SWTSX SCHWAB TOT STK MRKT INDX
FollowMFD (fund)
8 managers (8 13F filers) reported a position in SWTSX shares at 2025-09-30, 4,077,094 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 6
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 4,077,094
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 | 2,235,588 | $36.2M | 0.39% | +1,871,825 | 13F-HRTimeline |
| NORTH STAR ASSET MANAGEMENT INC | 1,629,405 | $26.4M | 1.07% | +1,395,482 | 13F-HRTimeline |
| Vermillion Wealth Management, Inc. | 94,478 | $1.53M | 0.41% | new | 13F-HRTimeline |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 62,392 | $1.01M | 0.02% | +54,053 | 13F-HRTimeline |
| NORTHSTAR ASSET MANAGEMENT Co | 26,490 | $429K | 0.09% | +22,706 | 13F-HRTimeline |
| Ethos Financial Group, LLC | 20,377 | $330K | 0.03% | +17,861 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 8,017 | $130K | 0.02% | new | 13F-HRTimeline |
| Coston, McIsaac & Partners | 347 | $5K | <0.01% | +314 | 13F-HRTimeline |