SWPPX — Schwab S&P 500 Index Fund

Ownership history in 55I, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which 55I, LLC reported a position in Schwab S&P 500 Index Fund (SWPPX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2022 Q2)
Avg. % of fund
0.05%
First filed
2022 Q2
Last filed
2022 Q2
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q2 INITIATED 29,822 — — 0.05% $1.7M $9.22
% of Fund (quarterly)    SWPPX price (monthly, adj. close)

Other funds also holding SWPPX

As of 2025 Q4 — sorted by position size

DUMONT & BLAKE INVESTMENT ADVISORS LLC 3Y 7Y 2.36% FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3Y 7Y 1.14% Coston, McIsaac & Partners 3Y 0.62% Coastwise Capital Group, LLC 3Y 0.33% Dale Q Rice Investment Management Ltd 0.3% Ethos Financial Group, LLC 3Y 0.21% NEVILLE RODIE & SHAW INC 3Y 7Y 0.14% CARRET ASSET MANAGEMENT, LLC 3Y 7Y 0.08% EDGAR LOMAX CO/VA 3Y 7Y 0.06% Jackson Wealth Management, LLC 3Y 7Y 0.05%
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