8 institutions reported holding $2.1M of SCHWAB DEV-MKTS INDEX MF (SWISX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Fulton Bank, N.A. ($1.4M), NORTH STAR ASSET MANAGEMENT INC ($342,385), Coastwise Capital Group, LLC ($203,165), Coston, McIsaac & Partners ($72,000), Financial Gravity Asset Management, Inc. ($17,567). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | $1.4M | 49,867 | Added |
| 2 | NORTH STAR ASSET MANAGEMENT INC | $342,385 | 11,798 | Hold |
| 3 | Coastwise Capital Group, LLC | $203,165 | 7,001 | Trimmed |
| 4 | Coston, McIsaac & Partners | $72,000 | 2,484 | Hold |
| 5 | Financial Gravity Asset Management, Inc. | $17,567 | 605 | Hold |
| 6 | Game Plan Financial Advisors, LLC | $1,768 | 61 | Hold |
| 7 | Westside Investment Management, Inc. | $0 | 0 | Exited |
| 8 | Financially Speaking Inc | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31