SCHWAB CAPITAL TRUST - SWSSX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 74,633 | 2,972 | 0.71% | 0.72% | 1 | -371 | -0.49% | Q4 2025 | Jan 29, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 12,731 | 506 | 0.05% | 0.05% | 2 | +13 | 0.1% | Q4 2025 | Feb 17, 2026 |
| Fortune Financial Group, Inc. | History | New | 5,524 | 227 | 0.22% | — | 3 | +5,524 | New | Q4 2025 | Feb 11, 2026 |
| Coston, McIsaac & Partners | History | Added to | 1,563 | 62 | 0.01% | 0.01% | 4 | +14 | 0.9% | Q4 2025 | Feb 03, 2026 |
| Estabrook Capital Management | History | Added to | 780 | 31 | 0.0% | 0.0% | 5 | +9 | 1.17% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 182 | 7 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -13,885 | -100.0% | Q3 2025 | Oct 23, 2025 |