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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 2,350,476 | 38,477 | 0.42% | 0.39% | 1 | +114,888 | 5.14% | Q4 2025 | Jan 21, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 1,602,741 | 26,268 | 1.06% | 1.07% | 2 | -26,664 | -1.64% | Q4 2025 | Feb 09, 2026 |
| Vestwell Advisors, LLC | History | New | 213,611 | 3,501 | 0.52% | — | 3 | +213,611 | New | Q4 2025 | Feb 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 58,373 | 956 | 0.02% | 0.02% | 4 | -4,019 | -6.44% | Q4 2025 | Jan 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 26,782 | 438 | 0.09% | 0.09% | 5 | +292 | 1.1% | Q4 2025 | Jan 27, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 20,287 | 332 | 0.02% | 0.03% | 6 | -90 | -0.44% | Q4 2025 | Jan 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 8,017 | 131 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Coston, McIsaac & Partners | History | Added to | 493 | 8 | 0.0% | 0.0% | 8 | +146 | 42.07% | Q4 2025 | Feb 03, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 154 | 2 | 0.0% | — | 9 | +154 | New | Q4 2025 | Jan 30, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.41% | — | -94,478 | -100.0% | Q3 2025 | Oct 23, 2025 |