Front Street Capital Management, Inc. SWPPX SCHWAB S&P 500 INDEX FUND

Ownership history in Front Street Capital Management, Inc.  ·  4 quarters on record

AI Ownership Summary

Front Street Capital Management, Inc. reported SCHWAB S&P 500 INDEX FUND (SWPPX) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.34% in 2025 Q3. The latest visible filing shows SWPPX at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SWPPX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Front Street Capital Management, Inc.'s position in SCHWAB S&P 500 INDEX FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SWPPX was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Front Street Capital Management, Inc. held SWPPX — position size vs. price
% of Fund (quarterly)    SWPPX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 137,917 +8,514 +6.6% 0.31% $2K 2026-05-21 $19.16
2025 Q3 ADDED 129,403 +113,258 +701.5% 0.34% $2.2M 2025-11-14 $17.22
2025 Q1 REDUCED 25.0% +11.0% 16,145 -5,373 -25.0% 0.27% $1.4M 2025-05-16 $15.15
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Front Street Capital Management, Inc. and SWPPX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Front Street Capital Management, Inc. reported owning SWPPX?

Front Street Capital Management, Inc. reported SWPPX across 3 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SWPPX position in Front Street Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for SWPPX was 0.34% in 2025 Q3.

What is the latest reported SWPPX position on this page?

The most recent filing on this page is 2026 Q1, when Front Street Capital Management, Inc. reported 137,917 shares, equal to 0.31% of portfolio, with an estimated market value of $2K.

What does the chart on this SWPPX ownership page compare?

The chart compares Front Street Capital Management, Inc.'s quarterly SWPPX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Front Street Capital Management, Inc. time their SWPPX position?

Based on 13F filing dates vs. subsequent SWPPX price moves, Front Street Capital Management, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SWPPX relative to SPY over the holding period was +0.0%.

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