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SWSWTSX
Showing 9 of 13 quarters

Position history for YOUSIF CAPITAL MANAGEMENT, LLCYOUSIF CAPITAL MANAGEMENT, LLC's holdings in Schwab Capital Trust Total Sto

YOUSIF CAPITAL MANAGEMENT, LLC holds 2M shares of SWTSX (Schwab Capital Trust Total Sto), worth $37.3M as of 2026-Q3. The position was decreased (-14.0% shares). SWTSX represents 0.4% of YOUSIF CAPITAL MANAGEMENT, LLC's portfolio.

Current Value

$37.3M

Current Shares

2M

Total Value Change

+$2.2M

Total Shares Change

+1.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
2M
-14.0%
$37.3M0.4%$18.45
0
2026-Q2
Unchanged
2.4M
0.0%
$42.8M0.5%$17.79
0
2026-Q1
Unchanged
2.4M
0.0%
$37M0.4%$15.73
0
2025-Q4
Increased
2.4M
+5.1%
$38.5M0.4%$16.51
37
2025-Q3
Increased
2.2M
+514.6%
$36.2M0.4%$15.96
56
2025-Q2
Unchanged
363,763
0.0%
$38.1M0.4%$14.72
0
2025-Q1
Unchanged
363,763
0.0%
$34.3M0.4%$13.26
0
2024-Q4
Increased
363,763
+1.2%
$36M0.4%$14.06
35
2024-Q3
Unchanged
359,455
0.0%
$35.1M0.4%$13.58
0

Other major holders of SWTSX: Wealthspire Advisors, LLC

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