DOSSIER · 13F Holders · Q3 2026
SWTSX

SCHWAB TOTAL STOCK MKT-SEL

9 institutions still hold SCHWAB TOTAL STOCK MKT-SEL as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808509756·9 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$105M
visible holders
Holders
9
filers reporting
Concentration
35.54%
YOUSIF CAPITAL MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q3 2026

9 institutions reported SWTSX in Q3 2026. YOUSIF CAPITAL MANAGEMENT, LLC leads at 35.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
YOUSIF CAPITAL MANAGEMENT, LLC
CIK 0001858789
$37M2.0M0.42%Q3 2026
02
ZEVENBERGEN CAPITAL INVESTMENTS LLC
CIK 0001276918
$37M2.0M0.84%Q3 2026
03
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$29M1.6M1.13%Q2 2026
04
Wealthspire Advisors, LLC
CIK 0001646247
$954K52K0.01%Q2 2026
05
Ethos Financial Group, LLC
CIK 0001954242
$367K21K0.02%Q2 2026
06
Grassi Investment Management
CIK 0001608531
$316K3K0.03%Q2 2025
07
Vermillion Wealth Management, Inc.
CIK 0001737012
$276K15K0.32%Q3 2026
08
NBT BANK N A /NY
CIK 0000898413
$171K9K0.01%Q3 2026
09
Westside Investment Management, Inc.
CIK 0001538383
$149K8K0.02%Q3 2026