SWAGX
Schwab U.S. Aggregate Bond Index Fund
1W: -0.5%
1M: -2.5%
3M: -4.3%
YTD: -4.9%
1Y: -5.3%
3Y: +9.1%
5Y: -7.0%
$8.50
-0.02 (-0.23%)
Weekly Expected Move ±0.7%
$8
$8
$9
$9
$9
Institutional Ownership — SWAGX
3
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
4M
Total Invested
1
New Positions
2
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Vermillion Wealth Management, Inc. NEW | 438,802 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Coston, McIsaac & Partners | 1,956 | $17K | +21 | +1.1% | 6Q | SEC ↗ |
| 3 | C M BIDWELL & ASSOCIATES LTD | 1,638 | $14K | +18 | +1.1% | 6Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 438,802 | $4M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +21 | +1.1% | 1,956 |
| C M BIDWELL & ASSOCIATES LTD | +18 | +1.1% | 1,638 |
Biggest Decreases (0)
None.