Who owns SCHWAB BALANCED?
- Ticker: SWOBX
- CUSIP Number: 808509863
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Analyze quarterly positions in Schwab Balanced with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab Balanced stock
Who bought or sold SCHWAB BALANCED this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 3.2k | $57k | 7% | Sep 2025 |
|
| Vermillion Wealth Management | 87.00 | $1.6k | 100% | Sep 2025 |
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