Schwab Tot STK MRKT IndxSWTSX
13F holders, Q4 2024 (December 31)10holders +1
2new positions
1sold out
$99.09avg. 13F price*
At the end of Q4 2024, 10 institutions reported holding Schwab Tot STK MRKT Indx (SWTSX) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Yousif Capital Management, LLC ($36.0M), North Star Asset Management Inc. ($24.3M) and Garde Capital, Inc. ($1.5M).
- Company
- Schwab Tot STK MRKT Indx
- CUSIP
- 808509756
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $338K |
| Exits | 1 | $4K |
All 13F filers, Q3 2024 → Q4 2024: 11,970 shares bought and 531 shares sold, net +11,439 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Yousif Capital Management, LLC | 0.40% | Add +1.2% | 363,763 | $36.0M |
| North Star Asset Management Inc. | 1.08% | Add +1.7% | 245,327 | $24.3M |
| Garde Capital, Inc. | 0.10% | Reduce -0.1% | 14,724 | $1.5M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -5.4% | 8,428 | $835K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | Add +1.2% | 3,784 | $375K |
| Grassi Investment Management | 0.03% | Add +1.2% | 3,017 | $299K |
| Lester Murray Antman dba SimplyRich | 0.08% | No change | 2,907 | $288K |
| Ethos Financial Group, LLC | 0.03% | New | 2,193 | $217K |
| Financial Gravity Companies, Inc. | 0.03% | New | 1,217 | $121K |
| Coston, McIsaac & Partners | 0.00% | Add +30.3% | 86 | $8K |
"% 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.