Schwab Intl IndxSWISX
13F holders, Q3 2024 (September 30)5holders −1
0new positions
1sold out
$25.50avg. 13F price*
At the end of Q3 2024, 5 institutions reported holding Schwab Intl Indx (SWISX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were North Star Asset Management Inc. ($300K), Twin Capital Management Inc. ($292K) and Coston, McIsaac & Partners ($75K).
- Company
- Schwab Intl Indx
- CUSIP
- 808509830
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $105 |
All 13F filers, Q2 2024 → Q3 2024: 4 shares bought and 12 shares sold, net −8 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| North Star Asset Management Inc. | 0.01% | Add +0.0% | 11,777 | $300K |
| Twin Capital Management Inc. | 0.03% | No change | 11,457 | $292K |
| Coston, McIsaac & Partners | 0.02% | Reduce -0.3% | 2,955 | $75K |
| Financial Gravity Companies, Inc. | 0.00% | — | 566 | $14K |
| 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.