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 | 2.5M | $46M | -41% | Jun 2026 |
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| Yousif Capital Management | 2.4M | $43M | 0% | Jun 2026 |
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| North Star Asset Management | 1.6M | $25M | -1% | Mar 2026 |
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| Northstar Asset Management | 27k | $421k | 0% | Mar 2026 |
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| Ethos Financial Group | 21k | $323k | 1% | Mar 2026 |
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| Lester Murray Antman dba SimplyRich | 20k | $320k | 100% | Mar 2026 |
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| NBT Bank | 17k | $317k | 100% | Jun 2026 |
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| Westside Investment Management | 8.0k | $127k | 0% | Mar 2026 |
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Who sold out of Schwab Total Stock Mrkt Ind-se?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Vestwell Advisors | Dec 2025 | 214k | $3.5M |