DOSSIER · 13F Holders · Q4 2025
SWHGX

SCHWAB MARKETTRACK GROWTH

4 institutions still hold SCHWAB MARKETTRACK GROWTH as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808509301·4 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$356K
visible holders
Holders
4
filers reporting
Concentration
88.83%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q4 2025

4 institutions reported SWHGX in Q4 2025. Coston, McIsaac & Partners leads at 88.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Coston, McIsaac & Partners
CIK 0001945037
$316K12K0.07%Q4 2025
02
McIlrath & Eck, LLC
CIK 0001701714
$16K5900.00%Q1 2026
03
NBT BANK N A /NY
CIK 0000898413
$16K5300.00%Q2 2026
04
Vermillion Wealth Management, Inc.
CIK 0001737012
$9K2920.00%Q2 2026