Schwab Core EquitySWANX
13F holders, Q1 2024 (March 31)1holders
$22.07avg. 13F price*
At the end of Q1 2024, 1 institutions reported holding Schwab Core Equity (SWANX) in their 13F filings. The largest holder was Game Plan Financial Advisors, LLC ($49K).
- Company
- Schwab Core Equity
- CUSIP
- 808509806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 1 holders
| Game Plan Financial Advisors, LLC | 0.03% | Add +4.5% | 2,222 | $49K |
"% of holder's portfolio" is SWANX's weight in each manager's 13F, not the share of Schwab Core Equity the manager owns.