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 | Added to | 10,930 | 184 | 0.01% | 0.01% | 1 | +299 | 2.81% | Q1 2026 | May 05, 2026 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -6,532 | -100.0% | Q1 2026 | Apr 22, 2026 |