SWISX
Schwab Capital Trust - Schwab International Index Fund
1W: -2.4%
1M: -3.8%
3M: -2.4%
YTD: +7.9%
1Y: +9.1%
3Y: +59.5%
5Y: +45.4%
$31.65
+0.35 (+1.12%)
Weekly Expected Move ±1.8%
$30
$31
$31
$32
$32
Institutional Ownership — SWISX
8
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
3
New Positions
1
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (11 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | 47,922 | $2M | -1,945 | -3.9% | 4Q | SEC ↗ |
| 2 | Vermillion Wealth Management, Inc. NEW | 17,288 | $547K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Coston, McIsaac & Partners | 2,484 | $79K | — | +0.0% | 16Q | SEC ↗ |
| 4 | NBT BANK, N.A. NEW | 1,254 | $40K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Financial Gravity Asset Management, In | 605 | $19K | — | +0.0% | 3Q | SEC ↗ |
| 6 | Financial Gravity Companies, Inc. NEW | 605 | $19K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Game Plan Financial Advisors, LLC | 300 | $9K | +239 | +391.8% | 11Q | SEC ↗ |
| 8 | Coastwise Capital Group, LLC | 0 | $0K | -7,001 | -100.0% | 2Q | SEC ↗ |
| 9 | Westside Investment Management, Inc. | 0 | $0K | -257 | -100.0% | 5Q | SEC ↗ |
| 10 | NORTH STAR ASSET MANAGEMENT INC | 0 | $0K | -11,798 | -100.0% | 18Q | SEC ↗ |
| 11 | Financially Speaking Inc | 0 | $0K | -218 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 17,288 | $547K |
| NBT BANK, N.A. | 1,254 | $40K |
| Financial Gravity Companies, Inc. | 605 | $19K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | 11,798 | $373K |
| Coastwise Capital Group, LLC | 7,001 | $222K |
| Westside Investment Management, Inc | 257 | $8K |
| Financially Speaking Inc | 218 | $7K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Game Plan Financial Advisors, LLC | +239 | +391.8% | 300 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Fulton Bank, N.A. | -1,945 | -3.9% | 47,922 |