Schwab Mrkttrck GrwthSWHGX
13F holders, Q2 2025 (June 30)1holders
0new positions
0sold out
$26.71avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding Schwab Mrkttrck Grwth (SWHGX) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($377K).
- Company
- Schwab Mrkttrck Grwth
- CUSIP
- 808509301
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 5,634 shares sold, net −5,634 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.10% | Reduce -28.5% | 14,113 | $377K |
"% of holder's portfolio" is SWHGX's weight in each manager's 13F, not the share of Schwab Mrkttrck Grwth the manager owns.