SWANX — Schwab Core Equity Institutional Holders · Q2 2026
Who owns Schwab Core Equity (SWANX)? 2 institutions reported holding $197,161 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Game Plan Financial Advisors, LLC ($172,029), Vermillion Wealth Management, Inc. ($25,132).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Game Plan Financial Advisors, LLC | $172,029 | 6,759 | Added |
| 2 | Vermillion Wealth Management, Inc. | $25,132 | 988 | New |
Source: SEC Form 13F filings · as of 2026-06-30