SWTSX SCHWAB TOT STK MRKT INDX

MFD (fund)

10 managers (10 13F filers) reported a position in SWTSX shares at 2024-12-31, 645,446 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers: 10
13F filers: 10
New: 2
Added: 5
Reduced: 2
Sold out: 1
Shares held by filers: 645,446

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

Holder	Shares	Value	% of portfolio	Change	Source
YOUSIF CAPITAL MANAGEMENT, LLC	363,763	$36M	0.4%	+4,308	13F-HR Timeline
NORTH STAR ASSET MANAGEMENT INC	245,327	$24.3M	1.08%	+4,152	13F-HR Timeline
Garde Capital, Inc.	14,724	$1.46M	0.1%	-7	13F-HR Timeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	8,428	$835K	0.02%	-482	13F-HR Timeline
NORTHSTAR ASSET MANAGEMENT Co	3,784	$375K	0.09%	+45	13F-HR Timeline
Grassi Investment Management	3,017	$299K	0.03%	+35	13F-HR/A Timeline
Lester Murray Antman dba SimplyRich	2,907	$288K	0.08%	0	13F-HR Timeline
Ethos Financial Group, LLC	2,193	$217K	0.03%	new	13F-HR Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …	1,217	$121K	0.03%	new	13F-HR Timeline Group
Coston, McIsaac & Partners	86	$8K	<0.01%	+20	13F-HR Timeline