Schwab Tax Free BondSWNTX

13F holders, Q2 2026 (June 30)
1holders
1new positions
0sold out
$10.97avg. 13F price*

At the end of Q2 2026, 1 institutions reported holding Schwab Tax Free Bond (SWNTX) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 0 sold out. The largest holder was Vermillion Wealth Management, Inc. ($106K).

Company
Schwab Tax Free Bond
CUSIP
808517403
Latest filing quarter
Q2 2026

History

Number of 13F holders

01 Q4 2024: 1Q4 2024Q3 2025: 1Q3 2025Q2 2026: 1Q2 2026

Total Exit/New Position Q3 2025 → Q2 2026

InstitutionsTotal Value
New Positions1$106K
Exits0$0

All 13F filers, Q3 2025 → Q2 2026: 9,706 shares bought, net +9,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Vermillion Wealth Management, Inc. 0.03% New 9,706 $106K

"% of holder's portfolio" is SWNTX's weight in each manager's 13F, not the share of Schwab Tax Free Bond the manager owns.