Schwab Short-Term Bond IndexSWSBX

13F holders, Q2 2025 (June 30)
2holders −1
0new positions
1sold out
$9.59avg. 13F price*

At the end of Q2 2025, 2 institutions reported holding Schwab Short-Term Bond Index (SWSBX) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($102K) and C M Bidwell & Associates Ltd. ($92K).

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions0$0
Exits1$14.2M

All 13F filers, Q1 2025 → Q2 2025: 1,498,293 shares sold, net −1,498,293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Coston, McIsaac & Partners 0.03% Reduce -8.2% 10,717 $102K
C M Bidwell & Associates Ltd. 0.05% Reduce -69.8% 9,537 $92K

"% 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.