SCHWAB SHORT-TERM BOND INDEX

SWSBX

Institutions

Combined AUM (Q2 2026)

$18.3M

Combined Shares (Q2 2026)

1.9M

Overall Trend

Increase

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+1.9M

3 institutions added · 1 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-0

0 institutions reduced · 0 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+1.9M

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$18.3M

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Vermillion Wealth Management, Inc.	4.24%	—	#1	$18.1M	1.9M	$0	0	+1.9M	New Buy
C M BIDWELL & ASSOCIATES LTD	0.04%	0.04%	#2	$94,983	9,935	$94,606	9,834	+101+1.03%	Add
Coston, McIsaac & Partners	0.02%	0.02%	#3	$94,042	9,837	$78,000	8,202	+1,635+19.93%	Add

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow