Schwab Intl IndxSWISX

13F holders, Q1 2024 (March 31)
5holders
$23.82avg. 13F price*

At the end of Q1 2024, 5 institutions reported holding Schwab Intl Indx (SWISX) in their 13F filings. The largest holders were North Star Asset Management Inc. ($274K), Twin Capital Management Inc. ($273K) and Coston, McIsaac & Partners ($70K).

Company
Schwab Intl Indx
CUSIP
808509830
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 5Q1 2024Q2 2024: 6Q2 2024Q3 2024: 5Q3 2024Q4 2024: 7Q4 2024Q1 2025: 8Q1 2025Q2 2025: 6Q2 2025Q3 2025: 8Q3 2025Q4 2025: 8Q4 2025Q1 2026: 6Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions0$0
Exits1$6K

Ownership 5 holders

North Star Asset Management Inc. 0.01% Reduce -0.1% 11,480 $274K
Twin Capital Management Inc. 0.03% No change 11,457 $273K
Coston, McIsaac & Partners 0.02% Add +1.4% 2,963 $70K
Financial Gravity Asset Management, Inc. 0.00% Reduce -94.8% 566 $13K
Game Plan Financial Advisors, LLC 0.00% No change 125 $3K

"% of holder's portfolio" is SWISX's weight in each manager's 13F, not the share of Schwab Intl Indx the manager owns.