Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB CAPITAL TRUST S&P 500ID (SWPPX)

25 + Investors. Track Smart Money conviction in SWPPX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
59%

Smart Money Signals — SWPPX

Based on 25 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SWPPX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
25 hedge funds hold SWPPX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

16 buying11 selling
Last quarter: 16 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 3 → 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 20% medium ■ 24% new
14 out of 25 hedge funds have held SWPPX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~4 new funds/quarter

4 → 6 → 3 → 7 → 4 new funds/Q
New funds entering each quarter: 6 → 3 → 7 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 4% 1-2yr ■ 36% new
Of 25 current holders: 15 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
0 of 25 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SWPPX

How many hedge funds hold SWPPX — quarterly history vs. share price
Quarterly hedge fund ownership of SWPPX vs. share price

Market Analysis: SWPPX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SWPPX

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: SWPPX
2026 Q1 Stats Unlock in 18 days 25 + Investors

Track Smart Money conviction in SWPPX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 25 26 -3.85%
13F Shares 6M 9M -40.88%
Total Value $98M $163M -39.95%
New Positions 4 7 -3
Increased Positions 12 19 -7
Closed Positions 5 5 -
Reduced Positions 6 0 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SWPPX

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

25 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SWPPX. Verified SEC 13F-HR filings.

Top 10 institutional holders of SWPPX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DUMONT & BLAKE INVESTMENT ADVISORS LLC 2.35% 561,266 $9.4M
2 Fortune Financial Group, Inc. 0.51% 33,990 $570K
3 Coston, McIsaac & Partners 0.45% 119,187 $2.0M
4 NEVILLE RODIE & SHAW INC 0.14% 116,200 $2K
5 ROWLANDMILLER & PARTNERS.ADV 0.05% 14,536 —
6 STALEY CAPITAL ADVISERS INC 0.03% 47,925 $804K
7 MOODY LYNN LIEBERSON & WALKER, LLC 0.03% 28,130 $472K
8 Kohmann Bosshard Financial Services, LLC 0.02% 15,547 $261K
9 FULTON BANK, N.A. 0.02% 35,483 $595K
10 Game Plan Financial Advisors, LLC 0.02% 2,045 $34K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SCHWAB CAPITAL TRUST S&P 500ID (SWPPX)

What does the Smart Money Trend signal show for SWPPX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SWPPX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SWPPX?

Slight buying edge — 59% buying: Last quarter: 16 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SWPPX holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 25 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SWPPX?

56% of holders stayed for 2+ years: 14 out of 25 hedge funds have held SWPPX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.