SCHWAB CAPITAL TRUST - SWEGX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | History | Added to | 58,410 | 1,531 | 0.36% | 0.35% | 1 | +4,008 | 7.37% | Q4 2025 | Feb 03, 2026 |