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 | Added to | 74,962 | 3,011 | 0.75% | 0.71% | 1 | +329 | 0.44% | Q1 2026 | Apr 28, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 12,731 | 511 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fortune Financial Group, Inc. | History | No change | 5,524 | 221 | 0.2% | 0.22% | 3 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Coastwise Capital Group, LLC | History | New | 4,979 | 200 | 0.11% | — | 4 | +4,979 | New | Q1 2026 | May 07, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,563 | 62 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Estabrook Capital Management | History | No change | 780 | 31 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -182 | -100.0% | Q1 2026 | May 04, 2026 |