SCHWAB INVESTMENTS - SWAGX
Sector:
Funds
· Industry:
Investment Company
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Company profile
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$522K
QoQ value delta ($000)
-$4.085M
(-88.67%)
Implied price effect (QoQ)
-0.28%
Shares
Total shares
57,916
QoQ shares delta
-451,796
(-88.64%)
Total shares held by funds (by quarter)
Market chart (SWAGX)
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Top holders (Q4 2025)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Vestwell Advisors, LLC | 491 | 54,396 | 0.07% |
| Coston, McIsaac & Partners | 17 | 1,916 | 0.0% |
| C M BIDWELL & ASSOCIATES LTD | 14 | 1,604 | 0.01% |