Schwab Mrkttrck All EqtySWEGX
13F holders, Q1 2025 (March 31)1holders
0new positions
0sold out
$23.10avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Schwab Mrkttrck All Eqty (SWEGX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($1.3M).
- Company
- Schwab Mrkttrck All Eqty
- CUSIP
- 808509814
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 1,299 shares sold, net −1,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.38% | Reduce -2.3% | 56,311 | $1.3M |
"% of holder's portfolio" is SWEGX's weight in each manager's 13F, not the share of Schwab Mrkttrck All Eqty the manager owns.