13F Insight
DOSSIER · 13F Holders · Q2 2026
SWISX

SCHWAB DEV-MKTS INDEX MF

7 institutions still hold SCHWAB DEV-MKTS INDEX MF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808509830·7 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2M
visible holders
Holders
7
filers reporting
Concentration
68.14%
FULTON BANK, N.A. #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported SWISX in Q2 2026. FULTON BANK, N.A. leads at 68.1% 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%Q2 202602
Vermillion Wealth Management, Inc.
CIK 0001737012
$547K17K0.13%Q2 202603
Coston, McIsaac & Partners
CIK 0001945037
$71K2K0.02%Q4 202504
NBT BANK N A /NY
CIK 0000898413
$40K1K0.00%Q2 202605
Financial Gravity Companies, Inc.
CIK 0001377167
$19K6050.00%Q2 202606
Financial Gravity Asset Management, Inc.
CIK 0001741736
$18K6050.00%Q1 202607
Game Plan Financial Advisors, LLC
CIK 0001802952
$14K3000.01%Q2 2026