SCHWAB CAPITAL TRUST - SWHRX
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 | 15,797 | 228 | 0.02% | 0.02% | 1 | +635 | 4.19% | Q1 2026 | May 05, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 765 | 11 | 0.0% | 0.02% | 2 | -5,311 | -87.41% | Q1 2026 | Apr 22, 2026 |