SWTSX SCHWAB TOT STK MRKT INDX
FollowMFD (fund)
7 managers (7 13F filers) reported a position in SWTSX shares at 2026-03-31, 8,239,497 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 2
- Added
- 1
- Reduced
- 1
- Sold out
- 3
- Shares held by filers
- 8,239,497
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 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 |
|---|---|---|---|---|---|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 4,229,104 | $66.5M | 1.91% | new | 13F-HRTimeline |
| YOUSIF CAPITAL MANAGEMENT, LLC | 2,350,476 | $37M | 0.43% | 0 | 13F-HRTimeline |
| NORTH STAR ASSET MANAGEMENT INC | 1,584,243 | $24.9M | 1.08% | -18,498 | 13F-HRTimeline |
| NORTHSTAR ASSET MANAGEMENT Co | 26,782 | $421K | 0.09% | 0 | 13F-HRTimeline |
| Ethos Financial Group, LLC | 20,520 | $323K | 0.02% | +233 | 13F-HRTimeline |
| Lester Murray Antman dba SimplyRich | 20,355 | $320K | 0.08% | new | 13F-HRTimeline |
| Westside Investment Management, Inc. | 8,017 | $127K | 0.02% | 0 | 13F-HRTimeline |