Schwab Short-Term Bond IndexSWSBX

13F holders, Q4 2024 (December 31)
1holders
0new positions
0sold out
$9.49avg. 13F price*

At the end of Q4 2024, 1 institutions reported holding Schwab Short-Term Bond Index (SWSBX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($111K).

Company
Schwab Short-Term Bond Index
CUSIP
808517692
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 3Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 355 shares sold, net −355 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Coston, McIsaac & Partners 0.03% Reduce -3.0% 11,691 $111K

"% of holder's portfolio" is SWSBX's weight in each manager's 13F, not the share of Schwab Short-Term Bond Index the manager owns.