Schwab Health Care FundSWHFX
13F holders, Q4 2024 (December 31)1holders
0new positions
0sold out
$23.23avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Schwab Health Care Fund (SWHFX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Tucker Asset Management LLC ($79K).
- Company
- Schwab Health Care Fund
- CUSIP
- 808509731
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 334 shares bought, net +334 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Tucker Asset Management LLC | 0.02% | Add +10.9% | 3,392 | $79K |
"% of holder's portfolio" is SWHFX's weight in each manager's 13F, not the share of Schwab Health Care Fund the manager owns.