SWDSX — Schwab Dividend Equity Institutional Holders · Q2 2026
Who owns Schwab Dividend Equity (SWDSX)? 2 institutions reported holding $79,785 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Coston, McIsaac & Partners ($63,000), Vermillion Wealth Management, Inc. ($16,785).
| 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