Schwab Core Equity (SWANX) institutional ownership

SCHWAB CORE EQUITY · 13F, 2026Q2

Managers holding2
Shares held7,747
Reported value$197,161
Quarter flows1 new, 1 added, 0 trimmed, 0 exited

Top 2 holders

ManagerSharesValue% of manager's 13F
Game Plan Financial Advisors, LLC6,759$172,0290.1%
Vermillion Wealth Management, Inc.988$25,1320.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SWANX"). SWANX price history · All 13F data

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