Institutional Ownership
Schwab Total Stock Market Index
CUSIP 808509756MFSWTSXQ1 2026
Institutional Holders
7
13F filers
Shares Held
8.24M
Aggregate institutional
Institutional Value
$129.29M
Q1 2026
Net New Holders
-1
2 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased1
Decreased1
Sold out3
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Zevenbergen Capital Investments LLC | 4.23M | $66.52M | +4.23M | New |
| 2 | Yousif Capital Management, LLC | 2.35M | $36.97M | 0 | Held |
| 3 | North Star Asset Management Inc | 1.58M | $24.92M | −18.5K | Reduced |
| 4 | Northstar Asset Management Co | 26.8K | $421.3K | 0 | Held |
| 5 | Ethos Financial Group, LLC | 20.5K | $322.8K | +233 | Added |
| 6 | Westside Investment Management, Inc. | 8.0K | $127.2K | 0 | Held |
| 7 | Lester Murray Antman Dba Simplyrich | 20.4K | $320 | +20.4K | New |