SWDSX SCHWAB DIVIDEND EQUITY: institutional ownership and insider trading
2 funds reported holding $79.8K of SCHWAB DIVIDEND EQUITY in their latest 13F filings; in Q2 2026 funds net bought $79.8K, with 2 new positions and 0 funds selling out.
Largest institutional holders of SWDSX
- Coston, McIsaac & Partners — $63.0K
- Vermillion Wealth Management, Inc. — $16.8K
Who owns the most SWDSX stock?
The largest institutional holders of SCHWAB DIVIDEND EQUITY in the latest 13F filings are Coston, McIsaac & Partners ($63.0K), Vermillion Wealth Management, Inc. ($16.8K).