2 institutions reported holding $197,161 of SCHWAB CORE EQUITY (SWANX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Game Plan Financial Advisors, LLC ($172,029), Vermillion Wealth Management, Inc. ($25,132). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Game Plan Financial Advisors, LLC | $172,029 | 6,759 | Added |
| 2 | Vermillion Wealth Management, Inc. | $25,132 | 988 | New |
Source: SEC Form 13F filings · as of 2026-06-30