SCHWAB CAPITAL TRUST - SWPPX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 4,040,335 | 70,867 | 1.14% | 1.09% | 1 | +151,297 | 3.89% | Q4 2025 | Jan 13, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 560,646 | 9,834 | 2.36% | 2.36% | 2 | -4,007 | -0.71% | Q4 2025 | Jan 29, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 162,405 | 2,848 | 0.21% | 0.22% | 3 | -780 | -0.48% | Q4 2025 | Jan 20, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 151,305 | 2,653 | 0.62% | 0.67% | 4 | -10,538 | -6.51% | Q4 2025 | Feb 03, 2026 |
| NEVILLE RODIE & SHAW INC | History | Added to | 116,549 | 2,044 | 0.14% | 0.14% | 5 | +601 | 0.52% | Q4 2025 | Jan 06, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 90,916 | 1,594 | 0.02% | 0.02% | 6 | -5,756 | -5.95% | Q4 2025 | Feb 13, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 63,426 | 1,112 | 0.04% | 0.04% | 7 | +1,491 | 2.41% | Q4 2025 | Feb 09, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 48,997 | 859 | 0.08% | 0.04% | 8 | +23,575 | 92.73% | Q4 2025 | Feb 17, 2026 |
| EDGAR LOMAX CO/VA | History | Reduced | 48,267 | 846 | 0.06% | 0.07% | 9 | -473 | -0.97% | Q4 2025 | Feb 13, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 47,925 | 840 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Fortune Financial Group, Inc. | History | New | 35,444 | 684 | 0.67% | — | 11 | +35,444 | New | Q4 2025 | Feb 11, 2026 |
| Coastwise Capital Group, LLC | History | New | 37,499 | 657 | 0.33% | — | 12 | +37,499 | New | Q4 2025 | Feb 12, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 30,652 | 538 | 0.05% | 0.05% | 13 | +337 | 1.11% | Q4 2025 | Jan 20, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | No change | 28,130 | 493 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Dale Q Rice Investment Management Ltd | History | Added to | 24,165 | 423 | 0.3% | 0.29% | 15 | +266 | 1.11% | Q4 2025 | Jan 30, 2026 |
| TOWER BRIDGE ADVISORS | History | No change | 21,731 | 381 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FULTON BANK, N.A. | History | Added to | 20,501 | 359 | 0.01% | 0.01% | 17 | +1,703 | 9.06% | Q4 2025 | Jan 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 15,130 | 265 | 0.02% | — | 18 | +15,130 | New | Q4 2025 | Jan 30, 2026 |
| Estabrook Capital Management | History | Added to | 14,562 | 255 | 0.04% | 0.04% | 19 | +161 | 1.12% | Q4 2025 | Feb 13, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | Added to | 14,536 | 254 | 0.05% | 0.05% | 20 | +160 | 1.11% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 8,662 | 152 | 0.02% | 0.02% | 21 | +9 | 0.1% | Q4 2025 | Jan 23, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 3,039 | 53 | 0.01% | 0.02% | 22 | -1,815 | -37.39% | Q4 2025 | Feb 13, 2026 |
| Financially Speaking Inc | History | Added to | 2,954 | 51 | 0.03% | 0.03% | 23 | +31 | 1.06% | Q4 2025 | Feb 10, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 2,045 | 35 | 0.01% | 0.01% | 24 | +23 | 1.14% | Q4 2025 | Jan 14, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 309 | 5 | 0.0% | — | 25 | +309 | New | Q4 2025 | Feb 18, 2026 |
| eCIO, Inc. | History | Closed out | 0 | 0 | — | 23.68% | — | -3,673,843 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 1.24% | — | -265,191 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Front Street Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.34% | — | -129,403 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -41,631 | -100.0% | Q3 2025 | Nov 12, 2025 |