Schwab Intl IndxSWISX
13F holders, Q1 2026 (March 31)6holders −2
0new positions
2sold out
$29.02avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding Schwab Intl Indx (SWISX) in their 13F filings, down 2 from Q4 2025. 0 opened new positions and 2 sold out. The largest holders were Fulton Bank, N.A. ($1.4M), North Star Asset Management Inc. ($342K) 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $14K |
All 13F filers, Q4 2025 → Q1 2026: 8,953 shares bought and 529 shares sold, net +8,424 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Fulton Bank, N.A. | 0.05% | Add +21.9% | 49,867 | $1.4M |
| North Star Asset Management Inc. | 0.01% | No change | 11,798 | $342K |
| Coastwise Capital Group, LLC | 0.11% | Reduce -0.8% | 7,001 | $203K |
| Coston, McIsaac & Partners | 0.02% | No change | 2,484 | $72K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 605 | $18K |
| 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.