13F Insight
DOSSIER · 13F Holders · Q2 2026
SWPPX

SCHWAB CAP TR S&P 500IDX SEL

24 institutions still hold SCHWAB CAP TR S&P 500IDX SEL as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808509855·24 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$116M
visible holders
Holders
24
filers reporting
Concentration
69.26%
eCIO, Inc. #1
top holder share
AI Holders Summary · Q2 2026

24 institutions reported SWPPX in Q2 2026. eCIO, Inc. leads at 69.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
eCIO, Inc.
CIK 0001830823
$80M4.2M22.53%Q2 202602
DUMONT & BLAKE INVESTMENT ADVISORS LLC
CIK 0001287618
$11M552K2.40%Q2 202603
Vermillion Wealth Management, Inc.
CIK 0001737012
$5M241K1.09%Q2 202604
Ethos Financial Group, LLC
CIK 0001954242
$3M164K0.21%Q2 202605
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$3M155K0.12%Q2 202606
Mosaic Advisors LLC
CIK 0001808523
$3M155K4.00%Q2 202607
Coston, McIsaac & Partners
CIK 0001945037
$3M151K0.62%Q4 202508
Wealthspire Advisors, LLC
CIK 0001646247
$2M121K0.01%Q2 202609
CARRET ASSET MANAGEMENT, LLC
CIK 0000791490
$943K49K0.08%Q2 202610
STALEY CAPITAL ADVISERS INC
CIK 0001106565
$926K48K0.04%Q2 202611
EDGAR LOMAX CO/VA
CIK 0001013538
$804K42K0.06%Q2 202612
Williams Jones Wealth Management, LLC.
CIK 0001788587
$768K40K0.01%Q2 202613
Fortune Financial Group, Inc.
CIK 0002106311
$657K34K0.51%Q2 202614
MOODY LYNN & LIEBERSON, LLC
CIK 0000938592
$543K28K0.03%Q2 202615
FULTON BANK, N.A.
CIK 0000883782
$496K26K0.02%Q2 202616
McIlrath & Eck, LLC
CIK 0001701714
$287K17K0.02%Q1 202617
Estabrook Capital Management
CIK 0001344717
$281K15K0.04%Q2 202618
ROWLANDMILLER & PARTNERS.ADV
CIK 0000225816
$254K15K0.05%Q4 202519
Westside Investment Management, Inc.
CIK 0001538383
$160K8K0.02%Q2 202620
Financial Gravity Companies, Inc.
CIK 0001377167
$59K3K0.01%Q2 2026
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