Institutional Ownership
Schwab Total Stock Market Index
CUSIP 808509756MFSWTSXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
7
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Zevenbergen Capital Investments LLC | 4.23M | $66.52M |
| 2 | Yousif Capital Management, LLC | 2.35M | $36.97M |
| 3 | North Star Asset Management Inc | 1.58M | $24.92M |
| 4 | Northstar Asset Management Co | 26.8K | $421.3K |
| 5 | Ethos Financial Group, LLC | 20.5K | $322.8K |
| 6 | Westside Investment Management, Inc. | 8.0K | $127.2K |
| 7 | Lester Murray Antman Dba Simplyrich | 20.4K | $320 |