SCHWAB CAPITAL TRUST - SWORX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | History | New | 9,862 | 210 | 0.01% | — | 1 | +9,862 | New | Q2 2026 | Aug 07, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,430 | 31 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 484 | 10 | 0.0% | — | 3 | +484 | New | Q2 2026 | Jul 15, 2026 |