SCHWAB CAPITAL TRUST - SWANX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Game Plan Financial Advisors, LLC | History | Added to | 5,009 | 124 | 0.05% | 0.04% | 1 | +985 | 24.48% | Q4 2025 | Jan 14, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -988 | -100.0% | Q3 2025 | Oct 23, 2025 |