Schwab Intl IndxSWISX
13F holders, Q2 2025 (June 30)6holders −2
1new positions
3sold out
$27.22avg. 13F price*
At the end of Q2 2025, 6 institutions reported holding Schwab Intl Indx (SWISX) in their 13F filings, down 2 from Q1 2025. 1 opened new positions and 3 sold out. The largest holders were North Star Asset Management Inc. ($321K), Coston, McIsaac & Partners ($81K) and Financial Gravity Companies, Inc. ($16K).
- Company
- Schwab Intl Indx
- CUSIP
- 808509830
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $6K |
| Exits | 3 | $881K |
All 13F filers, Q1 2025 → Q2 2025: 211 shares bought and 36,074 shares sold, net −35,863 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| North Star Asset Management Inc. | 0.01% | No change | 11,787 | $321K |
| Coston, McIsaac & Partners | 0.02% | No change | 2,991 | $81K |
| Financial Gravity Companies, Inc. | 0.00% | — | 584 | $16K |
| Westside Investment Management, Inc. | 0.00% | No change | 257 | $7K |
| Financially Speaking Inc | 0.00% | New | 211 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 61 | $2K |
"% of holder's portfolio" is SWISX's weight in each manager's 13F, not the share of Schwab Intl Indx the manager owns.