Who owns SCHWAB U.S. AGG BD IDX?
- Ticker: SWAGX
- CUSIP Number: 808517718
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab U.s. Agg Bd Idx with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab U.s. Agg Bd Idx stock
Who bought or sold SCHWAB U.S. AGG BD IDX this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Vestwell Advisors | 54k | $491k | 100% | Dec 2025 |
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| Coston, McIsaac & Partners | 1.9k | $17k | 1% | Dec 2025 |
|
| C.M. Bidwell & Associates | 1.6k | $15k | 1% | Dec 2025 |
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Who sold out of Schwab U.s. Agg Bd Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Vermillion Wealth Management | Sep 2025 | 506k | $4.6M |