Schwab Tax Free BondSWNTX
13F holders, Q3 2025 (September 30)1holders
1new positions
0sold out
$10.88avg. 13F price*
At the end of Q3 2025, 1 institutions reported holding Schwab Tax Free Bond (SWNTX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 0 sold out. The largest holder was Vermillion Wealth Management, Inc. ($103K).
- Company
- Schwab Tax Free Bond
- CUSIP
- 808517403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $103K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q3 2025: 9,460 shares bought, net +9,460 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Vermillion Wealth Management, Inc. | 0.03% | New | 9,460 | $103K |
"% of holder's portfolio" is SWNTX's weight in each manager's 13F, not the share of Schwab Tax Free Bond the manager owns.