DOSSIER · 13F Holders · Q2 2026
SWTSX

SCHWAB TOTAL STOCK MKT-SEL

11 institutions still hold SCHWAB TOTAL STOCK MKT-SEL as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808509756·11 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$121M
visible holders
Holders
11
filers reporting
Concentration
37.71%
ZEVENBERGEN CAPITAL INVESTMENTS LLC #1
top holder share
AI Holders Summary · Q2 2026

11 institutions reported SWTSX in Q2 2026. ZEVENBERGEN CAPITAL INVESTMENTS LLC leads at 37.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ZEVENBERGEN CAPITAL INVESTMENTS LLC
CIK 0001276918
$46M2.5M1.04%Q2 2026
02
YOUSIF CAPITAL MANAGEMENT, LLC
CIK 0001858789
$43M2.4M0.48%Q2 2026
03
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$29M1.6M1.13%Q2 2026
04
Vermillion Wealth Management, Inc.
CIK 0001737012
$2M83K0.36%Q2 2026
05
Wealthspire Advisors, LLC
CIK 0001646247
$954K52K0.01%Q2 2026
06
Ethos Financial Group, LLC
CIK 0001954242
$367K21K0.02%Q2 2026
07
Lester Murray Antman dba SimplyRich
CIK 0001725888
$320K20K0.08%Q1 2026
08
NBT BANK N A /NY
CIK 0000898413
$317K17K0.02%Q2 2026
09
Grassi Investment Management
CIK 0001608531
$316K3K0.03%Q2 2025
10
Westside Investment Management, Inc.
CIK 0001538383
$146K8K0.02%Q2 2026
11
Coston, McIsaac & Partners
CIK 0001945037
$8K4930.00%Q4 2025