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 | Reduced | 15,125 | 229 | 0.02% | 0.02% | 1 | -672 | -4.25% | Q2 2026 | Aug 07, 2026 |
| Coston, McIsaac & Partners | History | Added to | 5,506 | 84 | 0.02% | 0.0% | 2 | +4,741 | 619.74% | Q2 2026 | Aug 12, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 314 | 4 | 0.0% | — | 3 | +314 | New | Q2 2026 | Jul 15, 2026 |