SCHWAB CAPITAL TRUST - SWTSX

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$70.11M
QoQ value delta ($000)
+$4.108M (+6.22%)
Implied price effect (QoQ)
+1.17%
Shares
Total shares
4,280,934
QoQ shares delta
+203,840 (+5.0%)
Total shares held by funds (by quarter)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
YOUSIF CAPITAL MANAGEMENT, LLC 38,477 2,350,476 0.42%
NORTH STAR ASSET MANAGEMENT INC 26,268 1,602,741 1.06%
Vestwell Advisors, LLC 3,501 213,611 0.52%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 956 58,373 0.02%
NORTHSTAR ASSET MANAGEMENT Co 438 26,782 0.09%
Ethos Financial Group, LLC 332 20,287 0.02%
Westside Investment Management, Inc. 131 8,017 0.02%
Coston, McIsaac & Partners 8 493 0.0%
Kohmann Bosshard Financial Services, LLC 2 154 0.0%