SCHWAB INVESTMENTS - SWAGX

Sector: Funds · Industry: Investment Company
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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)
$3.94M
QoQ value delta ($000)
+$3.909M (+12609.68%)
Implied price effect (QoQ)
+2.13%
Shares
Total shares
442,396
QoQ shares delta
+438,841 (+12344.33%)
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 (SWAGX)

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Top holders (Q2 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Vermillion Wealth Management, Inc. 3,909 438,802 0.92%
Coston, McIsaac & Partners 17 1,956 0.0%
C M BIDWELL & ASSOCIATES LTD 14 1,638 0.01%