Schwab Tot STK MRKT IndxSWTSX
13F holders, Q1 2026 (March 31)7holders −1
2new positions
3sold out
$15.73avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding Schwab Tot STK MRKT Indx (SWTSX) in their 13F filings, down 1 from Q4 2025. 2 opened new positions and 3 sold out. The largest holders were Zevenbergen Capital Investments LLC ($66.5M), Yousif Capital Management, LLC ($37.0M) and North Star Asset Management Inc. ($24.9M).
- Company
- Schwab Tot STK MRKT Indx
- CUSIP
- 808509756
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $66.8M |
| Exits | 3 | $967K |
All 13F filers, Q4 2025 → Q1 2026: 4,249,692 shares bought and 77,518 shares sold, net +4,172,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Zevenbergen Capital Investments LLC | 1.91% | New | 4,229,104 | $66.5M |
| Yousif Capital Management, LLC | 0.43% | No change | 2,350,476 | $37.0M |
| North Star Asset Management Inc. | 1.08% | Reduce -1.1% | 1,584,243 | $24.9M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | No change | 26,782 | $421K |
| Ethos Financial Group, LLC | 0.02% | Add +1.1% | 20,520 | $323K |
| Lester Murray Antman dba SimplyRich | 0.08% | New | 20,355 | $320K |
| Westside Investment Management, Inc. | 0.02% | No change | 8,017 | $127K |
"% 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.