Schwab Mrkttrck All EqtySWEGX
13F holders, Q1 2026 (March 31)1holders
0new positions
0sold out
$26.06avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Schwab Mrkttrck All Eqty (SWEGX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($995K).
- Company
- Schwab Mrkttrck All Eqty
- CUSIP
- 808509814
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 20,227 shares sold, net −20,227 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.22% | Reduce -34.6% | 38,183 | $995K |
"% of holder's portfolio" is SWEGX's weight in each manager's 13F, not the share of Schwab Mrkttrck All Eqty the manager owns.