SWTSX
Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit
1W: -1.0%
1M: -0.2%
3M: +1.2%
YTD: +12.5%
1Y: +13.9%
3Y: +82.3%
5Y: +73.4%
$18.64
+0.14 (+0.76%)
Weekly Expected Move ±1.4%
$18
$18
$18
$19
$19
Institutional Ownership — SWTSX
12
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
120M
Total Invested
4
New Positions
1
Increased
5
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | 2,509,054 | $47M | -1,720,050 | -40.7% | 2Q | SEC ↗ |
| 2 | YOUSIF CAPITAL MANAGEMENT, LLC | 2,350,476 | $44M | — | +0.0% | 12Q | SEC ↗ |
| 3 | NORTH STAR ASSET MANAGEMENT INC | 1,577,527 | $29M | -6,716 | -0.4% | 104Q | SEC ↗ |
| 4 | Vermillion Wealth Management, Inc. NEW | 83,300 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Wealthspire Advisors, LLC NEW | 52,440 | $977K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Ethos Financial Group, LLC | 20,743 | $387K | +223 | +1.1% | 7Q | SEC ↗ |
| 7 | NBT BANK, N.A. NEW | 17,433 | $325K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Westside Investment Management, Inc. | 8,017 | $149K | — | +0.0% | 4Q | SEC ↗ |
| 9 | Coston, McIsaac & Partners NEW | 218 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 10 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 0 | $0K | -58,373 | -100.0% | 19Q | SEC ↗ |
| 11 | Lester Murray Antman dba SimplyRich | 0 | $0K | -20,355 | -100.0% | 1Q | SEC ↗ |
| 12 | Kohmann Bosshard Financial Services, L | 0 | $0K | -154 | -100.0% | 2Q | SEC ↗ |
| 13 | NORTHSTAR ASSET MANAGEMENT Co | 0 | $0K | -26,782 | -100.0% | 8Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 83,300 | $2M |
| Wealthspire Advisors, LLC | 52,440 | $977K |
| NBT BANK, N.A. | 17,433 | $325K |
| Coston, McIsaac & Partners | 218 | $4K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 58,373 | $1M |
| NORTHSTAR ASSET MANAGEMENT Co | 26,782 | $499K |
| Lester Murray Antman dba SimplyRich | 20,355 | $379K |
| Kohmann Bosshard Financial Services | 154 | $3K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Ethos Financial Group, LLC | +223 | +1.1% | 20,743 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | -1,720,050 | -40.7% | 2,509,054 |
| NORTH STAR ASSET MANAGEMENT INC | -6,716 | -0.4% | 1,577,527 |