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Schwab Total Stock Mrkt Ind-se shares owned by Ethos Financial Group

Quarter-by-quarter ownership of Schwab Total Stock Mrkt Ind-se (SWTSX) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in Schwab Total Stock Mrkt Ind-se

Tip: Access up to 7 years of quarterly data

All positions including Schwab Total Stock Mrkt Ind-se held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Total Stock Mrkt Ind-se by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $330k 20k 16.19
2025-06-30 $264k 2.5k 104.72
2025-03-31 $217k 2.2k 99.11
2024-12-31 $217k 2.2k 99.11

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Top funds holding Schwab Total Stock Mrkt Ind-se

Yousif Capital Management
North Star Asset Management
Vermillion Wealth Management
Ferguson Wellman Capital Management
Northstar Asset Management
Ethos Financial Group
Westside Investment Management
Grassi Investment Management
Coston, McIsaac & Partners

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