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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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$120.5M
QoQ value delta ($000)
-$9.151M (-7.06%)
Implied price effect (QoQ)
+15.69%
Shares
Total shares
6,619,208
QoQ shares delta
-1,620,289 (-19.66%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q2 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
ZEVENBERGEN CAPITAL INVESTMENTS LLC 45,664 2,509,054 1.04%
YOUSIF CAPITAL MANAGEMENT, LLC 42,778 2,350,476 0.48%
NORTH STAR ASSET MANAGEMENT INC 28,710 1,577,527 1.13%
Vermillion Wealth Management, Inc. 1,516 83,300 0.36%
Wealthspire Advisors, LLC 954 52,440 0.01%
Ethos Financial Group, LLC 367 20,743 0.02%
NBT BANK, N.A. 317 17,433 0.02%
Westside Investment Management, Inc. 145 8,017 0.02%
Coston, McIsaac & Partners 3 218 0.0%