SCHWAB CAPITAL TRUST - SWYMX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROWLANDMILLER & PARTNERS.ADV | History | Added to | 21,530 | 523 | 0.1% | 0.09% | 1 | +77 | 0.36% | Q2 2026 | Jul 23, 2026 |
| Coston, McIsaac & Partners | History | New | 922 | 22 | 0.0% | — | 2 | +922 | New | Q2 2026 | Aug 12, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 523 | 12 | 0.0% | — | 3 | +523 | New | Q2 2026 | Jul 15, 2026 |