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

SCHWAB CAP TR S&P 500IDX SEL

23 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 808509855·23 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.2%
vs prior quarter
13F value held
$20M
75.0% inst. owned
of float
Holders
23
+90 QoQ
filers reporting
Activity
+87 / −92
+789 added · −723 reduced
this quarter
Concentration
46.42%
DUMONT & BLAKE INVESTMENT ADVISORS LLC #1
top holder share
AI Holders Summary · Q1 2026

23 institutions reported SWPPX in Q1 2026. DUMONT & BLAKE INVESTMENT ADVISORS LLC leads at 46.4% of the visible book. +90 net new institutions vs prior quarter — accumulation reading.

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
Ethos Financial Group, LLC
CIK 0001954242
$3M163K0.20%Q1 202603
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$1M63K0.04%Q4 202504
CARRET ASSET MANAGEMENT, LLC
CIK 0000791490
$821,68449K0.08%Q1 202605
STALEY CAPITAL ADVISERS INC
CIK 0001106565
$803,70648K0.03%Q1 202606
Williams Jones Wealth Management, LLC.
CIK 0001788587
$707,30642K0.01%Q1 202607
EDGAR LOMAX CO/VA
CIK 0001013538
$697,57942K0.05%Q1 202608
Coastwise Capital Group, LLC
CIK 0001934500
$627,06337K0.35%Q1 202609
FULTON BANK, N.A.
CIK 0000883782
$595,06235K0.02%Q1 202610
Fortune Financial Group, Inc.
CIK 0002106311
$570,02134K0.51%Q1 202611
Jackson Wealth Management, LLC
CIK 0001536799
$514,00031K0.05%Q1 202612
MOODY LYNN & LIEBERSON, LLC
CIK 0000938592
$471,74428K0.03%Q1 202613
Dale Q Rice Investment Management Ltd
CIK 0002041427
$405,24824K0.31%Q1 202614
McIlrath & Eck, LLC
CIK 0001701714
$286,88917K0.02%Q1 202615
Estabrook Capital Management
CIK 0001344717
$244,20515K0.04%Q1 202616
Westside Investment Management, Inc.
CIK 0001538383
$140,0178K0.02%Q1 202617
Financial Gravity Asset Management, Inc.
CIK 0001741736
$50,9603K0.01%Q1 202618
Financial Gravity Companies, Inc.
CIK 0001377167
$48,0155010.01%Q2 202519
Game Plan Financial Advisors, LLC
CIK 0001802952
$34,2892K0.02%Q1 202620
Coston, McIsaac & Partners
CIK 0001945037
$2,653151K0.62%Q4 2025
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