Schwab US Agg BND IndxSWAGX
13F holders, Q2 2025 (June 30)2holders −1
0new positions
1sold out
$8.72avg. 13F price*
At the end of Q2 2025, 2 institutions reported holding Schwab US Agg BND Indx (SWAGX) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $4.9M |
All 13F filers, Q1 2025 → Q2 2025: 35 shares bought and 554,022 shares sold, net −553,987 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Coston, McIsaac & Partners | 0.00% | Add +1.0% | 1,877 | $16K |
| C M Bidwell & Associates Ltd. | 0.01% | Add +1.0% | 1,572 | $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.