SWPPX

Schwab S&p 500 Index-sel

Latest period2026 - Q1Total superinvestors22

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 22 superinvestors own shares of Schwab S&p 500 Index-sel (SWPPX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Schwab S&p 500 Index-sel (SWPPX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Schwab S&p 500 Index-sel (SWPPX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Schwab S&p 500 Index-sel (SWPPX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Janice Puccio@Dumont & Blake Investment Advisors Llc
Recent Activity
Increased 0.12%
2.36%
$9.412M
561,266 shares@ 16.77 avg price
Daniel Guy@Ethos Financial Group, Llc
Recent Activity
Increased 0.27%
0.2%
$2.731M
162,843 shares@ 16.78 avg price
Virginia Belker@Front Street Capital Management, Inc.
Recent Activity
New Position
0.31%
$2.313M
137,917 shares@ 16.78 avg price
Chester Gary Lloyd@Coston, Mcisaac & Partners
Recent Activity
Decreased -21.22%
0.46%
$1.998M
119,187 shares@ 16.77 avg price
Frank Anastasi@Neville Rodie & Shaw Inc
Recent Activity
Decreased -0.29%
0.15%
$1.949M
116,200 shares@ 16.78 avg price
Karen Jochman@North Star Asset Management Inc
Recent Activity
Increased 12.78%
0.06%
$1.2M
71,530 shares@ 16.77 avg price
Marco Vega@Carret Asset Management, Llc
Recent Activity
0.09%
$821,684
48,997 shares@ 16.78 avg price
JOHN A. STALEY, IV@Staley Capital Advisers Inc
Recent Activity
0.04%
$803,706
47,925 shares@ 16.78 avg price
Michael O'Brien@Williams Jones Wealth Management, Llc.
Recent Activity
Decreased -53.6%
0.01%
$707,306
42,177 shares@ 16.77 avg price
Thomas B. Murray@Edgar Lomax Co Va
Recent Activity
Decreased -13.81%
0.05%
$697,579
41,597 shares@ 16.77 avg price

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