SCHWAB CAPITAL TRUST - SWIRX

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$449K
QoQ value delta ($000)
+$182K (+68.16%)
Implied price effect (QoQ)
+7.71%
Shares
Total shares
22,750
QoQ shares delta
+8,178 (+56.12%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (SWIRX)

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Top holders (Q2 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Ethos Financial Group, LLC 291 14,832 0.02%
Coston, McIsaac & Partners 117 5,845 0.02%
Vermillion Wealth Management, Inc. 41 2,073 0.01%