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Get Institutions for : 
Schwab Capital Trust (SWTS.X)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 7    0
Total shares held : 
687,432  
% of shares held : 
7.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
-35,410  
% of shares held change : 
  -0.39%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
3
 6,027
 0.88%
 
Unchanged Positions :
2
 21,438
 3.12%
 
Decreased Positions :
2
-41,437
-6.03%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   YOUSIF CAPITAL MANAGEMENT LLC 31 - 2024-03-31 409,455 $36,482,000 0
   NORTH STAR ASSET MANAGEMENT INC 31 - 2023-12-31 247,431 $20,035,000 -4,963
   GOFEN & GLOSSBERG LLC /IL/ 211 - 2022-12-31 21,651 $1,411,000 58
   Garde Capital Inc. 73 - 2023-12-31 15,257 $1,235,000 0
   Main Street Group LTD 22 - 2023-12-31 12,528 $1,015,000 0
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 204 - 2024-03-31 8,910 $794,000 0
   Strategic Investment Solutions Inc. /IL 78 - 2023-12-31 5,961 $483,000 5,961
   Grassi Investment Management 109 - 2024-03-31 2,982 $266,000 0
   Coston McIsaac & Partners 533 - 2024-03-31 25 $2,000 -140

  9 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results