SCHWAB US AGG BND INDX (SWAGX) Institutional Ownership and Insiders Activity

SCHWAB US AGG BND INDX (SWAGX) is widely held by institutional investors, with 3 firms reporting positions valued at approximately $652,238 based on SEC Form 13F filings for the quarter ended September 30, 2026.

Vermillion Wealth Management, Inc. is the largest disclosed holder, reporting approximately $620,647 in SWAGX holdings in its latest filing.

Institutional ownership remains highly concentrated, with Vermillion Wealth Management, Inc. representing the majority of disclosed value.