SCHWAB INVESTMENTS - SWSBX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vermillion Wealth Management, Inc. | History | New | 1,889,348 | 18,062 | 4.23% | — | 1 | +1,889,348 | New | Q2 2026 | Jul 15, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 9,935 | 94 | 0.04% | 0.04% | 2 | +101 | 1.03% | Q2 2026 | Aug 11, 2026 |
| Coston, McIsaac & Partners | History | Added to | 9,837 | 93 | 0.02% | 0.02% | 3 | +1,635 | 19.93% | Q2 2026 | Aug 12, 2026 |