SWTSX SCHWAB TOT STK MRKT INDX
FollowMFD (fund)
8 managers (8 13F filers) reported a position in SWTSX shares at 2025-12-31, 4,067,323 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 1
- Added
- 3
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 4,067,323
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 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | 2,350,476 | $38.5M | 0.42% | +114,888 | 13F-HRTimeline |
| NORTH STAR ASSET MANAGEMENT INC | 1,602,741 | $26.3M | 1.06% | -26,664 | 13F-HRTimeline |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 58,373 | $957K | 0.02% | -4,019 | 13F-HRTimeline |
| NORTHSTAR ASSET MANAGEMENT Co | 26,782 | $439K | 0.09% | +292 | 13F-HRTimeline |
| Ethos Financial Group, LLC | 20,287 | $333K | 0.02% | -90 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 8,017 | $132K | 0.02% | 0 | 13F-HRTimeline |
| Coston, McIsaac & Partners | 493 | $8K | <0.01% | +146 | 13F-HRTimeline |
| Kohmann Bosshard Financial Services, LLC | 154 | $2.52K | <0.01% | new | 13F-HRTimeline |