Schwab Mrkttrck GrwthSWHGX
13F holders, Q1 2025 (March 31)1holders
0new positions
0sold out
$24.81avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Schwab Mrkttrck Grwth (SWHGX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($490K).
- Company
- Schwab Mrkttrck Grwth
- CUSIP
- 808509301
- 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: 379 shares bought, net +379 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.14% | Add +2.0% | 19,747 | $490K |
"% of holder's portfolio" is SWHGX's weight in each manager's 13F, not the share of Schwab Mrkttrck Grwth the manager owns.