Schwab Tot STK MRKT IndxSWTSX
13F holders, Q2 2024 (June 30)10holders +4
4new positions
0sold out
$91.99avg. 13F price*
At the end of Q2 2024, 10 institutions reported holding Schwab Tot STK MRKT Indx (SWTSX) in their 13F filings, up 4 from Q1 2024. 4 opened new positions and 0 sold out. The largest holders were Yousif Capital Management, LLC ($33.1M), North Star Asset Management Inc. ($22.4M) 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $460K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 5,020 shares bought and 53,231 shares sold, net −48,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Yousif Capital Management, LLC | 0.37% | Reduce -12.2% | 359,455 | $33.1M |
| North Star Asset Management Inc. | 1.06% | Reduce -1.1% | 243,499 | $22.4M |
| Garde Capital, Inc. | 0.09% | Reduce -3.4% | 14,737 | $1.4M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 8,910 | $820K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.08% | New | 3,739 | $344K |
| Grassi Investment Management | 0.02% | No change | 2,982 | $274K |
| Financial Gravity Asset Management, Inc. | 0.03% | New | 1,203 | $111K |
| Coston, McIsaac & Partners | 0.00% | Add +76.0% | 44 | $4K |
| Belpointe Asset Management LLC | 0.00% | New | 42 | $4K |
| RFP Financial Group LLC | 0.00% | New | 17 | $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.