Schwab Tot Stk Mrkt Indx
$18.43-1.2%
-$28.6M
Net Activity
-19.67% total shares
Institutions Holding
9
Popularity Rank
#10297
Avg Weight
0.34%
Total Value
$120.5M
9 institutions currently hold SWTSX, with 5 net buyers and 4 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
4
Net Buying Institutions
5
Top 5 by Value
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Across its top 9 institutional holders, SWTSX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 22/100).
SWTSX ranks #10297 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
9 institutions disclose a position in SWTSX, but none treat it as a major bet — even North Star Asset Management Inc, its most concentrated holder, allocates just 1.1% of its own portfolio to it.
Zevenbergen Capital Investments LLC has trimmed its SWTSX position for two straight quarters, cutting it by $29.8M while still holding $36.7M.
SWTSX is down 1.2% today, and institutions have been net sellers of $28.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$2.8M
Total Buy Value
$32.2M
Total Sell Value
5
Net Buyers
4
Net Sellers
SWTSX
Q2 2026
Top 5 Institutional Movers
-$20.9M
+$5.8M
+$3.8M
+$1.5M
+$954.4K
SWTSX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
808509756
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,281
Total reported value
$2.2T
3256 13F institutions increased their position this quarter
Institutions Holding
6,028
Total reported value
$3.6T
3055 13F institutions increased their position this quarter
Institutions Holding
6,191
Total reported value
$1.8T
2996 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,718
Total reported value
$473.6B
Held by 4718 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,665
Total reported value
$986.1B
Held by 4665 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,613
Total reported value
$529.1B
Held by 4613 institutions — one of the most-tracked stocks on AlphaSMO
Access SWTSX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SWTSXCLI
npx alphasmo stocks get SWTSX