11 institutions reported holding $129.6M of SCHWAB CAPITAL TRUST TOTAL STO (SWTSX) in SEC 13F filings for 2026-03-31. Largest institutional holders: ZEVENBERGEN CAPITAL INVESTMENTS LLC ($66.5M), YOUSIF CAPITAL MANAGEMENT, LLC ($37.0M), NORTH STAR ASSET MANAGEMENT INC ($24.9M), NORTHSTAR ASSET MANAGEMENT Co ($421,279), Ethos Financial Group, LLC ($322,776). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | $66.5M | 4.2M | New |
| 2 | YOUSIF CAPITAL MANAGEMENT, LLC | $37.0M | 2.4M | Hold |
| 3 | NORTH STAR ASSET MANAGEMENT INC | $24.9M | 1.6M | Trimmed |
| 4 | NORTHSTAR ASSET MANAGEMENT Co | $421,279 | 26,782 | Hold |
| 5 | Ethos Financial Group, LLC | $322,776 | 20,520 | Added |
| 6 | Lester Murray Antman dba SimplyRich | $320,000 | 20,355 | New |
| 7 | Westside Investment Management, Inc. | $127,234 | 8,017 | Hold |
| 8 | Coston, McIsaac & Partners | $0 | 0 | Exited |
| 9 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
| 10 | Vestwell Advisors, LLC | $0 | 0 | Exited |
| 11 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31