SCHWAB CAPITAL TRUST - SWLGX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CARRET ASSET MANAGEMENT, LLC | History | New | 19,942 | 349 | 0.03% | — | 1 | +19,942 | New | Q4 2025 | Feb 17, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1,616 | 28 | 0.0% | — | 2 | +1,616 | New | Q4 2025 | Jan 30, 2026 |