Schwab Tot STK MRKT IndxSWTSX
13F holders, Q1 2025 (March 31)9holders −1
1new positions
1sold out
$94.28avg. 13F price*
At the end of Q1 2025, 9 institutions reported holding Schwab Tot STK MRKT Indx (SWTSX) in their 13F filings, down 1 from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Yousif Capital Management, LLC ($34.3M), North Star Asset Management Inc. ($22.5M) and Vermillion Wealth Management, 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.4M |
| Exits | 1 | $1.5M |
All 13F filers, Q4 2024 → Q1 2025: 15,088 shares bought and 21,823 shares sold, net −6,735 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Yousif Capital Management, LLC | 0.40% | No change | 363,763 | $34.3M |
| North Star Asset Management Inc. | 1.02% | Reduce -2.9% | 238,297 | $22.5M |
| Vermillion Wealth Management, Inc. | 0.42% | New | 15,019 | $1.4M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Add +0.8% | 8,497 | $801K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | No change | 3,784 | $357K |
| Grassi Investment Management | 0.03% | No change | 3,017 | $284K |
| Lester Murray Antman dba SimplyRich | 0.08% | No change | 2,907 | $274K |
| Ethos Financial Group, LLC | 0.02% | No change | 2,193 | $217K |
| Coston, McIsaac & Partners | 0.00% | Reduce -80.2% | 17 | $1K |
"% 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.