SCHWAB INVESTMENTS - SWRSX
Sector:
Funds
· Industry:
Investment Company
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Company profile
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$5.108M
QoQ value delta ($000)
+$5.054M
(+9359.26%)
Implied price effect (QoQ)
-0.19%
Shares
Total shares
495,011
QoQ shares delta
+489,788
(+9377.52%)
Total shares held by funds (by quarter)
Market chart (SWRSX)
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Top holders (Q4 2025)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Vestwell Advisors, LLC | 5,108 | 495,011 | 0.75% |