SCHWAB CAPITAL TRUST - SWORX

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q2 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$251K
QoQ value delta ($000)
+$223K (+796.43%)
Implied price effect (QoQ)
+8.86%
Shares
Total shares
11,776
QoQ shares delta
+10,346 (+723.5%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (SWORX)

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Top holders (Q2 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Ethos Financial Group, LLC 210 9,862 0.01%
Coston, McIsaac & Partners 31 1,430 0.01%
Vermillion Wealth Management, Inc. 10 484 0.0%