SCHWAB TOT STK MRKT INDX (SWTSX) Institutional Ownership Changes & 13F Activity
SCHWAB TOT STK MRKT INDX (SWTSX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Zevenbergen Capital Investments Llc, Vermillion Wealth Management, Inc., Wealthspire Advisors, Llc, Northstar Asset Management Co, and Lester Murray Antman Dba Simplyrich.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| North Star Asset Management Inc | Sell | -6,716 | -0.4% | 1,577,527 | $28.71M | Q2 2026 | Aug 18, 2026 |
| Coston, Mcisaac & Partners | Buy | +218 | — | 218 | $3.00K | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, Llc | Buy | +52,440 | — | 52,440 | $954.41K | Q2 2026 | Aug 11, 2026 |
| Ethos Financial Group, Llc | Buy | +223 | +1.1% | 20,743 | $367.36K | Q2 2026 | Aug 07, 2026 |
| Nbt Bank N A | Buy | +17,433 | — | 17,433 | $317.28K | Q2 2026 | Jul 29, 2026 |
| Zevenbergen Capital Investments Llc | Sell | -1,720,050 | -40.7% | 2,509,054 | $45.66M | Q2 2026 | Jul 16, 2026 |
| Vermillion Wealth Management, Inc. | Buy | +83,300 | — | 83,300 | $1.52M | Q2 2026 | Jul 16, 2026 |
| Lester Murray Antman Dba Simplyrich | Sell | -20,355 | -100.0% | 0 | $0.00 | Q2 2026 | May 01, 2026 |
| Northstar Asset Management Co | Sell | -26,782 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 23, 2026 |
| Kohmann Bosshard Financial Services, Llc | Sell | -154 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 23, 2026 |
Frequently asked questions about SWTSX activity
Which institutional owners are buying SWTSX?
Institutional owners buying SWTSX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SWTSX activity?
"Buy" means an investor increased their reported position in SWTSX compared to the prior reporting period. This reflects growing exposure to SCHWAB TOT STK MRKT INDX (SWTSX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SWTSX increasing?
Institutional interest in SWTSX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.