SWSBXSchwab Short-Term Bond
CUSIP 808517692 · Yahoo Finance ↗ · Google Finance ↗
Schwab Short-Term Bond (SWSBX) has 2 institutional holders in Filings Flow’s 13F database, together reporting 18.0K shares worth $94,684 as of Q1 2026. The largest reported holders are Vermillion Wealth Management, Inc., C M Bidwell & Associates Ltd, and Coston, Mcisaac & Partners.
Institutional Holders
2
Q1 2026
Reported Value
$94,684
Ticker
SWSBX
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Vermillion Wealth Management, Inc.$255M AUM | 4.12% | $15M | 1.57M | Q3 2025OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.04% | $94,606 | 9.8K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.