3 institutions reported holding $18.3M of Schwab Short-Term Bond (SWSBX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Vermillion Wealth Management, Inc. ($18.1M), C M BIDWELL & ASSOCIATES LTD ($94,983), Coston, McIsaac & Partners ($93,000). Source: SEC Form 13F.
| 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