SCHWAB DEV-MKTS INDEX MF

DOSSIER · 13F Holders · Q3 2026

SWISX

SCHWAB DEV-MKTS INDEX MF

7 institutions still hold SCHWAB DEV-MKTS INDEX MF as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808509830·7 13F holders·last filed Sep 30, 2026

Market cap

—

13F value held

$2M

visible holders

Holders

7

filers reporting

Concentration

85.15%

FULTON BANK, N.A. #1

top holder share

AI Holders Summary · Q3 2026

7 institutions reported SWISX in Q3 2026. FULTON BANK, N.A. leads at 85.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

01

FULTON BANK, N.A.

CIK 0000883782

$2M48K0.05%Q3 2026 02

Vermillion Wealth Management, Inc.

CIK 0001737012

$99K3K0.11%Q3 2026 03

Coston, McIsaac & Partners

CIK 0001945037

$79K2K0.02%Q3 2026 04

NBT BANK N A /NY

CIK 0000898413

$36K1K0.00%Q3 2026 05

Financial Gravity Companies, Inc.

CIK 0001377167

$19K6050.00%Q2 2026 06

Financial Gravity Asset Management, Inc.