Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was Coston, McIsaac & Partners (+197%).
4 tracked 13F filers disclose a position in SWHGX as of the latest SEC 13F filings, a combined $376K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 12K | $336K | ▲+197% Added · +8K sh | Q2 2026 | |
| 2 | McIlrath & Eck, LLC | 590 | $16K | ▲New +590 sh | Q1 2026 | |
| 3 | NBT Bank, N.A. | 530 | $16K | ▲New +530 sh | Q2 2026 | |
| 4 | Vermillion Wealth Management, Inc. | 292 | $9K | ▲New +292 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in SWHGX and 1 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Vanguard Growth ETFVUG | 2 funds | $72.1M |
| Dimensional Short DurationDFSD | 2 funds | $69.5M |
| Vanguard Value ETFVTV | 2 funds | $59.9M |
| Dimensional International CoDFAI | 2 funds | $54.3M |
| Microsoft CorpMSFT | 2 funds | $49.6M |
| Fidelity High Dividend ETFFDVV | 2 funds | $40.7M |
| Vanguard Large-Cap ETFVV | 2 funds | $39.4M |
| International Core Equity 2DFIEX | 2 funds | $31.5M |
| Apple IncAAPL | 2 funds | $29.5M |
| Vanguard Dividend Apprec ETFVIG | 2 funds | $26.5M |
| Vanguard Total Stock MKT ETFVTI | 2 funds | $25.8M |
| Schwab Intl Equity ETFSCHF | 2 funds | $25.2M |
Ranked by how many of SWHGX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SWHGX.
| Class | 13F holders | Value held |
|---|---|---|
| SWPPXSWPPX | 19 funds | $108.8M |
| SWTSXSCHWAB MUTL FUNDS | 8 funds | $115.7M |
| SWSSXSCHWAB MUTL FUNDS | 7 funds | $5.3M |
| SWISXSCHWAB MUTL FUNDS | 7 funds | $2.5M |
| SFNNXSCHWAB MUTL FUNDS | 4 funds | $59.5M |
| SFLNXMutual Funds | 4 funds | $27.1M |
| SWHGXthis pageSCHWAB MUTL FUNDS | 4 funds | $376K |
| SWIRXSCHWAB MUTL FUNDS | 3 funds | $450K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SWHGX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SWHGX/capital-change-brief"
Use Arkolith's capital_change_brief for SWHGX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SWHGX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.