SCHWAB CAPITAL TRUST - SWHGX
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 | Reduced | 3,872 | 102 | 0.02% | 0.07% | 1 | -8,012 | -67.42% | Q1 2026 | Apr 22, 2026 |
| McIlrath & Eck, LLC | History | New | 590 | 15 | 0.0% | — | 2 | +590 | New | Q1 2026 | May 19, 2026 |