Charles Schwab
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Charles Schwab’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Charles Schwab’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$168M Buy
2,160,462
+107,758
+5% +$8.41M 0.02% 526
2026
Q1 		$161M Buy
2,052,704
+868
+0% +$68.3K 0.02% 501
2025
Q4 		$162M Buy
2,051,836
+67,852
+3% +$5.35M 0.03% 491
2025
Q3 		$157M Sell
1,983,984
-37,307
-2% -$2.93M 0.03% 495
2025
Q2 		$159M Sell
2,021,291
-30,721
-1% -$2.4M 0.03% 476
2025
Q1 		$161M Sell
2,052,012
-91,792
-4% -$7.13M 0.03% 449
2024
Q4 		$166M Buy
2,143,804
+13,891
+0.7% +$1.08M 0.03% 442
2024
Q3 		$168M Sell
2,129,913
-55,119
-3% -$4.29M 0.03% 430
2024
Q2 		$168M Sell
2,185,032
-221,827
-9% -$16.9M 0.03% 435
2024
Q1 		$185M Sell
2,406,859
-371,306
-13% -$28.5M 0.04% 377
2023
Q4 		$214M Sell
2,778,165
-265,029
-9% -$20.1M 0.05% 305
2023
Q3 		$229M Buy
+3,043,194
New +$229M 0.07% 260
2023
Q1 		– Sell
-16,637
Closed -$1.25M – 3555
2022
Q4 		$1.25M Buy
+16,637
New +$1.25M ﹤0.01% 2709
2022
Q1 		– Sell
-9,978
Closed -$804K – 3586
2021
Q4 		$804K Buy
+9,978
New +$812K ﹤0.01% 2991

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab's BSV Position: Q2 2026 in Review

Charles Schwab increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.2% in Q2 2026, buying an estimated $8.41M and bringing the position to 2,160,462 shares worth $168M. The position accounts for 0.02% of the portfolio, ranked #526.

Charles Schwab first reported a position in BSV in Q4 2021 and has held it in 14 quarters since. The position peaked at $229M in Q3 2023. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Charles Schwab held 2,160,462 shares of Vanguard Short-Term Bond ETF worth $168M as of Q2 2026.
  • Charles Schwab bought 107,758 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $8.41M.
  • Vanguard Short-Term Bond ETF made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #526 holding.
  • Charles Schwab first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • Charles Schwab's Vanguard Short-Term Bond ETF position peaked at $229M in Q3 2023.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.