SCHWAB CAPITAL TRUST - SWSSX

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$5.276M
QoQ value delta ($000)
+$1.24M (+30.72%)
Implied price effect (QoQ)
+21.54%
Shares
Total shares
108,139
QoQ shares delta
+7,600 (+7.56%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (SWSSX)

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Top holders (Q2 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,610 73,962 0.81%
CARRET ASSET MANAGEMENT, LLC 621 12,731 0.05%
Vermillion Wealth Management, Inc. 615 12,608 0.14%
Fortune Financial Group, Inc. 269 5,524 0.21%
Coston, McIsaac & Partners 76 1,563 0.02%
NBT BANK, N.A. 47 971 0.0%
Estabrook Capital Management 38 780 0.01%