Schwab Tot STK MRKT IndxSWTSX
13F holders, Q3 2024 (September 30)9holders −1
1new positions
1sold out
$97.65avg. 13F price*
At the end of Q3 2024, 9 institutions reported holding Schwab Tot STK MRKT Indx (SWTSX) in their 13F filings, down 1 from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were Yousif Capital Management, LLC ($35.1M), North Star Asset Management Inc. ($23.6M) 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $283K |
| Exits | 1 | $2K |
All 13F filers, Q2 2024 → Q3 2024: 2,929 shares bought and 2,347 shares sold, net +582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Yousif Capital Management, LLC | 0.38% | No change | 359,455 | $35.1M |
| North Star Asset Management Inc. | 1.06% | Reduce -0.9% | 241,175 | $23.6M |
| Garde Capital, Inc. | 0.09% | Reduce -0.0% | 14,731 | $1.4M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 8,910 | $870K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.08% | No change | 3,739 | $365K |
| Grassi Investment Management | 0.03% | No change | 2,982 | $291K |
| Lester Murray Antman dba SimplyRich | 0.08% | New | 2,907 | $283K |
| Coston, McIsaac & Partners | 0.00% | Add +50.0% | 66 | $6K |
| Belpointe Asset Management LLC | 0.00% | No change | 42 | $4K |
"% 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.