Back to WA Wealthspire Advisors, LLC

SWSWTSX
1 quarters

Position history for WAWealthspire Advisors, LLC's holdings in Schwab Capital Trust Total Sto

Yes. Wealthspire Advisors holds 52,440 shares of SWTSX, worth $954,415, as of its Q2 2026 13F filing. It opened the position in Q2 2026.

Current Value

$954,415

Current Shares

52,440

Total Value Change

$0

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
52,440
-
$954,4150.0%$17.79
35

Other major holders of SWTSX: YOUSIF CAPITAL MANAGEMENT, LLC

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