SCHWAB CAPITAL TRUST - SWSSX
Sector:
Funds
· Industry:
ETF / Fund
Website:
No information yet
· Social:
No information yet
Company profile
Powered by TradingView
Quarter snapshot
Latest / Compare
Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$3.805M
QoQ value delta ($000)
-$299K
(-7.29%)
Implied price effect (QoQ)
+1.16%
Shares
Total shares
95,413
QoQ shares delta
-8,696
(-8.35%)
Total shares held by funds (by quarter)
Market chart (SWSSX)
Powered by TradingView
Interactive chart by
TradingView.
Top holders (Q4 2025)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 2,972 | 74,633 | 0.71% |
| CARRET ASSET MANAGEMENT, LLC | 506 | 12,731 | 0.05% |
| Fortune Financial Group, Inc. | 227 | 5,524 | 0.22% |
| Coston, McIsaac & Partners | 62 | 1,563 | 0.01% |
| Estabrook Capital Management | 31 | 780 | 0.0% |
| Westside Investment Management, Inc. | 7 | 182 | 0.0% |