Schwab Core EquitySWANX
13F holders, Q2 2025 (June 30)1holders −1
0new positions
1sold out
$24.29avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding Schwab Core Equity (SWANX) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holder was Game Plan Financial Advisors, LLC ($83K).
- Company
- Schwab Core Equity
- CUSIP
- 808509806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $22K |
All 13F filers, Q1 2025 → Q2 2025: 157 shares bought and 988 shares sold, net −831 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Game Plan Financial Advisors, LLC | 0.04% | Add +4.8% | 3,438 | $83K |
"% of holder's portfolio" is SWANX's weight in each manager's 13F, not the share of Schwab Core Equity the manager owns.