SCHWAB CAPITAL TRUST - SWMCX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| eCIO, Inc. | History | Reduced | 866,702 | 12,471 | 5.81% | 5.09% | 1 | -62,837 | -6.76% | Q4 2025 | Jan 20, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Added to | 51,271 | 738 | 0.18% | 0.18% | 2 | +1,679 | 3.39% | Q4 2025 | Jan 29, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,363 | -100.0% | Q3 2025 | Oct 23, 2025 |