Institutional Ownership
Schwab S&P 500 Index
CUSIP 808509855MFSSWPPXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
22
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Dumont & Blake Investment Advisors LLC | 561.3K | $9.41M |
| 2 | Ethos Financial Group, LLC | 162.8K | $2.73M |
| 3 | North Star Asset Management Inc | 71.5K | $1.20M |
| 4 | Carret Asset Management, LLC | 49.0K | $821.7K |
| 5 | Staley Capital Advisers Inc | 47.9K | $803.7K |
| 6 | Williams Jones Wealth Management, LLC. | 42.2K | $707.3K |
| 7 | Edgar Lomax Co/Va | 41.6K | $697.6K |
| 8 | Coastwise Capital Group, LLC | 37.4K | $627.1K |
| 9 | Fulton Bank, N.A. | 35.5K | $595.1K |
| 10 | Fortune Financial Group, Inc. | 34.0K | $570.0K |