SWSBX β€” Schwab Short-Term Bond

Ownership history in C M BIDWELL & ASSOCIATES LTD  Β·  4 quarters on record

AI Ownership Summary

C M BIDWELL & ASSOCIATES LTD reported Schwab Short-Term Bond (SWSBX) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.18% in 2025 Q1. The latest visible filing shows SWSBX at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SWSBX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was C M BIDWELL & ASSOCIATES LTD's position in Schwab Short-Term Bond, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SWSBX was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How C M BIDWELL & ASSOCIATES LTD held SWSBX β€” position size vs. price
% of Fund (quarterly)    SWSBX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 9,737 +101 +1.0% 0.04% $94K 2026-02-14 (Est.) $9.69
2025 Q3 ADDED 9,636 +99 +1.0% 0.04% $93K 2025-11-13 $9.56
2025 Q2 REDUCED 9,537 -22,048 -69.8% 0.05% $92K 2025-08-14 $9.44
2025 Q1 INITIATED 31,585 β€” β€” 0.18% $304K 2025-05-15 $9.28

🏒 Other funds also holding SWSBX

As of 2025 Q4 β€” sorted by position size

Coston, McIsaac & Partners 3Y 0.02%

FAQ About C M BIDWELL & ASSOCIATES LTD and SWSBX

These are the practical questions this page is built to answer before you even open the full history table.

How long has C M BIDWELL & ASSOCIATES LTD reported owning SWSBX?

C M BIDWELL & ASSOCIATES LTD reported SWSBX across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported SWSBX position in C M BIDWELL & ASSOCIATES LTD's portfolio?

The largest reported portfolio weight for SWSBX was 0.18% in 2025 Q1.

What is the latest reported SWSBX position on this page?

The most recent filing on this page is 2025 Q4, when C M BIDWELL & ASSOCIATES LTD reported 9,737 shares, equal to 0.04% of portfolio, with an estimated market value of $94K.

What does the chart on this SWSBX ownership page compare?

The chart compares C M BIDWELL & ASSOCIATES LTD's quarterly SWSBX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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