Who Owns SCHWAB CAP TR (SWPPX)? -- Institutional Holders (2026-06-30)

27 institutions reported holding $115.9M of SCHWAB CAP TR (SWPPX) in SEC 13F filings for 2026-06-30. Largest institutional holders: eCIO, Inc. ($80.2M), DUMONT & BLAKE INVESTMENT ADVISORS LLC ($10.7M), Vermillion Wealth Management, Inc. ($4.7M), Ethos Financial Group, LLC ($3.1M), NORTH STAR ASSET MANAGEMENT INC ($3.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	eCIO, Inc.	$80.2M	4.2M	New
2	DUMONT & BLAKE INVESTMENT ADVISORS LLC	$10.7M	552,344	Trimmed
3	Vermillion Wealth Management, Inc.	$4.7M	241,493	New
4	Ethos Financial Group, LLC	$3.1M	164,351	Added
5	NORTH STAR ASSET MANAGEMENT INC	$3.0M	154,703	Added
6	Mosaic Advisors LLC	$3.0M	154,500	New
7	Coston, McIsaac & Partners	$2.9M	150,286	Added
8	Wealthspire Advisors, LLC	$2.3M	121,138	New
9	CARRET ASSET MANAGEMENT, LLC	$943,343	48,827	Trimmed
10	STALEY CAPITAL ADVISERS INC	$925,916	47,925	Hold
11	EDGAR LOMAX CO/VA	$803,651	41,597	Hold
12	Williams Jones Wealth Management, LLC.	$768,156	39,760	Trimmed
13	Fortune Financial Group, Inc.	$656,696	33,990	Hold
14	MOODY LYNN & LIEBERSON, LLC	$543,476	28,130	Hold
15	Fulton Bank, N.A.	$496,191	25,682	Trimmed
16	ROWLANDMILLER & PARTNERS.ADV	$286,101	14,808	Added
17	Estabrook Capital Management	$281,338	14,562	Hold
18	Westside Investment Management, Inc.	$159,877	8,274	Hold
19	Financial Gravity Companies, Inc.	$58,709	3,039	Added
20	NBT BANK N A /NY	$41,591	2,153	New
21	Game Plan Financial Advisors, LLC	$39,503	2,045	Hold
22	Luminist Capital LLC	$29,575	1,531	New
23	Jackson Wealth Management, LLC	$0	0	Exited
24	Front Street Capital Management, Inc.	$0	0	Exited
25	Coastwise Capital Group, LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30