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 | Reduced | 2,509,054 | 45,664 | 1.04% | 1.91% | 1 | -1,720,050 | -40.67% | Q2 2026 | Jul 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 2,350,476 | 42,778 | 0.48% | 0.43% | 2 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 1,577,527 | 28,710 | 1.13% | 1.08% | 3 | -6,716 | -0.42% | Q2 2026 | Aug 18, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 83,300 | 1,516 | 0.36% | — | 4 | +83,300 | New | Q2 2026 | Jul 15, 2026 |
| Wealthspire Advisors, LLC | History | New | 52,440 | 954 | 0.01% | — | 5 | +52,440 | New | Q2 2026 | Aug 11, 2026 |
| Ethos Financial Group, LLC | History | Added to | 20,743 | 367 | 0.02% | 0.02% | 6 | +223 | 1.09% | Q2 2026 | Aug 07, 2026 |
| NBT BANK, N.A. | History | New | 17,433 | 317 | 0.02% | — | 7 | +17,433 | New | Q2 2026 | Jul 29, 2026 |
| Westside Investment Management, Inc. | History | No change | 8,017 | 145 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Coston, McIsaac & Partners | History | New | 218 | 3 | 0.0% | — | 9 | +218 | New | Q2 2026 | Aug 12, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Closed out | 0 | 0 | — | 0.09% | — | -26,782 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Lester Murray Antman dba SimplyRich | History | Closed out | 0 | 0 | — | 0.08% | — | -20,355 | -100.0% | Q2 2026 | Jul 31, 2026 |