Schwab Dividend Equity (SWDSX) institutional ownership
SCHWAB DIVIDEND EQUITY · 13F, 2026Q2
| Managers holding | 2 |
|---|---|
| Shares held | 4,168 |
| Reported value | $79,785 |
| Quarter flows | 2 new, 0 added, 0 trimmed, 0 exited |
Top 2 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Coston, McIsaac & Partners | 3,291 | $63,000 | 0.0% |
| Vermillion Wealth Management, Inc. | 877 | $16,785 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SWDSX"). SWDSX price history · All 13F data