Schwab Mrkttrck GrwthSWHGX
13F holders, Q2 2026 (June 30)3holders +1
2new positions
0sold out
$29.20avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Schwab Mrkttrck Grwth (SWHGX) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($336K), NBT Bank, N.A. ($16K) and Vermillion Wealth Management, Inc. ($9K).
- Company
- Schwab Mrkttrck Grwth
- CUSIP
- 808509301
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $24K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 8,458 shares bought, net +8,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Coston, McIsaac & Partners | 0.07% | Add +197.2% | 11,508 | $336K |
| NBT Bank, N.A. | 0.00% | New | 530 | $16K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 292 | $9K |
"% of holder's portfolio" is SWHGX's weight in each manager's 13F, not the share of Schwab Mrkttrck Grwth the manager owns.