 202612
MOODY LYNN & LIEBERSON, LLC
CIK 0000938592
$543K28K0.03%Q2 202613
Jackson Wealth Management, LLC
CIK 0001536799
$514K31K0.05%Q1 202614
FULTON BANK, N.A.
CIK 0000883782
$496K26K0.02%Q2 202615
Dale Q Rice Investment Management Ltd
CIK 0002041427
$405K24K0.31%Q1 202616
McIlrath & Eck, LLC
CIK 0001701714
$287K17K0.02%Q1 202617
ROWLANDMILLER & PARTNERS.ADV
CIK 0000225816
$254K15K0.05%Q4 202518
Estabrook Capital Management
CIK 0001344717
$244K15K0.04%Q1 202619
Westside Investment Management, Inc.
CIK 0001538383
$140K8K0.02%Q1 202620
Financial Gravity Asset Management, Inc.
CIK 0001741736
$51K3K0.01%Q1 2026
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