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 | Reduced | 47,922 | 1,515 | 0.05% | 0.05% | 1 | -1,945 | -3.9% | Q2 2026 | Jul 09, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 17,288 | 546 | 0.13% | — | 2 | +17,288 | New | Q2 2026 | Jul 15, 2026 |
| Coston, McIsaac & Partners | History | No change | 2,484 | 78 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NBT BANK, N.A. | History | New | 1,254 | 39 | 0.0% | — | 4 | +1,254 | New | Q2 2026 | Jul 29, 2026 |
| Financial Gravity Companies, Inc. | History | New | 605 | 19 | 0.0% | — | 5 | +605 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 605 | 17 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 300 | 14 | 0.01% | 0.0% | 7 | +239 | 391.8% | Q2 2026 | Aug 07, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,798 | -100.0% | Q2 2026 | Aug 18, 2026 |
| Coastwise Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,001 | -100.0% | Q2 2026 | Jul 16, 2026 |