SWTSX SCHWAB TOT STK MRKT INDX
FollowMFD (fund)
8 managers (8 13F filers) reported a position in SWTSX shares at 2025-06-30, 618,282 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 0
- Added
- 2
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 618,282
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, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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 | $38.1M | 0.41% | 0 | 13F-HRTimeline |
| NORTH STAR ASSET MANAGEMENT INC | 233,923 | $24.5M | 1.04% | -4,374 | 13F-HRTimeline |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 8,339 | $873K | 0.02% | -158 | 13F-HRTimeline |
| NORTHSTAR ASSET MANAGEMENT Co | 3,784 | $396K | 0.09% | 0 | 13F-HRTimeline |
| Grassi Investment Management | 3,017 | $316K | 0.03% | 0 | 13F-HRTimeline |
| Lester Murray Antman dba SimplyRich | 2,907 | $304K | 0.08% | 0 | 13F-HRTimeline |
| Ethos Financial Group, LLC | 2,516 | $263K | 0.02% | +323 | 13F-HRTimeline |
| Coston, McIsaac & Partners | 33 | $3K | <0.01% | +16 | 13F-HRTimeline |