Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / MUT
-
Total 13F shares
-
645,446
-
Share change
-
+11,439
-
Total reported value
-
$63,956,818
-
Price per share
-
$99.09
-
Number of holders
-
10
-
Value change
-
+$1,133,528
-
Number of buys
-
7
-
Number of sells
-
3
Institutional Holders of Schwab Capital Trust Total Sto - MUT as of Q4 2024
As of 31 Dec 2024,
Schwab Capital Trust Total Sto - MUT was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
645,446 shares.
The largest 10 holders included
YOUSIF CAPITAL MANAGEMENT, LLC, NORTH STAR ASSET MANAGEMENT INC, Garde Capital, Inc., FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, NORTHSTAR ASSET MANAGEMENT Co LLC, Grassi Investment Management, Lester Murray Antman dba SimplyRich, Ethos Financial Group, LLC, Financial Gravity Companies, Inc., and Coston, McIsaac & Partners.
This page lists
10
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.