DOSSIER · 13F Holders · Q3 2026
SWHGX

SCHWAB MARKETTRACK GROWTH

3 institutions still hold SCHWAB MARKETTRACK GROWTH as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808509301·3 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$145K
visible holders
Holders
3
filers reporting
Concentration
78.44%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q3 2026

3 institutions reported SWHGX in Q3 2026. Coston, McIsaac & Partners leads at 78.4% 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
$114K4K0.02%Q3 2026
02
McIlrath & Eck, LLC
CIK 0001701714
$16K5900.00%Q1 2026
03
NBT BANK N A /NY
CIK 0000898413
$16K5310.00%Q3 2026