Schwab Intl IndxSWISX

13F holders, Q4 2024 (December 31)
7holders +2
1new positions
0sold out
$22.58avg. 13F price*

At the end of Q4 2024, 7 institutions reported holding Schwab Intl Indx (SWISX) in their 13F filings, up 2 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Twin Capital Management Inc. ($268K), North Star Asset Management Inc. ($267K) and Coston, McIsaac & Partners ($67K).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$6K
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 714 shares bought, net +714 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Twin Capital Management Inc. 0.03% Add +3.3% 11,836 $268K
North Star Asset Management Inc. 0.01% Add +0.1% 11,787 $267K
Coston, McIsaac & Partners 0.02% Add +1.5% 3,000 $67K
Financial Gravity Companies, Inc. 0.00% Add +3.2% 584 $13K
Westside Investment Management, Inc. 0.00% New 257 $6K
Financially Speaking Inc 0.00% — 211 $5K
Game Plan Financial Advisors, LLC 0.00% Add +4.0% 130 $3K

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