Schwab Tot STK MRKT IndxSWTSX
13F holders, Q3 2025 (September 30)8holders
2new positions
1sold out
$16.19avg. 13F price*
At the end of Q3 2025, 8 institutions reported holding Schwab Tot STK MRKT Indx (SWTSX) in their 13F filings, unchanged from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were Yousif Capital Management, LLC ($36.2M), North Star Asset Management Inc. ($26.4M) and Vermillion Wealth Management, 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.7M |
| Exits | 1 | $304K |
All 13F filers, Q2 2025 → Q3 2025: 3,464,736 shares bought and 2,907 shares sold, net +3,461,829 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Yousif Capital Management, LLC | 0.39% | Add +514.6% | 2,235,588 | $36.2M |
| North Star Asset Management Inc. | 1.07% | Add +596.6% | 1,629,405 | $26.4M |
| Vermillion Wealth Management, Inc. | 0.42% | New | 94,478 | $1.5M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Add +648.2% | 62,392 | $1.0M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | Add +600.0% | 26,490 | $429K |
| Ethos Financial Group, LLC | 0.03% | Add +709.9% | 20,377 | $330K |
| Westside Investment Management, Inc. | 0.02% | New | 8,017 | $130K |
| Coston, McIsaac & Partners | 0.00% | Add +951.5% | 347 | $5K |
"% 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.