Schwab Tot Stk Mrkt Indx
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 7 superinvestors own shares of Schwab Tot Stk Mrkt Indx (SWTSX), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Schwab Tot Stk Mrkt Indx (SWTSX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Schwab Tot Stk Mrkt Indx (SWTSX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Schwab Tot Stk Mrkt Indx (SWTSX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Alexa Kopicky@Zevenbergen Capital Investments Llc
| 1.92% | $66.524M 4.229M shares@ 15.73 avg price | New Position |
Michelle Dubey@Yousif Capital Management, Llc
| 0.44% | $36.973M 2.35M shares@ 15.74 avg price | |
Karen Jochman@North Star Asset Management Inc
| 1.09% | $24.92M 1.584M shares@ 15.73 avg price | Decreased -1.15% |
Kristen Hannan@Northstar Asset Management Co
| 0.1% | $421,279 26,782 shares@ 15.73 avg price | |
Daniel Guy@Ethos Financial Group, Llc
| 0.03% | $322,776 20,520 shares@ 15.73 avg price | Increased 1.15% |
Cindi Hill@Lester Murray Antman Dba Simplyrich
| 0.09% | $320,000 20,355 shares@ 15.73 avg price | New Position |
DAVID TODD CLARK@Westside Investment Management, Inc.
| 0.02% | $127,234 8,017 shares@ 15.88 avg price |
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