Schwab Intl IndxSWISX
13F holders, Q1 2025 (March 31)8holders +1
1new positions
1sold out
$24.41avg. 13F price*
At the end of Q1 2025, 8 institutions reported holding Schwab Intl Indx (SWISX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Vermillion Wealth Management, Inc. ($503K), Twin Capital Management Inc. ($289K) and North Star Asset Management Inc. ($288K).
- Company
- Schwab Intl Indx
- CUSIP
- 808509830
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $503K |
| Exits | 1 | $5K |
All 13F filers, Q4 2024 → Q1 2025: 20,604 shares bought and 289 shares sold, net +20,315 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Vermillion Wealth Management, Inc. | 0.15% | New | 20,604 | $503K |
| Twin Capital Management Inc. | 0.03% | No change | 11,836 | $289K |
| North Star Asset Management Inc. | 0.01% | No change | 11,787 | $288K |
| eCIO, Inc. | 0.04% | — | 3,634 | $89K |
| Coston, McIsaac & Partners | 0.02% | Reduce -0.3% | 2,991 | $73K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 584 | $14K |
| Westside Investment Management, Inc. | 0.00% | No change | 257 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -53.1% | 61 | $1K |
"% of holder's portfolio" is SWISX's weight in each manager's 13F, not the share of Schwab Intl Indx the manager owns.