Schwab US Agg BND IndxSWAGX
13F holders, Q4 2025 (December 31)2holders −1
0new positions
1sold out
$8.94avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Schwab US Agg BND Indx (SWAGX) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $4.6M |
All 13F filers, Q3 2025 → Q4 2025: 36 shares bought and 506,228 shares sold, net −506,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Coston, McIsaac & Partners | 0.00% | Add +1.1% | 1,916 | $17K |
| C M Bidwell & Associates Ltd. | 0.01% | Add +1.0% | 1,604 | $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.