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Saturday, September 12, 2026
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VOL. XII · NO. 117
Established MMXIV · George Town, Grand Cayman
Atlantic Edition · $4.50
The
Cayman
Journal
Finance · Business · Technology · Caribbean & Global Affairs
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CUSIP
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808509756
CUSIP 808509756
SCHWAB TOTAL STOCK MARKET INDEX
19 institutions · $72.0M total · 4,421,697 shares
#
Manager
Shares
Value
% of Total
Period
1
YOUSIF CAPITAL MANAGEMENT, LLC
2,350,476
$38.5M
53.15%
2025-12-31
2
NORTH STAR ASSET MANAGEMENT INC
1,602,741
$26.3M
36.24%
2025-12-31
3
Vestwell Advisors, LLC
213,611
$3.5M
4.83%
2025-12-31
4
Vermillion Wealth Management, Inc.
94,478
$1.5M
2.13%
2025-09-30
5
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
58,373
$956.7K
1.32%
2025-12-31
6
NORTHSTAR ASSET MANAGEMENT LLC
26,782
$439.0K
0.60%
2025-12-31
7
Ethos Financial Group, LLC
20,287
$332.5K
0.45%
2025-12-31
8
Westside Investment Management, Inc.
8,017
$131.8K
0.18%
2025-12-31
9
Financial Gravity Companies, Inc.
1,217
$120.6K
0.02%
2024-12-31
10
Financial Gravity Asset Management, Inc.
1,203
$110.7K
0.02%
2024-06-30
11
Strategic Investment Solutions, Inc. /IL
1,507
$107.9K
0.03%
2023-09-30
12
Belpointe Asset Management LLC
42
$4.1K
0.00%
2024-09-30
13
Kohmann Bosshard Financial Services, LLC
154
$2.5K
0.00%
2025-12-31
14
RFP Financial Group LLC
17
$1.5K
0.00%
2024-06-30
15
Garde Capital, Inc.
14,724
$1.5K
0.33%
2024-12-31
16
GOFEN & GLOSSBERG LLC /IL/
21,651
$1.4K
0.48%
2023-03-31
17
Grassi Investment Management
3,017
$316
0.06%
2025-06-30
18
Lester Murray Antman dba SimplyRich
2,907
$304
0.06%
2025-06-30
19
Coston, McIsaac & Partners
493
$8
0.01%
2025-12-31
SCHWAB TOTAL STOCK MARKET INDEX (CUSIP 808509756)... | Cayman Journal | Cayman Journal