Schwab Intl IndxSWISX

13F holders, Q3 2025 (September 30)
8holders +2
2new positions
0sold out
$28.50avg. 13F price*

At the end of Q3 2025, 8 institutions reported holding Schwab Intl Indx (SWISX) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($1.1M), Vermillion Wealth Management, Inc. ($578K) and North Star Asset Management Inc. ($336K).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$1.7M
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 60,416 shares bought and 573 shares sold, net +59,843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Fulton Bank, N.A. 0.04% New 40,133 $1.1M
Vermillion Wealth Management, Inc. 0.16% New 20,283 $578K
North Star Asset Management Inc. 0.01% No change 11,787 $336K
Coston, McIsaac & Partners 0.02% Reduce -19.2% 2,418 $68K
Financial Gravity Asset Management, Inc. 0.00% — 807 $23K
Westside Investment Management, Inc. 0.00% No change 257 $7K
Financially Speaking Inc 0.00% No change 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.