Schwab Core EquitySWANX
13F holders, Q1 2025 (March 31)2holders +1
1new positions
0sold out
$21.97avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Schwab Core Equity (SWANX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Game Plan Financial Advisors, LLC ($72K) and Vermillion Wealth Management, Inc. ($22K).
- Company
- Schwab Core Equity
- CUSIP
- 808509806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $22K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 1,042 shares bought, net +1,042 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Game Plan Financial Advisors, LLC | 0.04% | Add +1.7% | 3,281 | $72K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 988 | $22K |
"% of holder's portfolio" is SWANX's weight in each manager's 13F, not the share of Schwab Core Equity the manager owns.