Current Market Value 523,781,864
Current Holdings 349
Most Recent File Date 2025-06-24
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by SWSCX - Schwab Small-Cap Equity Fund . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-06-24 2025-04-30 NPORT-P 349 523,782
2025-03-26 2025-01-31 NPORT-P 359 615,593
2024-12-23 2024-10-31 NPORT-P 346 588,157
2024-09-25 2024-07-31 NPORT-P 323 614,089
2024-06-24 2024-04-30 NPORT-P 309 531,181
2024-03-26 2024-01-31 NPORT-P 341 540,986
2023-12-26 2023-10-31 NPORT-P 353 463,168
2023-09-25 2023-07-31 NPORT-P 370 554,826
2023-06-23 2023-04-30 NPORT-P 356 485,993
2023-03-27 2023-01-31 NPORT-P 358 549,237
2022-12-23 2022-10-31 NPORT-P 328 537,707
2022-09-23 2022-07-31 NPORT-P 299 563,706
2022-06-24 2022-04-30 NPORT-P 309 577,772
2022-03-25 2022-01-31 NPORT-P 323 635,507
2021-12-23 2021-10-31 NPORT-P 349 672,134
2021-09-24 2021-07-31 NPORT-P 352 645,418
2021-06-24 2021-04-30 NPORT-P 355 650,520
2021-03-25 2021-01-31 NPORT-P 332 629,297
2020-12-23 2020-10-31 NPORT-P 327 496,248
2020-09-23 2020-07-31 NPORT-P 318 481,466
2020-06-24 2020-04-30 NPORT-P 275 441,338
2020-03-25 2020-01-31 NPORT-P 272 566,924
2019-12-23 2019-10-31 NPORT-P 272 583,475