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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Added to | 53,569 | 780 | 0.2% | 0.18% | 1 | +2,298 | 4.48% | Q1 2026 | Apr 28, 2026 |
| eCIO, Inc. | History | Closed out | 0 | 0 | — | 5.81% | — | -866,702 | -100.0% | Q1 2026 | Apr 14, 2026 |