SWANX
Schwab Core Equity
1W: -0.9%
1M: +0.2%
3M: +3.2%
YTD: +7.2%
1Y: +3.5%
3Y: +56.1%
5Y: +52.8%
$26.86
+0.19 (+0.71%)
Weekly Expected Move ±1.5%
$26
$26
$27
$27
$27
Institutional Ownership — SWANX
2
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
1
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Game Plan Financial Advisors, LLC | 6,759 | 182K | +1,272 | +23.2% | 11Q | SEC ↗ |
| 2 | Vermillion Wealth Management, Inc. NEW | 988 | 27K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 988 | 27K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Game Plan Financial Advisors, LLC | +1,272 | +23.2% | 6,759 |
Biggest Decreases (0)
None.