SWEGX
Schwab MarketTrack All Equity
1W: -1.4%
1M: -1.9%
3M: -0.3%
YTD: +11.4%
1Y: +7.2%
3Y: +61.8%
5Y: +52.0%
$29.63
+0.24 (+0.82%)
Weekly Expected Move ±1.4%
$29
$29
$29
$30
$30
Institutional Ownership — SWEGX
1
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
0
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 59,791 | 2M | +21,608 | +56.6% | 16Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +21,608 | +56.6% | 59,791 |
Biggest Decreases (0)
None.