SWSBX — Schwab Short-Term Bond Index Institutional Holders · Q2 2026
Who owns Schwab Short-Term Bond Index (SWSBX)? 3 institutions reported holding $18.25M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Vermillion Wealth Management, Inc. ($18.1M), C M Bidwell & Associates Ltd ($94,983), Coston, McIsaac & Partners ($93,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Vermillion Wealth Management, Inc. | $18.1M | 1.9M | New |
| 2 | C M BIDWELL & ASSOCIATES LTD | $94,983 | 9,935 | Added |
| 3 | Coston, McIsaac & Partners | $93,000 | 9,837 | Added |
Source: SEC Form 13F filings · as of 2026-06-30