Schwab Mrkttrck GrwthSWHGX
13F holders, Q4 2025 (December 31)1holders
0new positions
0sold out
$26.59avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding Schwab Mrkttrck Grwth (SWHGX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($316K).
- Company
- Schwab Mrkttrck Grwth
- CUSIP
- 808509301
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 2,457 shares sold, net −2,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.07% | Reduce -17.1% | 11,884 | $316K |
"% of holder's portfolio" is SWHGX's weight in each manager's 13F, not the share of Schwab Mrkttrck Grwth the manager owns.