SWLGX
Schwab Capital Trust - Schwab U.S. Large-Cap Growth Index Fund
1W: -0.4%
1M: +3.3%
3M: +2.4%
YTD: +7.0%
1Y: +6.8%
3Y: +93.0%
5Y: +80.8%
$18.90
+0.20 (+1.07%)
Weekly Expected Move ±1.9%
$18
$18
$19
$19
$19
Institutional Ownership — SWLGX
2
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CARRET ASSET MANAGEMENT, LLC | 19,942 | $377K | — | +0.0% | 3Q | SEC ↗ |
| 2 | Kohmann Bosshard Financial Services, L | 0 | $0K | -1,616 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kohmann Bosshard Financial Services | 1,616 | $31K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.