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

SCHWAB CORE EQUITY

SWANX
Institutions
2
Combined AUM (Q2 2026)
$197,161
Combined Shares (Q2 2026)
7,747
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2,260
2 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+2,260
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$197,161
Institutions
2
New Buys
1
Adds
1
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Game Plan Financial Advisors, LLC
0.06%0.06%#1$172,0296,759$127,2485,487+1,272+23.18%Add
Vermillion Wealth Management, Inc.
0.01%#2$25,132988$00+988New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow