Schwab US Agg BND IndxSWAGX
13F holders, Q1 2025 (March 31)3holders +2
3new positions
0sold out
$8.93avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Schwab US Agg BND Indx (SWAGX) in their 13F filings, up 2 from Q3 2024. 3 opened new positions and 0 sold out. The largest holders were Vermillion Wealth Management, Inc. ($4.9M), Coston, McIsaac & Partners ($16K) and C M Bidwell & Associates Ltd. ($14K).
- Company
- Schwab US Agg BND Indx
- CUSIP
- 808517718
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $5.0M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q1 2025: 557,436 shares bought, net +557,436 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Vermillion Wealth Management, Inc. | 1.47% | New | 554,022 | $4.9M |
| Coston, McIsaac & Partners | 0.00% | New | 1,858 | $16K |
| C M Bidwell & Associates Ltd. | 0.01% | New | 1,556 | $14K |
"% of holder's portfolio" is SWAGX's weight in each manager's 13F, not the share of Schwab US Agg BND Indx the manager owns.