SCHWAB SHORT-TERM BOND INDEX (SWSBX) Institutional Ownership and Insiders Activity

SCHWAB SHORT-TERM BOND INDEX (SWSBX) is widely held by institutional investors, with 3 firms reporting positions valued at approximately $5.85M based on SEC Form 13F filings for the quarter ended September 30, 2026.

Vermillion Wealth Management, Inc. is the largest disclosed holder, reporting approximately $5.66M in SWSBX holdings in its latest filing.

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