SWAGX — Schwab US Aggregate Bond Index Institutional Holders · Q2 2026
Who owns Schwab US Aggregate Bond Index (SWAGX)? 3 institutions reported holding $3.94M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Vermillion Wealth Management, Inc. ($3.9M), Coston, McIsaac & Partners ($17,000), C M Bidwell & Associates Ltd ($14,591).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Vermillion Wealth Management, Inc. | $3.9M | 438,802 | New |
| 2 | Coston, McIsaac & Partners | $17,000 | 1,956 | Added |
| 3 | C M BIDWELL & ASSOCIATES LTD | $14,591 | 1,638 | Added |
Source: SEC Form 13F filings · as of 2026-06-30