SCHWAB S&P 500 INDEX SWPPX
SCHWAB MUTL FUNDS · Open-End Fund · CUSIP 808509855
20
institutional holders
1.0m
shares reported held*
$55.7mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $55.54.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1.51% of their portfolio | 693.4k $38.5m | — |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC 2.05% of their portfolio | 98.6k $5.5m | — |
| GOFEN & GLOSSBERG LLC /IL/ 0.14% of their portfolio | 90.1k $5.0m | — |
| Coston, McIsaac & Partners 0.59% of their portfolio | 23.1k $1.3m | — |
| NEVILLE RODIE & SHAW INC 0.11% of their portfolio | 20.4k $1.1m | — |
| Cribstone Capital Management, LLC 0.43% of their portfolio | 12.5k $694.0k | — |
| NORTH STAR ASSET MANAGEMENT INC 0.04% of their portfolio | 9.5k $527.0k | — |
| Williams Jones Wealth Management, LLC. 0.01% of their portfolio | 9.4k $523.0k | — |
| RNC CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 8.6k $479.0k | — |
| EDGAR LOMAX CO/VA 0.03% of their portfolio | 7.3k $406.0k | — |
| Strengthening Families & Communities, LLC 0.16% of their portfolio | 5.7k $314.0k | — |
| TOWER BRIDGE ADVISORS 0.02% of their portfolio | 4.9k $270.4k | — |
| CARRET ASSET MANAGEMENT, LLC 0.03% of their portfolio | 4.1k $229.0k | — |
| Garde Capital, Inc. 0.03% of their portfolio | 3.9k $218.0k | — |
| Estabrook Capital Management 0.04% of their portfolio | 3.9k $216.0k | — |
| MILLER WEALTH ADVISORS, LLC 0.14% of their portfolio | 2.9k $168.0k | — |
| ROWLANDMILLER & PARTNERS.ADV 0.03% of their portfolio | 2.0k $109.8k | — |
| Westside Investment Management, Inc. 0.00% of their portfolio | 1.8k $100.9k | — |
| Cyrus J. Lawrence, LLC 0.01% of their portfolio | 825 $45.0k | — |
| DB Fitzpatrick & Co, Inc 0.02% of their portfolio | 303 $17.0k | — |