Schwab Short-Term Bond IndexSWSBX
13F holders, Q3 2025 (September 30)3holders +1
1new positions
0sold out
$9.69avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Schwab Short-Term Bond Index (SWSBX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Vermillion Wealth Management, Inc. ($15.2M), Coston, McIsaac & Partners ($103K) and C M Bidwell & Associates Ltd. ($93K).
- Company
- Schwab Short-Term Bond Index
- CUSIP
- 808517692
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $15.2M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 1,573,063 shares bought, net +1,573,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Vermillion Wealth Management, Inc. | 4.17% | New | 1,572,943 | $15.2M |
| Coston, McIsaac & Partners | 0.02% | Add +0.2% | 10,738 | $103K |
| C M Bidwell & Associates Ltd. | 0.04% | Add +1.0% | 9,636 | $93K |
"% 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.