SCHWAB CAPITAL TRUST - SWISX

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$2.228M
QoQ value delta ($000)
+$146K (+7.01%)
Implied price effect (QoQ)
+9.08%
Shares
Total shares
70,458
QoQ shares delta
-1,358 (-1.89%)
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.

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Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 6 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
FULTON BANK, N.A. 1,515 47,922 0.05%
Vermillion Wealth Management, Inc. 546 17,288 0.13%
Coston, McIsaac & Partners 78 2,484 0.02%
NBT BANK, N.A. 39 1,254 0.0%
Financial Gravity Companies, Inc. 19 605 0.0%
Financial Gravity Asset Management, Inc. 17 605 0.0%
Game Plan Financial Advisors, LLC 14 300 0.01%