SWTSX SCHWAB TOT STK MRKT INDX
FollowMFD (fund)
9 managers (9 13F filers) reported a position in SWTSX shares at 2026-06-30, 6,619,208 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 4
- Added
- 1
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 6,619,208
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 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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 |
|---|---|---|---|---|---|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 2,509,054 | $45.7M | 1.04% | -1,720,050 | 13F-HRTimeline |
| YOUSIF CAPITAL MANAGEMENT, LLC | 2,350,476 | $42.8M | 0.48% | 0 | 13F-HRTimeline |
| NORTH STAR ASSET MANAGEMENT INC | 1,577,527 | $28.7M | 1.13% | -6,716 | 13F-HRTimeline |
| Vermillion Wealth Management, Inc. | 83,300 | $1.52M | 0.36% | new | 13F-HRTimeline |
| Wealthspire Advisors, LLC | 52,440 | $954K | 0.01% | new | 13F-HRTimeline |
| Ethos Financial Group, LLC | 20,743 | $367K | 0.02% | +223 | 13F-HRTimeline |
| NBT BANK, N.A.in group NBT BANK, N.A. | 17,433 | $317K | 0.02% | new | 13F-HRTimelineGroup |
| Westside Investment Management, Inc. | 8,017 | $146K | 0.02% | 0 | 13F-HRTimeline |
| Coston, McIsaac & Partners | 218 | $3K | <0.01% | new | 13F-HRTimeline |