Schwab Total Stock Mkt-sel (SWTSX) institutional ownership
SCHWAB TOTAL STOCK MKT-SEL · 13F, 2026Q2
| Managers holding | 9 |
|---|---|
| Shares held | 6,619,208 |
| Reported value | $120.5m |
| Quarter flows | 4 new, 1 added, 2 trimmed, 2 exited |
Top 9 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 2,509,054 | $45.7m | 1.0% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 2,350,476 | $42.8m | 0.5% |
| NORTH STAR ASSET MANAGEMENT INC | 1,577,527 | $28.7m | 1.1% |
| Vermillion Wealth Management, Inc. | 83,300 | $1.5m | 0.4% |
| Wealthspire Advisors, LLC | 52,440 | $954,415 | 0.0% |
| Ethos Financial Group, LLC | 20,743 | $367,357 | 0.0% |
| NBT BANK, N.A. | 17,433 | $317,276 | 0.0% |
| Westside Investment Management, Inc. | 8,017 | $145,914 | 0.0% |
| Coston, McIsaac & Partners | 218 | $3,000 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SWTSX"). SWTSX price history · All 13F data