SWTSX SCHWAB TOT STK MRKT INDX
FollowMFD (fund)
9 managers (9 13F filers) reported a position in SWTSX shares at 2025-03-31, 637,494 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 1
- Added
- 1
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 637,494
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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 | $34.3M | 0.4% | 0 | 13F-HRTimeline |
| NORTH STAR ASSET MANAGEMENT INC | 238,297 | $22.5M | 1.02% | -7,030 | 13F-HRTimeline |
| Vermillion Wealth Management, Inc. | 15,019 | $1.42M | 0.42% | new | 13F-HRTimeline |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 8,497 | $801K | 0.02% | +69 | 13F-HRTimeline |
| NORTHSTAR ASSET MANAGEMENT Co | 3,784 | $357K | 0.09% | 0 | 13F-HRTimeline |
| Grassi Investment Management | 3,017 | $284K | 0.03% | 0 | 13F-HRTimeline |
| Lester Murray Antman dba SimplyRich | 2,907 | $274K | 0.08% | 0 | 13F-HRTimeline |
| Ethos Financial Group, LLC | 2,193 | $217K | 0.02% | 0 | 13F-HRTimeline |
| Coston, McIsaac & Partners | 17 | $1K | <0.01% | -69 | 13F-HRTimeline |