SCHWAB CAPITAL TRUST - SWISX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | History | Added to | 40,914 | 1,175 | 0.04% | 0.04% | 1 | +781 | 1.95% | Q4 2025 | Jan 08, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 11,798 | 338 | 0.01% | 0.01% | 2 | +11 | 0.09% | Q4 2025 | Feb 09, 2026 |
| Coastwise Capital Group, LLC | History | New | 7,055 | 202 | 0.1% | — | 3 | +7,055 | New | Q4 2025 | Feb 12, 2026 |
| Coston, McIsaac & Partners | History | Added to | 2,484 | 71 | 0.02% | 0.02% | 4 | +66 | 2.73% | Q4 2025 | Feb 03, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 605 | 17 | 0.0% | 0.0% | 5 | -202 | -25.03% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 257 | 7 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Financially Speaking Inc | History | Added to | 218 | 6 | 0.0% | 0.0% | 7 | +7 | 3.32% | Q4 2025 | Feb 10, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 61 | 1 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -20,283 | -100.0% | Q3 2025 | Oct 23, 2025 |