Who owns Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of SWTSX from SEC Form 13F filings across 9 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 9 institutions disclosed 6.6M shares of Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit worth $120.5M — about 0.3% of shares outstanding; the largest disclosed holder is ZEVENBERGEN CAPITAL INVESTMENTS LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
9
13F holders
$120.5M
value, 2026 filers
0.3%
of shares outstanding (6.6M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SWTSX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | 2.5M | $45.7M | 1.0% | 0.1% | -40.7% |
| 2 | YOUSIF CAPITAL MANAGEMENT, LLC | 2.4M | $42.8M | 0.5% | 0.1% | 0.0% |
| 3 | NORTH STAR ASSET MANAGEMENT INC | 1.6M | $28.7M | 1.1% | 0.1% | -0.4% |
| 4 | Vermillion Wealth Management, Inc.NEW | 83,300 | $1.5M | 0.4% | 0% | new |
| 5 | Wealthspire Advisors, LLCNEW | 52,440 | $954,415 | 0.0% | 0% | new |
| 6 | Ethos Financial Group, LLC | 20,743 | $367,357 | 0.0% | 0% | +1.1% |
| 7 | NBT BANK, N.A.NEW | 17,433 | $317,276 | 0.0% | 0% | new |
| 8 | Westside Investment Management, Inc. | 8,017 | $145,914 | 0.0% | 0% | 0.0% |
| 9 | Coston, McIsaac & PartnersNEW | 218 | $3 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.