SCHWAB CAPITAL TRUST - SWISX
Sector:
Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
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Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$2.082M
QoQ value delta ($000)
+$265K
(+14.58%)
Implied price effect (QoQ)
+1.14%
Shares
Total shares
71,816
QoQ shares delta
+8,424
(+13.29%)
Total shares held by funds (by quarter)
Market chart (SWISX)
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Top holders (Q1 2026)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| FULTON BANK, N.A. | 1,447 | 49,867 | 0.05% |
| NORTH STAR ASSET MANAGEMENT INC | 342 | 11,798 | 0.01% |
| Coastwise Capital Group, LLC | 203 | 7,001 | 0.11% |
| Coston, McIsaac & Partners | 72 | 2,484 | 0.02% |
| Financial Gravity Asset Management, Inc. | 17 | 605 | 0.0% |
| Game Plan Financial Advisors, LLC | 1 | 61 | 0.0% |