Who owns Schwab Markettrack Balanced fund?
- Ticker: SWBGX
- CUSIP Number: 808509400
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Analyze quarterly positions in Schwab Markettrack Balanced fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Markettrack Balanced fund stock
Who bought or sold Schwab Markettrack Balanced fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 18k | $378k | 30% | Jun 2026 |
|
| NBT Bank | 904.00 | $19k | 100% | Jun 2026 |
|
| McIlrath & Eck | 472.00 | $9.3k | 100% | Mar 2026 |
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