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 | New | 894,938 | 14,847 | 4.17% | — | 1 | +894,938 | New | Q2 2026 | Jul 27, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Added to | 55,524 | 921 | 0.21% | 0.2% | 2 | +1,955 | 3.65% | Q2 2026 | Aug 07, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 1,921 | 31 | 0.01% | — | 3 | +1,921 | New | Q2 2026 | Jul 15, 2026 |