Who owns SWHGX stock?

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View all 3 holding institutions

Across its top 3 institutional holders, SWHGX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 44/100).

Notable Holders

SWHGX ranks #14045 out of 37701 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

3 institutions disclose a position in SWHGX, but none treat it as a major bet — even Coston, McIsaac & Partners, its most concentrated holder, allocates just 0.1% of its own portfolio to it.

Price Chart

SWHGX Quarterly 13F Institutional Trade Shifts

Recent Activity

+$247.0K

Total Buy Value

$0.0

Total Sell Value

New buy2

Trim0

Add1

Sold out0

Net Buyers

Net Sellers

Top Movers

SWHGX

Q2 2026

Top 5 Institutional Movers

Coston, McIsaac & Partners

+$234.0K

Add

Nbt Bank

+$15.5K

New buy

Vermillion Wealth Management

+$8.5K

New buy

Data by AlphaSMO • Not financial advice.

Smart Money Convergence

SWHGX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Recent SWHGX Insider Buying & Selling Activity (Form 4)

Congress Trading (STOCK Act)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

808509301

* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.

FAQ

Who are the top institutional investors holding SCHWAB MRKTTRCK GRWTH (SWHGX)?

Major stakeholders currently include Coston, McIsaac & Partners ($336.0K), Nbt Bank, N.a. ($15.5K), Vermillion Wealth Management, Inc. ($8.5K). Based on the latest 13F filings, there are a total of 3 tracked investment funds and institutions maintaining positions in SWHGX.

What is the overall institutional sentiment toward SWHGX recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $247.0K, driven by 3 managers accumulating shares while 0 reduced their exposure.

Which institutions have been selling or reducing their SWHGX positions?

In the latest period, no tracked funds trimmed or exited their positions in SWHGX.

Are there any notable investors adding SWHGX to their portfolios?

Yes, buying activity remains notable. 2 institutions opened new positions in {ticker}, and 1 existing holders added to their shares. The total reported buy value for the quarter amounted to $247.0K.

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Developer Access

Access SWHGX's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/SWHGX

CLI

npx alphasmo stocks get SWHGX

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