Among active 13F managers last quarter, 2 added and none reduced or exited; the largest holder to move was C M Bidwell & Associates Ltd (+1.0%).
3 tracked 13F filers disclose a position in SWSBX as of the latest SEC 13F filings, a combined $18.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vermillion Wealth Management, Inc. | 1.9M | $18.1M | ▲Added Added · +1.9M sh | Q2 2026 | |
| 2 | C M Bidwell & Associates Ltd | 10K | $95K | ▲+1.0% Added · +101 sh | Q2 2026 | |
| 3 | Coston, McIsaac & Partners | 10K | $93K | ▲+20% Added · +2K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds added to an existing position in SWSBX, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Vanguard S&P 500 ETFVOO | 2 funds | $32.3M |
| Vanguard Dividend Apprec ETFVIG | 2 funds | $27.8M |
| Vanguard Total Stock MKT ETFVTI | 2 funds | $27.6M |
| Vanguard Ftse All-World Ex-UVEU | 2 funds | $21.9M |
| Apple IncAAPL | 2 funds | $17.1M |
| Berkshire Hathaway Inc-CL BBRK/B | 2 funds | $16.0M |
| Vanguard Short-Term Bond ETFBSV | 2 funds | $13.4M |
| Dimensional Core Fixed IncDFCF | 2 funds | $11.6M |
| Vanguard Short-Term TipsVTIP | 2 funds | $11.4M |
| Walmart IncWMT | 2 funds | $10.6M |
| Ishares Russell 2000 ETFIWM | 2 funds | $9.8M |
| Texas Instruments IncTXN | 2 funds | $9.8M |
Ranked by how many of SWSBX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SWSBX.
| Class | 13F holders | Value held |
|---|---|---|
| SNXFXSCHWAB MUTL FUNDS | 4 funds | $715K |
| SWSBXthis pageSCHWAB MUTL FUNDS | 3 funds | $18.3M |
| SWAGXSCHWAB MUTL FUNDS | 3 funds | $3.9M |
| 808517403SCHWAB MUTL FUNDS | 1 funds | $106K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SWSBX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SWSBX/capital-change-brief"
Use Arkolith's capital_change_brief for SWSBX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SWSBX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.