SWHGX — Schwab Markettrack Growth Institutional Holders · Q2 2026
Who owns Schwab Markettrack Growth (SWHGX)? 3 institutions reported holding $360,071 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Coston, McIsaac & Partners ($336,000), Nbt Bank N A ($15,528), Vermillion Wealth Management, Inc. ($8,543).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $336,000 | 11,508 | Added |
| 2 | NBT BANK N A /NY | $15,528 | 530 | New |
| 3 | Vermillion Wealth Management, Inc. | $8,543 | 292 | New |
Source: SEC Form 13F filings · as of 2026-06-30