3 institutions reported holding $31,485 of Schwab US Agg Bond (SWAGX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Coston, McIsaac & Partners ($17,000), C M BIDWELL & ASSOCIATES LTD ($14,485), Vestwell Advisors, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $17,000 | 1,935 | Added |
| 2 | C M BIDWELL & ASSOCIATES LTD | $14,485 | 1,620 | Added |
| 3 | Vestwell Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31