13FBOX
SCHWAB DIVIDEND EQUITY · 13F Institutional Holdings
Options Calculator Rankings
S

SCHWAB DIVIDEND EQUITY

SWDSX
Institutions
2
Combined AUM (Q2 2026)
$79,785
Combined Shares (Q2 2026)
4,168
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+4,168
2 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+4,168
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$79,785
Institutions
2
New Buys
2
Adds
0
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Coston, McIsaac & Partners
0.01%#1$63,0003,291$00+3,291New Buy
Vermillion Wealth Management, Inc.
<0.01%#2$16,785877$00+877New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow