Schwab Small-Cap EqtySWSCX
13F holders, Q4 2025 (December 31)1holders −1
0new positions
1sold out
$20.45avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding Schwab Small-Cap Eqty (SWSCX) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holder was Game Plan Financial Advisors, LLC ($2K).
- Company
- Schwab Small-Cap Eqty
- CUSIP
- 808509673
- 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 | 1 | $11K |
All 13F filers, Q3 2025 → Q4 2025: 515 shares sold, net −515 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Game Plan Financial Advisors, LLC | 0.00% | No change | 108 | $2K |
"% of holder's portfolio" is SWSCX's weight in each manager's 13F, not the share of Schwab Small-Cap Eqty the manager owns.