DOSSIER · 13F Holders · Q2 2026
SWSBX

Schwab Short-Term Bond

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

CUSIP 808517692·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$18M
visible holders
Holders
3
filers reporting
Concentration
98.96%
Vermillion Wealth Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported SWSBX in Q2 2026. Vermillion Wealth Management, Inc. leads at 99.0% 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
$18M1.9M4.23%Q2 2026
02
Coston, McIsaac & Partners
CIK 0001945037
$95K10K0.02%Q4 2025
03
C M BIDWELL & ASSOCIATES LTD
CIK 0001091860
$94K10K0.04%Q4 2025