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 |
|---|---|---|---|---|---|
| Zevenbergen Capital Investments | 4.2M | $67M | 100% | Mar 2026 |
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| Yousif Capital Management | 2.4M | $37M | 0% | Mar 2026 |
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| North Star Asset Management | 1.6M | $26M | -2% | Dec 2025 |
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| Vestwell Advisors | 214k | $3.5M | 100% | Dec 2025 |
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| Northstar Asset Management | 27k | $421k | 0% | Mar 2026 |
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| Lester Murray Antman dba SimplyRich | 20k | $320k | 100% | Mar 2026 |
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| Ethos Financial Group | 20k | $333k | 0% | Dec 2025 |
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| Westside Investment Management | 8.0k | $132k | 0% | Dec 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 |
|---|---|---|---|
| Ferguson Wellman Capital Management | Dec 2025 | 58k | $957k |