SCHWAB CAPITAL TRUST - SWMCX
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Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$13.21M
QoQ value delta ($000)
-$1.188M
(-8.25%)
Implied price effect (QoQ)
-1.9%
Shares
Total shares
917,973
QoQ shares delta
-63,521
(-6.47%)
Total shares held by funds (by quarter)
Market chart (SWMCX)
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Top holders (Q4 2025)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| eCIO, Inc. | 12,471 | 866,702 | 5.81% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 738 | 51,271 | 0.18% |