Schwab Tot STK MRKT IndxSWTSX
13F holders, Q2 2026 (June 30)9holders +2
4new positions
2sold out
$18.20avg. 13F price*
At the end of Q2 2026, 9 institutions reported holding Schwab Tot STK MRKT Indx (SWTSX) in their 13F filings, up 2 from Q1 2026. 4 opened new positions and 2 sold out. The largest holders were Zevenbergen Capital Investments LLC ($45.7M), Yousif Capital Management, LLC ($42.8M) and North Star Asset Management Inc. ($28.7M).
- Company
- Schwab Tot STK MRKT Indx
- CUSIP
- 808509756
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.8M |
| Exits | 2 | $741K |
All 13F filers, Q1 2026 → Q2 2026: 153,614 shares bought and 1,773,903 shares sold, net −1,620,289 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Zevenbergen Capital Investments LLC | 1.04% | Reduce -40.7% | 2,509,054 | $45.7M |
| Yousif Capital Management, LLC | 0.48% | No change | 2,350,476 | $42.8M |
| North Star Asset Management Inc. | 1.13% | Reduce -0.4% | 1,577,527 | $28.7M |
| Vermillion Wealth Management, Inc. | 0.36% | New | 83,300 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | New | 52,440 | $954K |
| Ethos Financial Group, LLC | 0.02% | Add +1.1% | 20,743 | $367K |
| NBT Bank, N.A. | 0.02% | New | 17,433 | $317K |
| Westside Investment Management, Inc. | 0.02% | No change | 8,017 | $146K |
| Coston, McIsaac & Partners | 0.00% | New | 218 | $3K |
"% of holder's portfolio" is SWTSX's weight in each manager's 13F, not the share of Schwab Tot STK MRKT Indx the manager owns.