SWSBX Institutional Ownership & Shareholders
SCHWAB SHORT-TERM BOND INDEX (SWSBX) is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.85M 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 SWSBX tracked by InsiderSet, reporting ownership valued at approximately $5.66M 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 SWSBX value among the investors covered in this analysis. Major shareholders include Vermillion Wealth Management, Inc., C M Bidwell & Associates Ltd, Coston, Mcisaac & Partners, and several other long-term asset managers with concentrated positions in SCHWAB SHORT-TERM BOND INDEX (SWSBX).
This page ranks the largest institutional SWSBX 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
$5.85M
Largest Holder
Vermillion Wealth Management, Inc.
Largest Position
$5.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
3
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. | 6.48% | 603,948 | $5,658,997 | — | — | — | |
| C M Bidwell & Associates Ltd | 0.04% | 9,935 | $94,983 | — | — | — | |
| Coston, Mcisaac & Partners | 0.02% | 9,837 | $93,000 | — | — | — |
Frequently asked questions about SWSBX
Who are the largest institutional holders of SWSBX?
The largest institutional holders of SWSBX reported in the latest SEC Form 13F filings include Vermillion Wealth Management, Inc., C M Bidwell & Associates Ltd, and Coston, Mcisaac & Partners. InsiderSet ranks institutional holders by their latest reported SWSBX position.
What is SWSBX institutional ownership?
This page tracks SWSBX positions reported by institutional investment managers through SEC Form 13F. SCHWAB SHORT-TERM BOND INDEX (SWSBX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SWSBX?
InsiderSet currently tracks 3 institutional managers reporting SWSBX 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 SWSBX shareholders.
How much SWSBX stock do institutions own?
Institutional investment managers disclosed approximately $5.85M in SWSBX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SWSBX institutional ownership last updated?
The latest SWSBX 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 SWSBX 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 SWSBX position after the reporting date.
Are institutions buying or selling SWSBX?
Institutional buying and selling can be analyzed by comparing SWSBX positions across consecutive 13F reporting periods. InsiderSet's SWSBX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SWSBX ownership changes.
How has SWSBX institutional ownership changed over time?
InsiderSet tracks SWSBX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.