Schwab Dividend EquitySWDSX
13F holders, Q1 2024 (March 31)1holders
$14.81avg. 13F price*
At the end of Q1 2024, 1 institutions reported holding Schwab Dividend Equity (SWDSX) in their 13F filings. The largest holder was Coston, McIsaac & Partners ($45K).
- Company
- Schwab Dividend Equity
- CUSIP
- 808509657
- 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
| Coston, McIsaac & Partners | 0.01% | Add +8.8% | 3,039 | $45K |
"% of holder's portfolio" is SWDSX's weight in each manager's 13F, not the share of Schwab Dividend Equity the manager owns.