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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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$372K
QoQ value delta ($000)
-$19K
(-4.86%)
Implied price effect (QoQ)
-4.01%
Shares
Total shares
20,038
QoQ shares delta
-178
(-0.88%)
Total shares held by funds (by quarter)
Market chart (SWIRX)
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Top holders (Q4 2025)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Ethos Financial Group, LLC | 267 | 14,370 | 0.02% |
| Coston, McIsaac & Partners | 105 | 5,668 | 0.02% |