SCHWAB INVESTMENTS - SWRSX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vestwell Advisors, LLC | History | New | 495,011 | 5,108 | 0.75% | — | 1 | +495,011 | New | Q4 2025 | Feb 13, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,223 | -100.0% | Q3 2025 | Oct 29, 2025 |