SCHWAB CAPITAL TRUST - SWDRX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | History | Reduced | 10,705 | 191 | 0.01% | 0.01% | 1 | -225 | -2.06% | Q2 2026 | Aug 07, 2026 |
| Coston, McIsaac & Partners | History | New | 6,821 | 123 | 0.02% | — | 2 | +6,821 | New | Q2 2026 | Aug 12, 2026 |