8 institutions reported holding $2.2M of SCHWAB DEV-MKTS INDEX MF (SWISX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fulton Bank, N.A. ($1.5M), Vermillion Wealth Management, Inc. ($546,647), Coston, McIsaac & Partners ($78,000), NBT BANK N A /NY ($39,640), Financial Gravity Companies, Inc. ($19,140). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | $1.5M | 47,922 | Trimmed |
| 2 | Vermillion Wealth Management, Inc. | $546,647 | 17,288 | New |
| 3 | Coston, McIsaac & Partners | $78,000 | 2,484 | Hold |
| 4 | NBT BANK N A /NY | $39,640 | 1,254 | New |
| 5 | Financial Gravity Companies, Inc. | $19,140 | 605 | Added |
| 6 | Game Plan Financial Advisors, LLC | $14,436 | 300 | Added |
| 7 | NORTH STAR ASSET MANAGEMENT INC | $0 | 0 | Exited |
| 8 | Coastwise Capital Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30