Schwab US Agg BND IndxSWAGX
13F holders, Q3 2025 (September 30)3holders +1
1new positions
0sold out
$9.04avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Schwab US Agg BND Indx (SWAGX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Vermillion Wealth Management, Inc. ($4.6M), Coston, McIsaac & Partners ($17K) 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4.6M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 506,263 shares bought, net +506,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Vermillion Wealth Management, Inc. | 1.25% | New | 506,228 | $4.6M |
| Coston, McIsaac & Partners | 0.00% | Add +1.0% | 1,896 | $17K |
| C M Bidwell & Associates Ltd. | 0.01% | Add +1.0% | 1,588 | $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.