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Schwab Total Stock Mrkt Ind-se shares owned by Vestwell Advisors

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

Historical chart of Vestwell Advisors 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 Vestwell Advisors 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 Vestwell Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5M 214k 16.39

More positions owned by Vestwell Advisors

iShares Tr iShares Core S&P 500 ETF (Principal) (IVV)
Fidelity Fidelity International Index (Principal) (FSPSX)
Fidelity Fidelity U.S. Bond Index (Principal) (FXNAX)
Lincoln Lincoln Stable Value Account -Z953X (Principal)
Fidelity Fidelity Emerging Markets Idx (Principal) (FPADX)
Schwab Strategic Tr Schwab US Large-Cap Growth ETF (Principal) (SCHG)
iShares Tr iShares Core S&P Mid-Cap ETF (Principal) (IJH)
Putnam Putnam Large Cap Value R6 (Principal)
Putnam Putnam Core Bond Fund R6 (Principal)
Fidelity Fidelity Total Market Index (Principal) (FSKAX)
iShares Tr iShares Core S&P Small-Cap ETF (Principal) (IJR)
Schwab Strategic Tr Schwab US Broad Market ETF (Principal) (SCHB)
Vanguard Index FDS Vanguard Value ETF (Principal) (VTV)
Vanguard Intl Equity Index F Vanguard Total World Stock ETF (Principal) (VT)
iShares Tr iShares Core International Aggt Bd ETF (Principal) (IAGG)

View all positions for Vestwell Advisors

Top funds holding Schwab Total Stock Mrkt Ind-se

Yousif Capital Management
North Star Asset Management
Vestwell Advisors
Ferguson Wellman Capital Management
Northstar Asset Management
Ethos Financial Group
Westside Investment Management
Coston, McIsaac & Partners
Kohmann Bosshard Financial Services

View all funds holding Schwab Total Stock Mrkt Ind-se