Schwab Balanced (SWOBX) institutional ownership
SCHWAB BALANCED · 13F, 2026Q2
| Managers holding | 2 |
|---|---|
| Shares held | 3,603 |
| Reported value | $66,736 |
| Quarter flows | 1 new, 1 added, 0 trimmed, 0 exited |
Top 2 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Coston, McIsaac & Partners | 3,511 | $65,000 | 0.0% |
| Vermillion Wealth Management, Inc. | 92 | $1,736 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SWOBX"). SWOBX price history · All 13F data