SWAGX Institutional Ownership & Shareholders
SCHWAB US AGG BND INDX (SWAGX) is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $652,238 based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Vermillion Wealth Management, Inc. is currently the largest disclosed institutional shareholder of SWAGX tracked by InsiderSet, reporting ownership valued at approximately $620,647 in its September 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SWAGX value among the investors covered in this analysis. Major shareholders include Vermillion Wealth Management, Inc., Coston, Mcisaac & Partners, C M Bidwell & Associates Ltd, and several other long-term asset managers with concentrated positions in SCHWAB US AGG BND INDX (SWAGX).
This page ranks the largest institutional SWAGX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
3
Total Reported Value
$652,238
Largest Holder
Vermillion Wealth Management, Inc.
Largest Position
$620,647
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
4
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vermillion Wealth Management, Inc. | 0.71% | 73,017 | $620,647 | — | — | — | |
| Coston, Mcisaac & Partners | 0.00% | 1,956 | $17,000 | — | — | — | |
| C M Bidwell & Associates Ltd | 0.01% | 1,638 | $14,591 | — | — | — |
Frequently asked questions about SWAGX
Who are the largest institutional holders of SWAGX?
The largest institutional holders of SWAGX reported in the latest SEC Form 13F filings include Vermillion Wealth Management, Inc., Coston, Mcisaac & Partners, and C M Bidwell & Associates Ltd. InsiderSet ranks institutional holders by their latest reported SWAGX position.
What is SWAGX institutional ownership?
This page tracks SWAGX positions reported by institutional investment managers through SEC Form 13F. SCHWAB US AGG BND INDX (SWAGX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SWAGX?
InsiderSet currently tracks 3 institutional managers reporting SWAGX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SWAGX shareholders.
How much SWAGX stock do institutions own?
Institutional investment managers disclosed approximately $652,238 in SWAGX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SWAGX institutional ownership last updated?
The latest SWAGX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SWAGX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SWAGX position after the reporting date.
Are institutions buying or selling SWAGX?
Institutional buying and selling can be analyzed by comparing SWAGX positions across consecutive 13F reporting periods. InsiderSet's SWAGX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SWAGX ownership changes.
How has SWAGX institutional ownership changed over time?
InsiderSet tracks SWAGX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.