DOSSIER · 13F Holders · Q2 2026
SWAGX

Schwab US Agg Bond

3 institutions still hold Schwab US Agg Bond as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808517718·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$4M
visible holders
Holders
3
filers reporting
Concentration
99.20%
Vermillion Wealth Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported SWAGX in Q2 2026. Vermillion Wealth Management, Inc. leads at 99.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Vermillion Wealth Management, Inc.
CIK 0001737012
$4M439K0.92%Q2 2026
02
Coston, McIsaac & Partners
CIK 0001945037
$17K2K0.00%Q4 2025
03
C M BIDWELL & ASSOCIATES LTD
CIK 0001091860
$15K2K0.01%Q2 2026