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Schwab Markettrack Balanced fund shares owned by McIlrath & Eck

Quarter-by-quarter ownership of Schwab Markettrack Balanced fund (SWBGX) shares owned by McIlrath & Eck from 13F filings

Historical chart of McIlrath & Eck investment in Schwab Markettrack Balanced fund

Tip: Access up to 7 years of quarterly data

All positions including Schwab Markettrack Balanced fund held by McIlrath & Eck consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Markettrack Balanced fund by McIlrath & Eck

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.3k 472 19.67

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Vanguard Index Fds Vanguard Growth Etf Exchange Traded Fund (VUG)
Ea Ser Tr Strive Total Return Bd Etf Exchange Traded Fund (STXT)
Dimensional Etf Tr Short Duration Fxd Income Etf Exchange Traded Fund (DFSD)
Vanguard Index Fds Vanguard Value Etf Exchange Traded Fund (VTV)
American Centy Etf Tr Avantis U S Mid Cap Equity Etf Exchange Traded Fund (AVMC)
Dimensional Etf Tr Intl Core Etf Exchange Traded Fund (DFAI)
Microsoft Corp Common Stock (MSFT)
Fidelity Covington Tr High Divid Etf Exchange Traded Fund (FDVV)
Vanguard Index Fds Vanguard Large-cap Etf Exchange Traded Fund (VV)
Ea Ser Tr Strive Enhanced Income Short Mat Etf Exchange Traded Fund (BUXX)
Vanguard Core Bond Fund Admiral Shares Open End Taxable No Load Fund (VCOBX)
Ea Ser Tr Strive Emerging Markets Ex-china Etf Exchange Traded Fund (STXE)
Dfa International Core Equity 2 Portfolio Institutional Class Open End Taxable No Load Fund (DFIEX)
Vanguard Whitehall Fds Emerging Mkt Govt Bd Index Fd Etf Cl Exchange Traded Fund (VWOB)
Schwab Strategic Tr Intl Equity Etf Exchange Traded Fund (SCHF)

View all positions for McIlrath & Eck

Top funds holding Schwab Markettrack Balanced fund

Coston, McIsaac & Partners
McIlrath & Eck

View all funds holding Schwab Markettrack Balanced fund