SCHWAB CAPITAL TRUST - SWPPX

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$26.81M
QoQ value delta ($000)
-$71.29M (-72.67%)
Implied price effect (QoQ)
-4.47%
Shares
Total shares
1,599,014
QoQ shares delta
-3,991,116 (-71.4%)
Total shares held by funds (by quarter)

Market chart (SWPPX)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
DUMONT & BLAKE INVESTMENT ADVISORS LLC 9,412 561,266 2.35%
Ethos Financial Group, LLC 2,730 162,843 0.2%
Front Street Capital Management, Inc. 2,313 137,917 0.31%
Coston, McIsaac & Partners 1,998 119,187 0.45%
NEVILLE RODIE & SHAW INC 1,949 116,200 0.14%
NORTH STAR ASSET MANAGEMENT INC 1,199 71,530 0.05%
CARRET ASSET MANAGEMENT, LLC 821 48,997 0.08%
STALEY CAPITAL ADVISERS INC 803 47,925 0.03%
Williams Jones Wealth Management, LLC. 707 42,177 0.01%
EDGAR LOMAX CO/VA 697 41,597 0.05%
Coastwise Capital Group, LLC 627 37,392 0.35%
FULTON BANK, N.A. 595 35,483 0.02%
Fortune Financial Group, Inc. 570 33,990 0.51%
Jackson Wealth Management, LLC 514 30,652 0.05%
MOODY LYNN LIEBERSON & WALKER, LLC 471 28,130 0.03%
Dale Q Rice Investment Management Ltd 405 24,165 0.31%
McIlrath & Eck, LLC 286 17,107 0.02%
Estabrook Capital Management 244 14,562 0.04%
ROWLANDMILLER & PARTNERS.ADV 243 14,536 0.05%
Westside Investment Management, Inc. 140 8,274 0.02%
Financial Gravity Asset Management, Inc. 50 3,039 0.01%
Game Plan Financial Advisors, LLC 34 2,045 0.02%