Schwab Intl IndxSWISX
13F holders, Q4 2025 (December 31)8holders
1new positions
1sold out
$28.72avg. 13F price*
At the end of Q4 2025, 8 institutions reported holding Schwab Intl Indx (SWISX) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($1.2M), North Star Asset Management Inc. ($339K) and Coastwise Capital Group, LLC ($203K).
- Company
- Schwab Intl Indx
- CUSIP
- 808509830
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $203K |
| Exits | 1 | $578K |
All 13F filers, Q3 2025 → Q4 2025: 7,920 shares bought and 20,485 shares sold, net −12,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Fulton Bank, N.A. | 0.04% | Add +1.9% | 40,914 | $1.2M |
| North Star Asset Management Inc. | 0.01% | Add +0.1% | 11,798 | $339K |
| Coastwise Capital Group, LLC | 0.10% | New | 7,055 | $203K |
| Coston, McIsaac & Partners | 0.02% | Add +2.7% | 2,484 | $71K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -25.0% | 605 | $17K |
| Westside Investment Management, Inc. | 0.00% | No change | 257 | $7K |
| Financially Speaking Inc | 0.00% | Add +3.3% | 218 | $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.