SCHWAB US AGG BND INDX (SWAGX) Institutional Ownership Changes & 13F Activity
SCHWAB US AGG BND INDX (SWAGX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Vermillion Wealth Management, Inc., Coston, Mcisaac & Partners, and C M Bidwell & Associates Ltd.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Coston, Mcisaac & Partners | Buy | +21 | +1.1% | 1,956 | $17.00K | Q2 2026 | Aug 12, 2026 |
| C M Bidwell & Associates Ltd | Buy | +18 | +1.1% | 1,638 | $14.59K | Q2 2026 | Aug 11, 2026 |
| Vermillion Wealth Management, Inc. | Buy | +438,802 | — | 438,802 | $3.91M | Q2 2026 | Jul 16, 2026 |
Frequently asked questions about SWAGX activity
Which institutional owners are buying SWAGX?
Institutional owners buying SWAGX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SWAGX activity?
"Buy" means an investor increased their reported position in SWAGX compared to the prior reporting period. This reflects growing exposure to SCHWAB US AGG BND INDX (SWAGX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SWAGX increasing?
Institutional interest in SWAGX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.