SCHWAB TOTAL STOCK MARKET INDEX - SCHWAB MUTL FUNDS

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / SCHWAB MUTL FUNDS
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
4,077,094
Holdings value
$66,007,929
% of all portfolios
0%
Number of holders
8
Number of buys
8
Number of sells
-1
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of SCHWAB TOTAL STOCK MARKET INDEX - SCHWAB MUTL FUNDS

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 4,077,094 $66,007,929 +$55,789,912 $16.19 8
2025 Q2 618,282 $64,739,596 -$1,975,764 $104.71 8
2025 Q1 637,494 $60,106,153 -$703,404 $94.27 9
2024 Q4 645,446 $63,956,818 +$1,133,527 $99.09 10
2024 Q3 634,007 $61,908,779 +$55,946 $97.62 9
2024 Q2 634,628 $58,379,333 -$4,917,643 $91.99 10
2024 Q1 682,839 $60,840,697 -$1,134,560 $89.1 6
2023 Q4 702,689 $56,895,718 -$2,867,193 $80.97 8
2023 Q3 725,571 $53,154,833 +$32,287,726 $73.26 6
2023 Q2 284,871 $21,576,049 -$626,823 $75.76 5
2023 Q1 293,163 $20,490,239 +$171,620 $69.88 6
2022 Q4 312,350 $20,357,771 +$47,167 $65.17 5
2022 Q3 311,620 $19,251,000 -$803,953 $61.77 5
2022 Q2 324,023 $20,974,000 -$374,355 $64.74 6
2022 Q1 329,224 $25,628,000 -$355,890 $77.85 6
2021 Q4 333,799 $27,464,000 -$43,987 $82.27 7
2021 Q3 334,334 $25,575,000 +$222,816 $76.47 7
2021 Q2 331,422 $25,387,000 +$476,300 $76.6 7
2021 Q1 325,215 $23,006,000 -$509,922 $70.75 5
2020 Q4 332,689 $22,109,000 -$646,165 $66.45 5
2020 Q3 342,414 $20,157,000 +$705,793 $58.85 5
2020 Q2 330,420 $17,836,000 +$19,701 $53.99 4
2020 Q1 330,064 $14,595,000 -$178,406 $44.21 5
2019 Q4 334,098 $18,696,000 -$468,912 $55.95 5
2019 Q3 342,477 $17,915,000 -$169,318 $52.31 5
2019 Q2 345,714 $17,883,000 -$1,138,968 $51.71 5
2019 Q1 367,730 $18,276,000 -$479,879 $49.7 5
2018 Q4 377,893 $16,469,000 -$2,836,134 $43.58 6
2018 Q3 432,464 $22,586,000 -$367,264 $52.22 7
2018 Q2 573,587 $27,985,000 -$672,134 $48.79 6
2018 Q1 587,497 $27,595,000 +$2,349,982 $46.97 7
2017 Q4 537,459 $25,395,000 -$722,588 $47.25 6
2017 Q3 553,188 $25,043,000 -$843,865 $45.27 6
2017 Q2 571,829 $24,759,000 -$1,555,525 $43.3 6
2017 Q1 607,756 $25,550,000 -$4,276,839 $42.04 6
2016 Q4 709,483 $28,195,000 -$134,849 $39.74 4
2016 Q3 712,876 $27,831,000 -$167,211 $39.04 4
2016 Q2 717,159 $26,814,000 -$166,838 $37.39 4
2016 Q1 721,622 $26,296,000 -$242,689 $36.44 4
2015 Q4 728,282 $26,298,000 -$389,358 $36.11 4
2015 Q3 739,065 $25,822,000 -$379,100 $34.94 4
2015 Q2 749,916 $28,241,000 -$568,500 $37.66 4
2015 Q1 765,012 $28,787,000 +$999,509 $37.63 4
2014 Q4 738,451 $27,308,000 -$648,677 $36.98 4
2014 Q3 755,992 $27,185,000 -$318,101 $35.96 4
2014 Q2 764,838 $27,527,000 -$1,016,637 $35.99 4
2014 Q1 793,085 $27,216,000 -$293,832 $34.32 4