SWTSX

Schwab Tot Stk Mrkt Indx

Latest period2026 - Q1Total superinvestors7

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

SuperinvestorPortfolio %Reported Value
Alexa Kopicky@Zevenbergen Capital Investments Llc
Recent Activity
New Position
1.92%
$66.524M
4.229M shares@ 15.73 avg price
Michelle Dubey@Yousif Capital Management, Llc
Recent Activity
0.44%
$36.973M
2.35M shares@ 15.74 avg price
Karen Jochman@North Star Asset Management Inc
Recent Activity
Decreased -1.15%
1.09%
$24.92M
1.584M shares@ 15.73 avg price
Kristen Hannan@Northstar Asset Management Co
Recent Activity
0.1%
$421,279
26,782 shares@ 15.73 avg price
Daniel Guy@Ethos Financial Group, Llc
Recent Activity
Increased 1.15%
0.03%
$322,776
20,520 shares@ 15.73 avg price
Cindi Hill@Lester Murray Antman Dba Simplyrich
Recent Activity
New Position
0.09%
$320,000
20,355 shares@ 15.73 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
0.02%
$127,234
8,017 shares@ 15.88 avg price

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