11 institutions reported holding $120.5M of SCHWAB TOTAL STOCK MKT-SEL (SWTSX) in SEC 13F filings for 2026-06-30. Largest institutional holders: ZEVENBERGEN CAPITAL INVESTMENTS LLC ($45.7M), YOUSIF CAPITAL MANAGEMENT, LLC ($42.8M), NORTH STAR ASSET MANAGEMENT INC ($28.7M), Vermillion Wealth Management, Inc. ($1.5M), Wealthspire Advisors, LLC ($954,415). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | $45.7M | 2.5M | Trimmed |
| 2 | YOUSIF CAPITAL MANAGEMENT, LLC | $42.8M | 2.4M | Hold |
| 3 | NORTH STAR ASSET MANAGEMENT INC | $28.7M | 1.6M | Trimmed |
| 4 | Vermillion Wealth Management, Inc. | $1.5M | 83,300 | New |
| 5 | Wealthspire Advisors, LLC | $954,415 | 52,440 | New |
| 6 | Ethos Financial Group, LLC | $367,357 | 20,743 | Added |
| 7 | NBT BANK N A /NY | $317,276 | 17,433 | New |
| 8 | Westside Investment Management, Inc. | $145,914 | 8,017 | Hold |
| 9 | Coston, McIsaac & Partners | $3,000 | 218 | New |
| 10 | Lester Murray Antman dba SimplyRich | $0 | 0 | Exited |
| 11 | NORTHSTAR ASSET MANAGEMENT Co | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30