SCHWAB CAPITAL TRUST - SWSSX
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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)
$4.036M
QoQ value delta ($000)
+$231K
(+6.07%)
Implied price effect (QoQ)
+0.66%
Shares
Total shares
100,539
QoQ shares delta
+5,126
(+5.37%)
Total shares held by funds (by quarter)
Market chart (SWSSX)
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Top holders (Q1 2026)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 3,011 | 74,962 | 0.75% |
| CARRET ASSET MANAGEMENT, LLC | 511 | 12,731 | 0.05% |
| Fortune Financial Group, Inc. | 221 | 5,524 | 0.2% |
| Coastwise Capital Group, LLC | 200 | 4,979 | 0.11% |
| Coston, McIsaac & Partners | 62 | 1,563 | 0.01% |
| Estabrook Capital Management | 31 | 780 | 0.0% |