Schwab Markettrack Balanced (SWBGX) institutional ownership
SCHWAB MARKETTRACK BALANCED · 13F, 2026Q2
| Managers holding | 2 |
|---|---|
| Shares held | 18,737 |
| Reported value | $397,202 |
| Quarter flows | 1 new, 1 added, 0 trimmed, 1 exited |
Top 2 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Coston, McIsaac & Partners | 17,833 | $378,000 | 0.1% |
| NBT BANK, N.A. | 904 | $19,202 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SWBGX"). SWBGX price history · All 13F data