Schwab Tot STK MRKT IndxSWTSX
13F holders, Q4 2025 (December 31)8holders
1new positions
1sold out
$16.38avg. 13F price*
At the end of Q4 2025, 8 institutions reported holding Schwab Tot STK MRKT Indx (SWTSX) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Yousif Capital Management, LLC ($38.5M), North Star Asset Management Inc. ($26.3M) and Ferguson Wellman Capital Management, Inc. ($957K).
- Company
- Schwab Tot STK MRKT Indx
- CUSIP
- 808509756
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 1 | $1.5M |
All 13F filers, Q3 2025 → Q4 2025: 115,480 shares bought and 125,251 shares sold, net −9,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Yousif Capital Management, LLC | 0.42% | Add +5.1% | 2,350,476 | $38.5M |
| North Star Asset Management Inc. | 1.06% | Reduce -1.6% | 1,602,741 | $26.3M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -6.4% | 58,373 | $957K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | Add +1.1% | 26,782 | $439K |
| Ethos Financial Group, LLC | 0.02% | Reduce -0.4% | 20,287 | $333K |
| Westside Investment Management, Inc. | 0.02% | No change | 8,017 | $132K |
| Coston, McIsaac & Partners | 0.00% | Add +42.1% | 493 | $8K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 154 | $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.