SCHWAB CAPITAL TRUST - SWTSX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | History | New | 4,229,104 | 66,523 | 1.91% | — | 1 | +4,229,104 | New | Q1 2026 | Apr 09, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 2,350,476 | 36,972 | 0.43% | 0.42% | 2 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 1,584,243 | 24,920 | 1.08% | 1.06% | 3 | -18,498 | -1.15% | Q1 2026 | May 06, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 26,782 | 421 | 0.09% | 0.09% | 4 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ethos Financial Group, LLC | History | Added to | 20,520 | 322 | 0.02% | 0.02% | 5 | +233 | 1.15% | Q1 2026 | May 05, 2026 |
| Lester Murray Antman dba SimplyRich | History | New | 20,355 | 320 | 0.08% | — | 6 | +20,355 | New | Q1 2026 | May 01, 2026 |
| Westside Investment Management, Inc. | History | No change | 8,017 | 127 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vestwell Advisors, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -213,611 | -100.0% | Q1 2026 | May 18, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -58,373 | -100.0% | Q1 2026 | May 01, 2026 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -493 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q1 2026 | May 01, 2026 |