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 | 73,962 | 3,610 | 0.81% | 0.75% | 1 | -1,000 | -1.33% | Q2 2026 | Aug 07, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 12,731 | 621 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 12,608 | 615 | 0.14% | — | 3 | +12,608 | New | Q2 2026 | Jul 15, 2026 |
| Fortune Financial Group, Inc. | History | No change | 5,524 | 269 | 0.21% | 0.2% | 4 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,563 | 76 | 0.02% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NBT BANK, N.A. | History | New | 971 | 47 | 0.0% | — | 6 | +971 | New | Q2 2026 | Jul 29, 2026 |
| Estabrook Capital Management | History | No change | 780 | 38 | 0.01% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coastwise Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,979 | -100.0% | Q2 2026 | Jul 16, 2026 |