Schwab Tot STK MRKT IndxSWTSX
13F holders, Q2 2025 (June 30)8holders −1
0new positions
1sold out
$104.71avg. 13F price*
At the end of Q2 2025, 8 institutions reported holding Schwab Tot STK MRKT Indx (SWTSX) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were Yousif Capital Management, LLC ($38.1M), North Star Asset Management Inc. ($24.5M) and Ferguson Wellman Capital Management, Inc. ($873K).
- Company
- Schwab Tot STK MRKT Indx
- CUSIP
- 808509756
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $1.4M |
All 13F filers, Q1 2025 → Q2 2025: 339 shares bought and 19,551 shares sold, net −19,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Yousif Capital Management, LLC | 0.41% | No change | 363,763 | $38.1M |
| North Star Asset Management Inc. | 1.04% | Reduce -1.8% | 233,923 | $24.5M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -1.9% | 8,339 | $873K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | No change | 3,784 | $396K |
| Grassi Investment Management | 0.03% | No change | 3,017 | $316K |
| Lester Murray Antman dba SimplyRich | 0.08% | No change | 2,907 | $304K |
| Ethos Financial Group, LLC | 0.02% | Add +14.7% | 2,516 | $263K |
| Coston, McIsaac & Partners | 0.00% | Add +94.1% | 33 | $3K |
"% 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.