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 | Closed out | 0 | 0 | — | 0.42% | — | -2,350,476 | -100.0% | Q4 2025 | Jan 21, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 1.06% | — | -1,602,741 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Vestwell Advisors, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -213,611 | -100.0% | Q4 2025 | Feb 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -58,373 | -100.0% | Q4 2025 | Jan 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Closed out | 0 | 0 | — | 0.09% | — | -26,782 | -100.0% | Q4 2025 | Jan 27, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,287 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -8,017 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -493 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q4 2025 | Jan 30, 2026 |