Schwab Core EquitySWANX
13F holders, Q4 2024 (December 31)1holders
0new positions
0sold out
$23.41avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Schwab Core Equity (SWANX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Game Plan Financial Advisors, LLC ($76K).
- Company
- Schwab Core Equity
- CUSIP
- 808509806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 303 shares bought, net +303 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Game Plan Financial Advisors, LLC | 0.04% | Add +10.4% | 3,227 | $76K |
"% of holder's portfolio" is SWANX's weight in each manager's 13F, not the share of Schwab Core Equity the manager owns.