Schwab Tot STK MRKT IndxSWTSX
13F holders, Q1 2024 (March 31)6holders
$89.10avg. 13F price*
At the end of Q1 2024, 6 institutions reported holding Schwab Tot STK MRKT Indx (SWTSX) in their 13F filings. The largest holders were Yousif Capital Management, LLC ($36.5M), North Star Asset Management Inc. ($21.9M) and Garde Capital, Inc. ($1.4M).
- Company
- Schwab Tot STK MRKT Indx
- CUSIP
- 808509756
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $1.0M |
Ownership 6 holders
| Yousif Capital Management, LLC | 0.40% | No change | 409,455 | $36.5M |
| North Star Asset Management Inc. | 1.04% | Reduce -0.5% | 246,211 | $21.9M |
| Garde Capital, Inc. | 0.10% | Reduce -0.0% | 15,256 | $1.4M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 8,910 | $794K |
| Grassi Investment Management | 0.02% | No change | 2,982 | $266K |
| Coston, McIsaac & Partners | 0.00% | Reduce -84.8% | 25 | $2K |
"% 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.