2 institutions reported holding $79,785 of SCHWAB DIVIDEND EQUITY (SWDSX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Coston, McIsaac & Partners ($63,000), Vermillion Wealth Management, Inc. ($16,785). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $63,000 | 3,291 | New |
| 2 | Vermillion Wealth Management, Inc. | $16,785 | 877 | New |
Source: SEC Form 13F filings · as of 2026-06-30