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Schwab Total Stock Mkt-Sel

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Yousif Capital Management, LLC
DECREASED
Shares2,021,726 from 2,350,476
Change-328,750 (-14%)
Value$37.3M (-$5.5M)
Filed 2026-10-22
Zevenbergen Capital Investments LLC
DECREASED
Shares1,989,573 from 2,509,054
Change-519,481 (-21%)
Value$36.7M (-$9.0M)
Filed 2026-10-08
Vermillion Wealth Management, Inc.
DECREASED
Shares14,973 from 83,300
Change-68,327 (-82%)
Value$276.3K (-$1.2M)
Filed 2026-10-26
NBT Bank, N.A.
DECREASED
Shares9,222 from 17,433
Change-8,211 (-47%)
Value$170.6K (-$146.7K)
Filed 2026-10-21
Westside Investment Management, Inc.
UNCHANGED
Shares8,017 from 8,017
Change0 (0%)
Value$149.4K (+$3.5K)
Filed 2026-11-02
Coston, McIsaac & Partners
CLOSED
Shares0 from 218
Change-218 (-100%)
Value$0 (-$3)
Filed 2026-11-06
North Star Asset Management Inc
N/A
Shares— from 1,577,527
Change-1,577,527 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 52,440
Change-52,440 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 20,743
Change-20,743 (-100%)
Value—
Status
Yousif Capital Management, LLC
DECREASED2,021,7262,350,476-328,750-14%$42.8M$37.3M-$5.5M2026-10-22
Zevenbergen Capital Investments LLC
DECREASED1,989,5732,509,054-519,481-21%$45.7M$36.7M-$9.0M2026-10-08
Vermillion Wealth Management, Inc.
DECREASED14,97383,300-68,327-82%$1.5M$276.3K-$1.2M2026-10-26
NBT Bank, N.A.
DECREASED9,22217,433-8,211-47%$317.3K$170.6K-$146.7K2026-10-21
Westside Investment Management, Inc.
UNCHANGED8,0178,01700%$145.9K$149.4K+$3.5K2026-11-02
Coston, McIsaac & Partners
CLOSED0218-218-100%$3$0-$32026-11-06
North Star Asset Management Inc
N/A—1,577,527-1,577,527-100%$28.7M———
Wealthspire Advisors, LLC
N/A—52,440-52,440-100%$954.4K———
Ethos Financial Group, LLC
N/A—20,743-20,743-100%$367.4K———
Showing 9 of 9 institutions