Schwab Short-Term Bond IndexSWSBX
13F holders, Q1 2025 (March 31)3holders +2
2new positions
0sold out
$9.63avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Schwab Short-Term Bond Index (SWSBX) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Vermillion Wealth Management, Inc. ($14.2M), C M Bidwell & Associates Ltd. ($304K) and Coston, McIsaac & Partners ($111K).
- Company
- Schwab Short-Term Bond Index
- CUSIP
- 808517692
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $14.5M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 1,506,872 shares bought and 16 shares sold, net +1,506,856 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Vermillion Wealth Management, Inc. | 4.23% | New | 1,475,287 | $14.2M |
| C M Bidwell & Associates Ltd. | 0.18% | New | 31,585 | $304K |
| Coston, McIsaac & Partners | 0.03% | Reduce -0.1% | 11,675 | $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.