SCHWAB CAPITAL TRUST - SWHRX
Sector:
Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
Latest / Compare
Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$239K
QoQ value delta ($000)
-$70K
(-22.65%)
Implied price effect (QoQ)
-0.82%
Shares
Total shares
16,562
QoQ shares delta
-4,676
(-22.02%)
Total shares held by funds (by quarter)
Market chart (SWHRX)
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Top holders (Q1 2026)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Ethos Financial Group, LLC | 228 | 15,797 | 0.02% |
| Coston, McIsaac & Partners | 11 | 765 | 0.0% |