SWTSX SCHWAB TOTAL STOCK MARKET INDEX: institutional ownership and insider trading

10 funds reported holding $106M of SCHWAB TOTAL STOCK MARKET INDEX in their latest 13F filings; in Q2 2026 funds net sold $29.5M, with 4 new positions and 2 funds selling out.

Largest institutional holders of SWTSX

  1. YOUSIF CAPITAL MANAGEMENT, LLC — $37.3M
  2. ZEVENBERGEN CAPITAL INVESTMENTS LLC — $36.7M
  3. NORTH STAR ASSET MANAGEMENT INC — $28.7M
  4. Vermillion Wealth Management, Inc. — $1.52M
  5. Wealthspire Advisors, LLC — $954K
  6. Ethos Financial Group, LLC — $367K
  7. Grassi Investment Management — $316K
  8. NBT BANK, N.A. — $171K
  9. Westside Investment Management, Inc. — $146K
  10. Coston, McIsaac & Partners — $3.00K

Who owns the most SWTSX stock?

The largest institutional holders of SCHWAB TOTAL STOCK MARKET INDEX in the latest 13F filings are YOUSIF CAPITAL MANAGEMENT, LLC ($37.3M), ZEVENBERGEN CAPITAL INVESTMENTS LLC ($36.7M), NORTH STAR ASSET MANAGEMENT INC ($28.7M).

All SWTSX 13F holders