Schwab Markettrack Growth (SWHGX) institutional ownership

SCHWAB MARKETTRACK GROWTH · 13F, 2026Q2

Managers holding3
Shares held12,330
Reported value$360,071
Quarter flows2 new, 1 added, 0 trimmed, 1 exited

Top 3 holders

ManagerSharesValue% of manager's 13F
Coston, McIsaac & Partners11,508$336,0000.1%
NBT BANK, N.A.530$15,5280.0%
Vermillion Wealth Management, Inc.292$8,5430.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SWHGX"). SWHGX price history · All 13F data

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