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 | 49,867 | 1,447 | 0.05% | 0.04% | 1 | +8,953 | 21.88% | Q1 2026 | Apr 24, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 11,798 | 342 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 7,001 | 203 | 0.11% | 0.1% | 3 | -54 | -0.77% | Q1 2026 | May 07, 2026 |
| Coston, McIsaac & Partners | History | No change | 2,484 | 72 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 605 | 17 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 61 | 1 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -257 | -100.0% | Q1 2026 | May 04, 2026 |
| Financially Speaking Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -218 | -100.0% | Q1 2026 | Apr 07, 2026 |