SCHWAB INTERNATIONAL INDEX SWISX
SCHWAB MUTL FUNDS · Open-End Fund · CUSIP 808509830
6
institutional holders
+0 vs Q1 2026
69.9k
shares reported held*
$2.2mreported value*
2 new
1 added
1 reduced
2 sold out
net sold ≈ $62.1k (-2.0k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $31.68.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 5 |
| Q4 2022 | 5 |
| Q1 2023 | 4 |
| Q2 2023 | 4 |
| Q3 2023 | 5 |
| Q4 2023 | 7 |
| Q1 2024 | 5 |
| Q2 2024 | 6 |
| Q3 2024 | 5 |
| Q4 2024 | 7 |
| Q1 2025 | 8 |
| Q2 2025 | 6 |
| Q3 2025 | 8 |
| Q4 2025 | 8 |
| Q1 2026 | 6 |
| Q2 2026 | 6 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 1 | 2 |
| Q4 2024 | 6 | 0 |
| Q1 2025 | 1 | 3 |
| Q2 2025 | 1 | 3 |
| Q3 2025 | 2 | 1 |
| Q4 2025 | 5 | 2 |
| Q1 2026 | 1 | 3 |
| Q2 2026 | 3 | 3 |
Biggest buyers
| Vermillion Wealth Management, Inc. | New | +17.3k |
| NBT BANK, N.A. | New | +1.3k |
| Game Plan Financial Advisors, LLC | Added | +239 |
Biggest sellers
| NORTH STAR ASSET MANAGEMENT INC | Sold out | -11.8k |
| Coastwise Capital Group, LLC | Sold out | -7.0k |
| Fulton Bank, N.A. | Reduced | -1.9k |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Fulton Bank, N.A. 0.05% of their portfolio | 47.9k $1.5m | Reduced -1.9k |
| Vermillion Wealth Management, Inc. 0.13% of their portfolio | 17.3k $546.6k | New |
| Coston, McIsaac & Partners 0.02% of their portfolio | 2.5k $78.0k | Unchanged |
| NBT BANK, N.A. 0.00% of their portfolio | 1.3k $39.6k | New |
| Financial Gravity Companies, Inc. 0.00% of their portfolio | 605 $19.1k | First filing |
| Game Plan Financial Advisors, LLC 0.01% of their portfolio | 300 $14.4k | Added +239 |