SWTSX · Insider trading · 13F holders · Congress trades
Schwab Total Stock Market Index (SWTSX)
Who is buying and selling SWTSX: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 4
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SWTSX at a glance
- No open-market insider purchases or sales of SWTSX were filed in the last 90 days.
- 4 13F filers hold SWTSX among their 50 largest positions, worth $103.0M combined. The biggest bets by portfolio weight are North Star Asset Management Inc (1.1%), Zevenbergen Capital Investments LLC (0.8%) and Yousif Capital Management, LLC (0.4%).
- No member of Congress has disclosed a trade in SWTSX.
SWTSX insider trading
No open-market insider purchases or sales of SWTSX were filed in the last 90 days.
Who owns SWTSX? Hedge funds and superinvestors
4 13F filers hold SWTSX among their 50 largest positions, worth $103.0M combined. The biggest bets by portfolio weight are North Star Asset Management Inc (1.1%), Zevenbergen Capital Investments LLC (0.8%) and Yousif Capital Management, LLC (0.4%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Yousif Capital Management, LLCInstitutional asset manager | 0.4% | $37.3M | 2,021,726 | -14.0% shares | Q3 2026 |
| Zevenbergen Capital Investments LLCMutual fund manager | 0.8% | $36.7M | 1,989,573 | -20.7% shares | Q3 2026 |
| North Star Asset Management IncWealth manager | 1.1% | $28.7M | 1,577,527 | -0.4% shares | Q2 2026 |
| Vermillion Wealth Management, Inc.Wealth manager | 0.3% | $276K | 14,973 | -82.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 1). Screen SWTSX in the grand portfolio →
SWTSX stock trades by members of Congress
No member of Congress has disclosed a trade in SWTSX.
SWTSX questions and answers
Are insiders buying SWTSX stock?
No open-market insider purchases or sales of SWTSX were filed in the last 90 days.
Which hedge funds own SWTSX?
4 13F filers hold SWTSX among their 50 largest positions, worth $103.0M combined. The biggest bets by portfolio weight are North Star Asset Management Inc (1.1%), Zevenbergen Capital Investments LLC (0.8%) and Yousif Capital Management, LLC (0.4%).
Has Congress traded SWTSX?
No member of Congress has disclosed a trade in SWTSX.
Who is the largest holder of SWTSX?
Among 13F filers, Yousif Capital Management, LLC reports the largest SWTSX position, $37.3M (2,021,726 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is North Star Asset Management Inc's: 1.1% of its portfolio.
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Free to use with a link back. The data updates every filing day.