Who owns Schwab Core Equity?
Institutional ownership of SWANX from SEC Form 13F filings across 2 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
2
13F holders
$197,161
value, 2026 filers
0%
of shares outstanding (7,747 sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SWANX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Game Plan Financial Advisors, LLC | 6,759 | $172,029 | 0.1% | 0% | +23.2% |
| 2 | Vermillion Wealth Management, Inc.NEW | 988 | $25,132 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.