Who owns Schwab Total Stock Mrkt Ind-se?
- Ticker: SWTSX
- CUSIP Number: 808509756
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab Total Stock Mrkt Ind-se with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Schwab Total Stock Mrkt Ind-se this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Yousif Capital Management | 2.2M | $36M | 515% | Sep 2025 |
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| North Star Asset Management | 1.6M | $26M | 597% | Sep 2025 |
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| Vermillion Wealth Management | 95k | $1.5M | 100% | Sep 2025 |
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| Ferguson Wellman Capital Management | 62k | $1.0M | 648% | Sep 2025 |
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| Northstar Asset Management | 27k | $429k | 600% | Sep 2025 |
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| Ethos Financial Group | 20k | $330k | 710% | Sep 2025 |
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| Westside Investment Management | 8.0k | $130k | 100% | Sep 2025 |
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| Grassi Investment Management | 3.0k | $316k | 0% | Jun 2025 |
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| Coston, McIsaac & Partners | 347.00 | $5.0k | 952% | Sep 2025 |
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Who sold out of Schwab Total Stock Mrkt Ind-se?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lester Murray Antman dba SimplyRich | Jun 2025 | 2.9k | $304k |