Schwab Dividend EquitySWDSX
13F holders, Q2 2026 (June 30)2holders +1
2new positions
0sold out
$19.14avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Schwab Dividend Equity (SWDSX) in their 13F filings, up 1 from Q4 2025. 2 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($63K) and Vermillion Wealth Management, Inc. ($17K).
- Company
- Schwab Dividend Equity
- CUSIP
- 808509657
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $80K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q2 2026: 4,168 shares bought, net +4,168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Coston, McIsaac & Partners | 0.01% | New | 3,291 | $63K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 877 | $17K |
"% of holder's portfolio" is SWDSX's weight in each manager's 13F, not the share of Schwab Dividend Equity the manager owns.